Job Description
Join our dynamic tax team at Lincoln Financial Group as a Tax Associate. We're seeking a detail-oriented professional to deliver exceptional tax advisory services to our diverse client portfolio. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in a supportive environment. If you're passionate about tax compliance and client satisfaction, apply now to become part of our growing finance team.
Responsibilities
- Prepare and review individual and corporate tax returns
- Advise clients on tax planning strategies and compliance
- Research complex tax regulations and update procedures
- Collaborate with audit and consulting teams on integrated solutions
- Manage client relationships and address tax-related inquiries
- Utilize tax software (e.g., ProSystem fx, Lacerte) efficiently
- Stay current with IRS guidelines and state tax laws
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit required
- 2+ years of tax preparation experience
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent verbal and written communication skills
- Ability to manage multiple deadlines and priorities
- Nebraska residency or willingness to relocate