Job Description
Join our elite tax team at Lincoln Financial Group, where your expertise directly shapes our clients' financial futures. We're urgently seeking a meticulous Tax Associate to support high-net-worth individuals and businesses in the Lincoln area. This is your opportunity to accelerate your career in a dynamic, growth-oriented environment with competitive benefits and industry-leading training.
As a key member of our tax division, you'll handle complex compliance issues, develop strategic tax planning solutions, and collaborate with senior advisors to deliver exceptional client experiences. Our Lincoln office offers a collaborative culture, cutting-edge technology, and clear pathways to advancement.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns
- Analyze financial data to identify tax optimization opportunities
- Ensure compliance with federal, state, and local tax regulations
- Conduct tax research and resolve IRS inquiries
- Collaborate with cross-functional teams on integrated financial planning
- Maintain accurate client documentation and reporting systems
- Provide proactive tax advice to minimize liabilities
- Stay current on tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA certification or actively pursuing CPA
- 2+ years of tax preparation experience
- Proficiency in tax software (e.g., ProSystem fx, Lacerte)
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment
- Attention to detail and commitment to accuracy