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Senior Associate, Retirement Plans and Benefits
Senior Associate, Retirement Plans and Benefits-September 2024
New York
Sep 7, 2025
About Senior Associate, Retirement Plans and Benefits

  Description

  Senior Associate, Retirement Plan and Benefits Consultant

  A& M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A& M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A& M.

  We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.

  The Compensation and Benefits group provides a full range of compensation and benefit services and solutions including: Internal Revenue Code compliance for retirement plans and executive compensation, M& A, due diligence, operational reviews and enhancements, and compensation benchmarking analysis.

  This firm is seeking an ambitious, career-driven Senior Associate-level professional who is looking for an entrepreneurial, fast paced environment where teamwork is an integral part of our everyday practice. As part of the team, you will be responsible for work on a variety of consulting projects focusing on qualified retirement plans.

  What Will You Be Doing?

  As a Senior Associate within Retirement Plan and Benefist you will:

  Provide consulting expertise to clients on matters such as plan design, merger and acquisition activity, fiduciary responsibility, and operational complianceConduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plansAssist in the identification of compliance issues in qualified retirement plans, calculate corrections and draft submissions for the IRS and DOL correction programsPerform tax research and draft summaries of conclusionsReview the calculations and work product of peers for accuracy and reasonableness, serving as a thorough reviewer of data and results, and draft correspondence to clientsInterpreting and applying laws, regulations, judicial precedent and other guidanceDraft memoranda detailing the application of complex tax and ERISA provisionsPerform and review work of staffAttend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situationsCreate deliverables that are concise, complete and address the elements deemed critical by the clientMentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practicesBuild client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quicklyIdentify opportunities to provide additional services to existing clients by using working knowledge of client businessesBuild internal relationships with other members of the Federal Tax team and the greater A& M firmValue diversity of perspectives and creates opportunities for individuals to feel comfortable contributingAssist with business development, including add-on work by creating business development resources and proposal materials

  How will you grow and be supported?

  At A& M, we know our people drive our growth, and we're focused on providing an employee experience that supports professional and personal development. We provide our team with a robust performance development process which encourages continuous learning and development that rewards you for your contributions. We have the best technical and formalized on-the-job training and offer endless opportunities for professionals to acquire new skills. We also prioritize your well-being and provide personal tools and resources to support you through your personal journey. Click to learn about our commitment to your well-being. Our Tax professionals consistently share their favorite attributes of A& M are the growth opportunities, our unique, entrepreneurial culture and of course, the fun we have together. The possibilities are endless for high performing and passionate tax professionals. Click to learn more about why A& M is a great place work.

  Qualifications:

  Bachelor's Degree required; Juris Doctor, Masters in Tax, licensed CPA, or specialty compensation and benefits certification preferred.1-3 years of experience working with technical issues regarding qualified retirement plansStrong PC skills, including Microsoft Office applications, especially Microsoft ExcelHighly motivated self-starterMust be able to take active role as part of a teamExcellent verbal and written communication skills including the ability to articulate complex information clearly and conciselyExcellent research, writing, and analytical skillsExperience with all Microsoft Office products (with an emphasis on Excel)Strong ability to explain complicated concepts in an understandable manner to a variety of audiencesCapacity to learn quickly and willingness to try new thingsFlexibility to engage concurrently on multiple complex projectsAbility to simultaneously work on several projects and effectively manage deadlinesHigh motivation to learn and growDetail-oriented and possess strong organizational skills

  Compensation Statement

  The annual base salary range is $85, 000 - $95, 000, commensurate with experience. In addition, A& M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

  #LI-LV1

  Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

  Minimum Salary: 0.00Maximum Salary: 0.00Salary Unit: Yearly

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