Job Description
Join Lincoln Financial Partners' elite tax team as a Senior Tax Associate. We're seeking a detail-oriented professional to drive complex tax compliance and planning strategies for our high-net-worth clientele. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment in Lincoln's premier financial district.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and corporations
- Advise clients on tax optimization strategies and regulatory compliance
- Lead tax audits and IRS correspondence resolution
- Develop tax projections and modeling for business clients
- Mentor junior associates on tax research methodologies
- Collaborate with cross-functional teams on integrated financial solutions
Qualifications
- CPA license or active CPA candidate (150 credit hours)
- 5+ years of progressive tax experience in public accounting
- Advanced proficiency in tax software (ProSystem, Lacerte, or UltraTax)
- Expertise in individual, corporate, and partnership taxation
- Master's degree in Taxation or Finance preferred
- Strong analytical and client communication skills