Job Description
Join our award-winning tax team at Lincoln Financial Group, where your expertise will shape financial futures. We're seeking a meticulous Tax Associate to deliver exceptional client solutions in our vibrant Lincoln headquarters. Enjoy hybrid flexibility, comprehensive benefits, and a culture that champions professional growth. Your role will be pivotal in ensuring compliance and optimizing tax strategies for diverse portfolios.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and analysis to ensure compliance with current regulations
- Develop proactive tax planning strategies to minimize liabilities
- Collaborate with audit teams to resolve discrepancies and ensure accuracy
- Utilize tax software (e.g., UltraTax, ProSystem fx) for efficient processing
- Represent clients during IRS audits and inquiries
- Maintain detailed client documentation and communication records
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA certification or active pursuit required
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Nebraska residency preferred