Job Description
Join our award-winning tax team at Lincoln Financial Partners as a Tax Associate. We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio. This role offers unparalleled growth opportunities in a collaborative environment where your expertise directly impacts client success and your career trajectory. Enjoy comprehensive benefits including flexible scheduling, professional development stipends, and a hybrid work model.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and compliance analysis using authoritative sources
- Develop tax planning strategies to optimize client outcomes
- Collaborate with audit and advisory teams on integrated client solutions
- Utilize tax software (ProSystem fx, UltraTax) for efficient processing
- Represent clients during IRS/state tax authority communications
- Maintain accurate client documentation and workflow management
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software and Microsoft Office Suite
- Strong knowledge of IRS regulations and state tax codes
- Excellent analytical and problem-solving abilities
- Exceptional communication and client management skills
- Proven attention to detail with complex financial data
- Active CPA license or eligibility to sit for exam