State Bar License or EA 

Demonstrates knowledge and understanding thorough abilities and/or proven record of success in roles involving Compensation and Benefits Tax in a major consulting firm, major law firm or corporate environment with a combination of any of the following: 

• Comprehensive technical skills in a wide array of compensation and benefit matters, such as the taxation of compensation plans, stock-based compensation, deferred compensation arrangements, health and welfare plans, and qualified plans;  
• Experience with employment tax treatment of compensation and payroll tax reporting, including fringe benefits, worker classification, corporate restructuring, accountable plans, health and welfare, tax controversy, tax credits, global mobility, and/or federal and state payroll tax compliance. 
• Design, regulatory, compliance, financial reporting, and technical aspects of compensation arrangements in either a major law-firm, consulting, or corporate environment;  
• Domestic compliance programs, including voluntary disclosures, qualified and non-qualified benefit programs, and experience with financial analysis;  
• Researches and prepares written client deliverables assessing Sections 280G and/or 409A analysis;
• Builds, maintains, and utilizes networks of client relationships and community involvement; and,
• Communicates value propositions; and preparing and/or coordinating complex written and verbal materials.

Demonstrates thorough proven track record of success: 

• Comprehensive technical skills, including federal tax, ability to analyze legislative and regulatory tax developments, and research, analyze, and write client deliverables, including memoranda and tax opinions on proceedings and/or federal and state tax law. 
• Utilizes critical thinking, strategic thinking and problem solving to address and solve client challenges; 
• Develops project approaches and work plans, including dependencies, maintaining project economics, and keeping leadership informed of progress and issues; 
• Identifies and resolving basic business analysis challenges with limited assistance; 
• Adjusts readily to shifting priorities and rapid change by anticipating and addressing client needs while building and expanding relationships with clients; 
• Works on various sized project teams, in a collaborative and fast-paced environment while building relationships with internal and external stakeholders; and, 
• Transforms the business by creating capacity and delivering an enhanced employee and client experience.