Tax & ESOP Compliance Administrator

Tax & ESOP Compliance Administrator

We are seeking an experienced and detail-oriented Tax and ESOP Compliance Administrator to join our Finance team. This role is an exciting opportunity for a tax professional who wants to expand their career beyond compliance into a highly visible and impactful position. The successful candidate will lead Finits corporate tax compliance and over time grow into ownership of all tax matters while developing proficiency in ESOP administration. This role is perfect for someone with strong tax expertise who thrives working independently and is motivated to broaden their skillset in a unique area of corporate finance.

Responsibilities:

• Tax Compliance and Reporting
  • Ensure compliance with all federal state and local tax regulations.
  • Collaborate with external tax advisors and auditors to manage filings audits and inquiries.
  • Maintain accurate documentation for tax filings and compliance activities.
  • Proactively identify and resolve tax-related issues keeping leadership informed.
• ESOP Administration and Compliance
  • Oversee compliance with ESOP-related regulations including ERISA and IRC Section 409(p).
  • Coordinate with third-party administrators (TPAs) to ensure accurate ESOP plan administration including allocations distributions and vesting.
  • Manage the preparation and submission of ESOP filings such as Form 5500.
  • Support the ESOP Administrative Committee with plan performance updates serving as a knowledgebase for plan participants and ensuring compliance with regulatory requirements.
  • Ensure accurate tracking of participant vesting and distribution schedules.
• Audit Support and Regulatory Liaison
  • Act as the primary point of contact for IRS or Department of Labor audits related to tax or ESOP compliance.
  • Work closely with auditors to ensure timely and accurate responses to inquiries.
  • Document and maintain records of all fiduciary and compliance actions.

Qualifications:

• Experience
  • 5-8 years of corporate tax compliance experience ideally with exposure to both federal and state taxation.
  • Prior experience interfacing with tax auditors or acting as a liaison for compliance activities.
  • Familiarity with ESOP administration or benefit plans is a plus with a strong willingness to learn and develop expertise in this area.
• Technical Skills
  • Solid understanding of corporate tax compliance and related regulations including payroll tax.
  • Ability to quickly learn and apply ESOP-specific regulations including Section 409(p) and repurchase obligations.
  • Proficiency in Microsoft Excel.
• Core Competencies
  • Strong ability to convey compliance information clearly to stakeholders.
  • High degree of accuracy in reporting and compliance documentation.
  • Analytical mindset with the ability to address complex tax and compliance issues.
  • Independent motivated professional eager to grow into full ownership of Finits tax function while expanding into ESOP expertise.

The Finit Culture:

We are seeking candidates who share Finits core cultural values of integrity personal drive innate curiosity and empathy for others. Our consultants enrich the experience of their clients and colleagues by being candid yet egoless and collaborative yet self-directed. We are driven to deliver on behalf of others and we look for candidates who can demonstrate their own inquisitiveness grit and personal approach.

Benefits:

Our benefit program is designed to provide a work/life balance that ensures Finit remains a Great Place To Work.

Eligible employees can participate in Finits comprehensive benefit program which includes:

• 100% premium paid by Employer for Employee level coverage
• Excellent healthcare and Rx plans start on the first day of employment
• Employer contributions to an HSA up to $3600
• Dental and vision plans with nationwide network
• Company-paid life and AD&D plans
• Company-paid short-term and long-term disability plans
• Salary continuation during disability up to 6 months
• 401(k) retirement plan with immediate vesting for employer match contribution
• Traditional and ROTH 401(k) with 28 fund options to select and invest
• Flexible Spending Account (FSA) eligibility with no waiting period
• Carryforward unused FSA balance up to IRS max
• Make Life Easier Perk for personal eligible expenses
• Monthly Connectivity Allowance
• Annual Peripheral Expense Allowance
• Paid 3-month sabbatical after 10 years of employment
• Paid 12-week parental leave
• Paid 11 Holidays
• Flexible PTO/Vacation
• ESOP allocation

Why Finit:

• Strong family culture characterized by good-natured humble people who like helping each other learn and grow.
• Opportunities for a wide variety of project work across many industries.
• 2 weeks per year of training and professional development.
• Finit is proud to be 100% employee-owned! As an ESOP (Employee Stock Ownership Plan) all employee-owners can share in Finits growth and prosperity.

EEO Statement:

Finit provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion gender gender identity gender expression sexual orientation domestic violence victim status national origin ancestry citizenship age disability marital status amnesty genetic information family medical history political affiliation or status in the military or as a covered veteran in accordance with applicable federal state and local laws.

Finit complies with federal and state laws concerning the employment of persons with disabilities. Finit will reasonably accommodate qualified individuals with disabilities. If reasonable accommodation is needed during the recruitment process to perform essential job functions and/or to receive other benefits and privileges of employment please direct your inquiries to Nicole Emerson Managing Director People & Culture.

Remote Workplace:

Employees at Finit primarily work remotely. Our consultants may have some travel requirements to client locations. Our main corporate office is located in Cincinnati OH and may be used for collaborative work.

E-Verify Employer:

Finit is an E-Verify employer. E-Verify is an internet-based system that compares information from your Form I-9 Employment Eligibility Verification to records available to the U.S. Department of Homeland Security (DHS) and Social Security Administration (SSA) to confirm that you are authorized to work in the United States.

Required Experience:

Unclear Seniority