Steve Avrick Email & Phone Number

Chicago, Il, Us

Greater Chicago Area

𝘞𝘦𝘴𝘵 𝘔𝘰𝘯𝘳𝘰𝘦 (𝘢 100% 𝘦𝘮𝘱𝘭𝘰𝘺𝘦𝘦-𝘰𝘸𝘯𝘦𝘥 𝘤𝘰𝘮𝘱𝘢𝘯𝘺) 𝘪𝘴 𝘢 𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘯𝘥 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘪𝘯𝘨 𝘧𝘪𝘳𝘮 𝘸𝘪𝘵𝘩 𝘮𝘰𝘳𝘦 𝘵𝘩𝘢𝘯 1,100 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘵𝘰 𝘴𝘰𝘭𝘷𝘦 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘹 𝘱𝘳𝘰𝘣𝘭𝘦𝘮𝘴 𝘰𝘧 𝘪𝘵𝘴 𝘤𝘭𝘪𝘦𝘯𝘵𝘴.As a Senior Manager at West Monroe, I lead the administration of the company’s ESOP and 401(k) retirement plans, as well as oversee its nonqualified plans. I also advise on ERISA matters and assist in Payroll and other tax areas. Some of my key deliverables include: • Subject matter expert regarding retirement plan compliance and administration issues;• Continuous monitoring of the legal and regulatory environment affecting retirement plans;• Experienced writer of board resolutions, plan amendments, and summary plan descriptions;• Skilled drafter of participant communications, including plan policies and other explanatory materials;• In-house ERISA advisor to payroll, legal, and HR departments, including benefit claim decisions;• Advising on 409A, SARs, stock options, deferred comp and other non-qualified plan issues;• Preparer of nondiscrimination & 409p tests, 5500s, annual financials & audit reports, & RLS studies;• Overseeing and managing vendor/trustee relationships and budgets, including running RFPs;• Experienced advisor on buy-sell transactions, HR due diligence and benefit plan integrations;• Leader, motivating teams through a collaborative, mentoring management style;• Proactively plan procedure development and continuous process improvement; • Experienced speaker and panel participant at ESOP regional technical conferences; and• Outstanding verbal and written communications, including the ability to explain complex legal and tax issues in a clear, concise manner for a non-technical audience. Selected Skills:* ESOP, 401(k), & Nonqualified Plan Administration* Financial & Audit Statements

Skokie, Il

Sirius, a leading national IT solutions integrator and managed services provider, acquired Forsythe Technology on October 31, 2017. As a consultant to Sirius, I assisted in the final 5500 filings for the Forsythe ESOP and 401(k) retirement plans, including preparing drafts of the annual financial statements and audit reports and footnotes for plan years 2017 and 2018.

