Apply now »

Partnership Retirement and Benefits, Assistant Director

Location:  New York
Other locations:  Anywhere in Region
Salary: Competitive
Date:  Jan 7, 2025

Job description

Requisition ID:  1572877
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.
 
The exceptional EY experience. It's yours to build.
 
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
 

Location: New York, Palo Alto, Sacramento, San Diego, San Francisco, San Jose, Irvine, Los Angeles, Denver, Stamford, Hartford, Atlanta, Indianapolis, Kansas City, New Orleans, Baltimore, Boston, Detroit, Minneapolis, St Louis, Las Vegas, Hoboken, Iselin, Charlotte, Cleveland, Columbus, Portland, Pittsburgh, Philadelphia, Phoenix, Nashville, Houston, Dallas, Salt Lake City, McLean, Richmond, Seattle, Milwaukee, Washington DC
 

Partnership Retirement and Benefits, Assistant Director

 

The Partnership Retirement Assistant Director has a key oversight role in the administration of the retired partner payroll process, as well as the partner separation process.  With regard to payroll, retired partners receive monthly pension payments which are processed though the Partnership Operations Retirement Department and paid to retirees on the 15th of each month via direct deposit or physical check (in some cases).  The separations process entails the creation of financial separation packages, which summarizes retiring partners or separating partners financial interests at EY.  In this role you will be responsible for the administration of the partner separation process, and for timely processing of all retirement plan payments and for compliance with all legal regulations.

 

The opportunity

The Partnership Retirement Assistant Director may supervise the department staff who administer and process all partners exiting the Firm and retirement payroll.  As part of this role, you will act as the team’s liaison with various internal and external vendors and clients.  You will also be a point of contact for retired partner matter resolutions, while providing exceptional client service to active and retired partners. 

 

Your key responsibilities

  • Assists in the design, evaluation and modification of department processes and procedures to make certain that they are current and comprehensive. Proposes changes to management.
  • Mediates between benefits providers and retired partners.  This may include but is not limited to handling retired partner benefits-related and retirement related questions or taking suggestions.
  • Maintains an awareness of partner retirement plans for tax compliance. Responsible for accurate production and distribution of retired partner tax documents. Works with internal providers to ensure systems are updated to reflect any changes. Proposes changes to management.
  • Assists in the compliance and audit inquiry responses for partner tax-qualified plans, working with internal clients and external auditors to provide required information and answer any questions. Responsible for prompt and accurate compliance.
  • Provides comparative benefit analysis of EY partner retirement plans to competitor retirement plans for executive management review.
  • Prepares and/or approves communication materials for retirement benefits to create an understanding and awareness of plans.
  • Manages provider relationships.
  • Develops system specifications for automated system enhancements and changes.

 

To qualify for the role, you must have

  • Approximately 8-10 years of related experience 
  • BA degree in related discipline or equivalent work experience
  • Very good customer service skills
  • Strong interpersonal, communication, analytical and organizational skills
  • PC proficiency
  • Broad knowledge of benefit plans
  • Excellent decision-making skills

 

Ideally, you’ll also have

  • Proficiency in Microsoft Excel and other MS Office applications

 

What we look for

Experienced finance professionals looking to grow their retirement and benefits knowledge, while providing exceptional client service to current and former leaders of EY.  As well as assist in approving the efficiency and automation of the many processes and tasks managed by the Partnership Operations Retirement Team.

 

 
What we offer
 
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $100,000 to $204,000. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $125,000 to $212,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
 
  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
 
EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
 
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
 
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
 
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
 
For those living in California, please click here for additional information.
 
EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com

Apply now »