Attorney in Dallas, TX

In-House

Dallas, TX

Attorney in Dallas, TX

Non-practicing Attorney

Min 3 yrs required

No

Job Title: Senior Associate, Compensation and Benefits Tax (Transaction Tax)

Job Responsibilities:
- Assist in the development and delivery of quality tax planning approaches, ensuring timely and responsive services and work products that meet or exceed client expectations.
- Conduct compensation due diligence, including reviewing equity agreements, CIC plans, golden parachute calculations, deferred compensation plans, tax returns, financials, and other documentation to evaluate potential tax risks and opportunities.
- Perform benefits due diligence, reviewing retirement plans, Section 125 plans, discrimination testing, Forms 5500, and determination letters for IRS and DOL compliance to identify potential tax exposures and opportunities.
- Review payroll tax treatment and withholding policies, ensuring accurate reporting and compliance with income tax and FICA on various forms of compensation and worker classification.
- Evaluate compensation and benefits aspects of financial models, purchase agreements, and structuring calculations.
- Take ownership of assigned workstreams, ensuring the creation and preservation of relevant diligence work products, timely review by supervisors, and proactive response to workflow changes.
- Coordinate with federal, state, local, and international tax team members, as well as financial and operational due diligence team members, to deliver high-quality integrated work products.
- Support management of client relationships by communicating and responding to client expectations, gathering relevant engagement data, and tailoring project deliverables accordingly.

Education and Experience Information:
- Bachelor's degree in accounting, finance, or a related field is required.
- Advanced Degree/Certification is preferred, such as CPA, JD, or LLM.
- A minimum of 3 years of compensation and benefits tax experience or 3 years of tax due diligence experience is required.
- Prior experience with Mergers and Acquisitions is preferred.
- Strong writing, analytical, research, and organizational skills are necessary.
- Proficiency in all Microsoft Office products, with an emphasis on Excel, is required.
- Strong communication skills and a strong sense of personal motivation, as well as the ability to work in a team, are essential.
- Ability to work in a dynamic, time-sensitive environment is required.

Salary Information:
- The salary range is $85,000 - $105,000 annually, dependent on several variables including education, experience, skills, and geography.
- Company offers a discretionary bonus program based on individual and firm performance.

Additional Information:
- Company recognizes the importance of employee development and provides a robust performance development process promoting continuous learning, meritocracy, and career advancement.
- Regular employees working 30 or more hours per week are entitled to participate in fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan.
- Employees are eligible for paid time off, including vacation, personal days, sick time, federal holidays, a floating holiday, and parental leave.
- Company emphasizes Inclusive Diversity, encouraging everyone to bring their whole self to work and fostering a culture of inclusiveness.
- Company is an equal opportunity employer and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination.
- Company does not accept unsolicited resumes from third-party recruiters unless engaged for a specified opening.