Manager, Business Tax Services - Employee Benefits Compliance
$107,160–$226,320 year
On-site · Virginia Beach, Virginia, United States
Job Summary
Lead and manage a team of associates in the preparation, review, and electronic filing of Form 5500s for a diverse portfolio of employee benefit plans and direct filing entities. Oversee the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with federal regulations, including ERISA and the Internal Revenue Code. Deliver on client needs of various size and scope within the Form 5500 compliance services sector, to include Forms 5500, 8955-SSA, 720 and 5330. Act as first point of contact for internal teams across service lines and external clients and auditors. Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects. Monitor evolving compliance requirements for Form 5500 filers. Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment.
Required Qualifications
- Bachelor's degree from an accredited college or university
- Licensed CPA or JD/LLM or EA (or able to obtain one of the approved designations/credentials)
- minimum five years of relevant experience in employee benefit plan compliance, tax or audit
- at least two years in a supervisory or leadership role
- deep understanding of ERISA and IRS regulations related to employee benefit plans
Desired Qualifications
- CPA
- JD
- LLM
- EA
- leadership experience
- supervisory experience
- Form 5500
- ERISA
- IRS regulations
- employee benefit plans
- project management
- client relationship building
- financial analysis
- billing and budgeting
- risk management
- auditing
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