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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Lincoln Financial Group
Lincoln
Estimated Salary
USD 52.000 – USD 68.000
New
Live Update
26 Juli 2026
Deadline
26 Jul 2027

Job Description

Join our dynamic tax team at Lincoln Financial Group and make an immediate impact on clients' financial futures. We're urgently seeking a detail-oriented Tax Associate to deliver exceptional tax services in our Lincoln, NE headquarters. This full-time role offers competitive compensation, comprehensive benefits, and rapid career growth opportunities in a collaborative environment.

As a key member of our tax department, you'll handle complex individual and corporate tax returns while staying ahead of evolving tax regulations. Our supportive culture values continuous learning, and we provide ongoing professional development for ambitious tax professionals.

Responsibilities

  • Prepare and review federal/state tax returns for individuals and businesses
  • Ensure compliance with IRS regulations and state tax codes
  • Conduct tax research and provide strategic planning advice
  • Collaborate with senior team members on complex tax cases
  • Utilize tax software (ProSystem fx, Lacerte) efficiently
  • Communicate tax strategies clearly to diverse clients
  • Stay updated on quarterly tax law changes

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • 1-3 years of tax preparation experience
  • CPA certification or actively pursuing CPA
  • Proficiency in tax software and Microsoft Office
  • Strong analytical and problem-solving skills
  • Excellent attention to detail with 100% accuracy
  • Ability to manage multiple deadlines in fast-paced environment
  • Effective communication and client service skills

Required Skills

Tax Preparation CPA Tax Compliance IRS Regulations Tax Planning Lacerte ProSystem fx Financial Analysis

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