Job Description
Join Lincoln Financial Partners as a Tax Associate and launch your career in finance! We're seeking a detail-oriented professional to support our growing client base with comprehensive tax compliance and planning services. This direct-hire role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in a collaborative environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide compliance guidance on evolving regulations
- Assist with tax planning strategies to optimize client financial outcomes
- Review financial statements and identify tax-saving opportunities
- Collaborate with audit and consulting teams on integrated client solutions
- Maintain accurate tax documentation and client records
- Stay current with tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 1-3 years of tax preparation experience preferred
- CPA or EA certification highly desirable
- Proficiency in tax software (e.g., ProSystem fx, Lacerte)
- Strong analytical and problem-solving abilities
- Excellent communication and client service skills
- Ability to manage multiple deadlines in a fast-paced environment