Job Description
Join our dynamic finance team as a Tax Associate at Lincoln Financial Group, where your expertise will shape the financial future of our clients. We're seeking a meticulous professional to deliver exceptional tax services while advancing your career in a supportive environment. With competitive compensation and growth opportunities, this role is your gateway to becoming a tax industry leader.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide strategic advice to optimize client tax positions
- Manage audit responses and resolve IRS/state tax authority inquiries
- Utilize tax software (e.g., ProSystem fx, CCH Axcess) for compliance and reporting
- Collaborate with senior associates to develop comprehensive tax planning strategies
- Maintain accurate client documentation and ensure regulatory compliance
- Stay updated on evolving tax legislation and industry best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (preferred)
- 2+ years of tax preparation experience
- Proficiency in tax software and MS Office Suite
- Strong analytical and problem-solving abilities
- Excellent communication and client management skills
- Attention to detail with high accuracy in financial documentation
- Ability to work independently in a fast-paced environment