Anchin
201 - 500 employees
Anchin is a leading accounting, tax and advisory firm, specializing in the needs of privately-held companies, investment funds and high-net-worth individuals and families. Its highly-focused industry specialization helps clients overcome challenges and achieve their financial objectives with exceptional confidence. Consistently recognized in respected “best of” lists for service, firm management and employee satisfaction, Anchin prioritizes partner-level engagement, and commitment to employee happiness. The full-service firm, with a staff of 450, including more than 60 partners, provides a wide range of assurance, financial reporting, tax and advisory services, including tax strategies and compliance; tax credits and incentives; state and local and international tax strategies, family office strategies management and succession advisory; growth, transition and exit strategies; transaction advisory; client accounting advisory services; cybersecurity and digital risk solutions; and litigation support, forensic accounting and valuation services. Anchin has offices in New York City, Uniondale, New York, and in Boca Raton, Florida, and is an independent member of BKR International, a network of more than 160 firms with over 500 offices in over 80 countries around the world. Discover what’s possible by visiting us online at www.anchin.com.
Tax Director - Employee Benefit Plans and Compensation
🕒 June 23, 2025
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Anchin
201 - 500 employees
Anchin is a leading accounting, tax and advisory firm, specializing in the needs of privately-held companies, investment funds and high-net-worth individuals and families. Its highly-focused industry specialization helps clients overcome challenges and achieve their financial objectives with exceptional confidence. Consistently recognized in respected “best of” lists for service, firm management and employee satisfaction, Anchin prioritizes partner-level engagement, and commitment to employee happiness. The full-service firm, with a staff of 450, including more than 60 partners, provides a wide range of assurance, financial reporting, tax and advisory services, including tax strategies and compliance; tax credits and incentives; state and local and international tax strategies, family office strategies management and succession advisory; growth, transition and exit strategies; transaction advisory; client accounting advisory services; cybersecurity and digital risk solutions; and litigation support, forensic accounting and valuation services. Anchin has offices in New York City, Uniondale, New York, and in Boca Raton, Florida, and is an independent member of BKR International, a network of more than 160 firms with over 500 offices in over 80 countries around the world. Discover what’s possible by visiting us online at www.anchin.com.
📋 Description
• Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation. • Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individuals overall tax strategy. Including any required minimum distributions. • Understanding how an individual’s IRA and qualified plan assets can be used to accomplish charitable and estate planning goals. • Serve as a trusted advisor to clients on complex deferred compensation arrangements, Section 409A compliance, and executive compensation structures. • Identify and communicate planning opportunities and risk mitigation strategies related to employee benefit plans. • Review Form 5500 filings prepared by the firm for health and welfare benefit plans. • Perform tax reviews of selected employee benefit plans audited by the firm’s audit team, ensuring compliance with IRS, DOL, and PBGC requirements. • Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives. • Foster a collaborative and positive work environment, promoting professional development. • Advise, mentor, and develop a team of professionals working in the employee benefit area. • Collaborate across internal departments (legal, finance, and human resources) to address cross-functional issues related to employee benefits taxation. • Maintain a strong understanding of developments in tax law and regulations and communicate implications to clients and internal stakeholders. • Serve as the primary point of contact for clients regarding employee benefit and related tax matters. • Build and maintain strong relationships with clients by understanding their evolving business needs and delivering proactive solutions. • Develop and implement firm-wide best practices for tax-related employee benefit compliance and reporting, including preparing and reviewing internal technical documentation and memos relating to employee benefits tax compliance. • Contribute to the firm’s internal training, thought leadership, and external marketing efforts in the benefits and compensation space. • Monitor industry trends and regulatory changes impacting employee benefit taxation and executive compensation.
🎯 Requirements
• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field. • CPA preferred. • 10+ years of extensive experience in tax, with a focus on employee benefits. • Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits. • Proven leadership and team management skills. • Excellent communication and interpersonal skills. • Ability to analyze complex tax issues and provide strategic solutions. • Detail-oriented with strong organizational and project management abilities.
🏖️ Benefits
• Competitive annual salary in the range of $160,000 to $350,000+ based on individual’s experience level.
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