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Global Employer Services-Retirement Plan Services Senior Associate-401(k) and ESOP AdministrationBDO USA • Cleveland, OH, United States
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Global Employer Services-Retirement Plan Services Senior Associate-401(k) and ESOP Administration

Global Employer Services-Retirement Plan Services Senior Associate-401(k) and ESOP Administration

BDO USA • Cleveland, OH, United States
30+ days ago
Job type
  • Full-time
Job description

GES Senior Associate

The GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients' current and future taxes. The GES Senior Associate is also responsible for executing tasks relating to taxation of equity compensation, deferred compensation, and individual and corporate income taxes.

Job Duties

Research

  • Identifies situations in which research is necessary, and provides an outline of the issue(s) as well as the appropriate source of research to be utilized
  • Analyzes researched facts and the sources utilized
  • Composes detailed reports of the research findings
  • Researches and assists with compensation planning and/or benchmarking for executive compensation models

Tax Compliance

  • Ensures clients comply with applicable authorities while identifying options for minimizing compensation-related tax and reporting burdens
  • Obtains required client information
  • Accomplishes basic tasks as well as documents and organizes work product for review by senior Comp & Ben professionals

Compensation and Benefits Consulting

  • Reviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts and "best practice" guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders' interests
  • Monitors tax and other regulatory actions regarding executive compensation rules, and advises clients on compliance strategies

Strategy Development

  • Assists in the preparation of studies of market practices as well as tax and regulatory activities to identify alternative courses of actions to clients
  • Develops an understanding of the impact of clients' business objectives as they relate to the development of compensation strategies

Other duties as required

Supervisory Responsibilities:

  • Supervises the day-to-day workload and reviews work of Comp & Ben Associates and Interns on assigned engagements
  • Ensures Associates and Interns are trained on all relevant software
  • Assists in the development of Associates and Interns to enhance professional development
  • Delivers periodic performance feedback, and completes performance evaluations for Associates and Interns

Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree required; focus in Business, Accounting, or Human Resources, preferred
  • Master's degree, preferred

Experience:

  • Two (2) or more years of prior work experience required; focus in compensation and/or strategic service consulting, preferred

License/Certifications:

  • Certified Compensation Professional, CPA certification or other relevant certification, preferred

Software:

  • Statistical software packages, preferred
  • Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred

Language:

  • High proficiency in English, both verbal and written (including technical writing skills), preferred

Other Knowledge, Skills & Abilities:

  • Excellent verbal and written communication skills
  • Ability to successfully interact with professionals at all levels
  • Strong analytical and research skills
  • Solid organizational skills
  • Ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Capable of effectively managing a team of professionals, and delegating work assignments as needed
  • Ability to build and maintain strong relationships with internal and client personnel
  • Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
  • Moderate knowledge and understanding of legislative process regarding tax policy

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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Global Employer Services-Retirement Plan Services Senior Associate-401(k) and ESOP Administration Focused • Cleveland, OH, United States

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