Job Description
Join our elite tax team at Lincoln Financial Partners and accelerate your career in one of Nebraska's most dynamic financial hubs. We're seeking a highly motivated Senior Tax Associate to deliver exceptional client services while enjoying competitive compensation and unparalleled growth opportunities. Our collaborative environment fosters innovation, and we invest heavily in professional development to ensure our team remains at the forefront of tax legislation and digital transformation.
Responsibilities
- Prepare and file complex federal, state, and local tax returns for high-net-worth individuals and corporate clients
- Conduct thorough tax research and planning to optimize client outcomes
- Manage audit defense and IRS correspondence with precision
- Maintain meticulous compliance documentation in digital tax platforms
- Mentor junior associates through our structured knowledge-sharing framework
- Leverage ProSystem fx and Lacerte to deliver efficient, error-free solutions
Qualifications
- Bachelor's degree in Accounting/Finance with 3+ years tax experience
- CPA certification (or actively pursuing)
- Expertise in S-Corporation, Partnership, and Trust taxation
- Proficiency in tax research databases (CCH, Bloomberg)
- Exceptional analytical and client communication skills
- Experience with multi-state tax compliance
- Proven ability to manage competing deadlines in fast-paced environments