Skokie, Il

𝘍𝘰𝘳𝘴𝘺𝘵𝘩𝘦 𝘸𝘢𝘴 𝘢 $1𝘉 𝘦𝘮𝘱𝘭𝘰𝘺𝘦𝘦-𝘰𝘸𝘯𝘦𝘥 𝘉2𝘉 𝘐𝘛 𝘪𝘯𝘧𝘳𝘢𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘴𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘥𝘢𝘵𝘢 𝘤𝘦𝘯𝘵𝘦𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘳, 𝘷𝘢𝘭𝘶𝘦𝘥 𝘢𝘥𝘥𝘦𝘥 𝘳𝘦𝘴𝘦𝘭𝘭𝘦𝘳 (𝘝𝘈𝘙) 𝘢𝘯𝘥 𝘭𝘦𝘴𝘴𝘰𝘳 𝘰𝘧 𝘣𝘦𝘴𝘵 𝘰𝘧 𝘣𝘳𝘦𝘦𝘥 𝘤𝘰𝘮𝘱𝘶𝘵𝘦𝘳𝘴 𝘢𝘯𝘥 𝘴𝘰𝘧𝘵𝘸𝘢𝘳𝘦, 𝘸𝘪𝘵𝘩 35 𝘰𝘧𝘧𝘪𝘤𝘦𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘜.𝘚. 𝘢𝘯𝘥 𝘊𝘢𝘯𝘢𝘥𝘢.Served as internal ERISA counsel and managed ESOP and 401(k) retirement plans and annual expense budget, as well as oversaw non-qualified plans. Assisted General Counsel and participated in numerous corporate matters, from Canadian operations and benefits to tax issues, both U.S. and foreign related. Supported Payroll Manager, Director of Compensation and Benefits, and Human Resources, with respect to legal, tax, accounting, and ERISA issues.Some of my key tax related capabilities include: • Research and implement permanent establishment and transfer pricing strategies, including the preparation of intercompany agreements;• Prepare international corporate tax and VAT filings, and tax registrations;• Prepare employment and payroll taxes, including expat and secondment agreements;• Experience with foreign incorporations, having organized in Asia, Canada and the UK;• Lead and motivate teams through a collaborative, mentoring management style;• Proactively plan procedure development and continuous process improvement; and• Ability to explain complex legal and tax issues in a clear, concise manner for a non-technical audience.Selected Skills:* Internal ERISA Counsel* Retirement Plan Management* Budgeting & Cost Control* General Counsel Assistance* Foreign & Domestic Tax Strategy Development & Implementation* ESOP & 401(k) Benefit Administration Management* Financial Statement Creation* Audit Report Development* Policy & Procedure Development* Full Lifecycle Project Management* Cost Reductions & Tax Strategy Development* Licensure & Application Completion

Skokie, Il

Led Tax Department. Managed 10 team members including Income Tax Manager, Sales Tax Manager, and Personal Property Tax Manager. Led team to prepare company to make successful S Corp Election in 2006. Administered ESOP and 401(k) Plans.Some of my key capabilities include: • Manage sales/use and property taxes, franchise and corporate income taxes;• Prepare international corporate tax and VAT filings, and tax registrations;• Prepare employment and payroll taxes, including expat and secondment agreements;• Provide tax & legal guidance to in-house payroll, legal, accounting, and HR groups regarding payroll taxes, ERISA, and qualified and non-qualified benefit plans, including fiduciary responsibilities;• Lead and motivate teams through a collaborative, mentoring management style;• Identify tax minimization opportunities and spearhead strategic tax planning initiatives;• Proactively plan procedure development and continuous process improvement; • Outstanding verbal and written communications, including the ability to explain complex legal and tax issues in a clear, concise manner for a non-technical audience; and • Exceptional attention to detail and accuracy in my work.Selected Skills:* Income, Sales, & Personal Property Tax Management* Tax Strategy Development & Implementation* Agreement Negotiations* Policy & Procedure Development* Full Lifecycle Project Management* Client Transaction Management* Tax Handbook Development & Publication

Skokie, Il

Promoted to Officer of company leading cross-functional team representing company before IRS. Achieved zero audit adjustments. Established company sales tax policy for all client transactions. Wrote and published internal tax handbook. Saved $200K in state income taxes per year. Administered ESOP and 401(k) Plans.

Skokie, Il

Restructured and organized Tax department work product reducing return preparation time by 40%. Slashed outside consulting fees 80% year over year by preparing and implementing retirement plan nondiscrimination testing and plan amendments in-house. Administered ESOP and 401(k) Plans.

Chicago, Il

Prepared federal and state S Corp and C Corp income tax returns with emphasis on U.S. tax effects on foreign operations. Developed intercompany accounting policy for management fee sharing.

Greater Chicago Area

Represented clients in tax matters before IRS and reduced assessments. Prepared corporate, individual, partnership, and payroll tax returns. Researched and drafted legal opinions.

Chicago, Il

Performed research, planning, and return preparation with emphasis on international tax law. Promoted 3 times in 3 years, serving Fortune 50 clients.

Juris Doctor, Tax & Business Law

Bachelor Of Science, Accounting

Earned Bachelor'S Degree And Jd