Intern, Compensation & Benefits Tax

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm.

About the Role

A&M’s Compensation & Benefits Tax practice is seeking an intern. As an intern, you will work with a team of professionals to advise companies on qualified retirement plan issues, executive compensation issues, and other compensation and benefits matters. This position will focus on completing complex tax projects, participating in engagements requiring tax analysis/modeling, providing tax and business advice regarding complex transactions, and tax research & writing.

Key Responsibilities

• Perform tax research and summarize conclusions in written form.
• Keep up to date on latest developments affecting the taxation of employee benefits, executive compensation, and payroll practices.
• Assist with marketing initiatives by writing articles, preparing pitch decks, researching targets, and developing presentations.
• Interpret and apply laws, regulations, judicial precedent, and other guidance.
• Draft technical memorandums and letters related to compensation & benefits issues.
• Aggregate data in Excel to assist with complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans.
• Review executive compensation plans and agreements for compliance with Internal Revenue Code and SEC requirements.
• Benchmark compensation against market data and develop reports to support compensation recommendations.
• Review the calculations and work product of peers for accuracy and reasonableness.
• Prepare employee benefit plan tax returns (Form 5500) and Forms 990 and Forms 990-T.

Requirements & Tech Stack

• Excel
• Microsoft Windows and Office applications

Qualifications

• Must be enrolled in an accredited college or university pursuing a Bachelors and/or advanced degree in accounting, finance, taxation, JD, LLM, or other relevant field.
• Preferred: Definitive plans for meeting minimum educational requirements for CPA eligibility and licensure in the state of your assigned office location or membership to a State Bar.
• Excellent verbal and written communication skills.
• Ability to articulate complex information.
• Strong analytical skills.
• Preferred: Understanding of accounting theory, tax and accounting practices.
• Solid PC skills.
• Proficiency in spreadsheets.
• Ability to simultaneously work on several projects and effectively manage deadlines.
• High motivation to learn and grow in a team setting.
• Must be authorized to work in the US without the need for employment-based sponsorship.