Consultant, Tax Planning & Advisory

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Date: Dec 16, 2024

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 74036

The Role at a Glance

As the Analyst – Planning, Audits & Advisory, you will provide support and direction on complex projects/initiatives for Lincoln’s Corporate Finance area. This role will research, assess, and implement complex tax planning opportunities at the federal, state, and local tax levels.
*If the selected candidate is not near a Lincoln office, this position could be Remote.

General Purpose of Job

This position will serve as a resource on more complex projects/initiatives for their assigned area(s) of responsibility. This role will research, assess, analyze and implement complex tax planning opportunities at the federal, state, and local tax levels. They will consult/analyze ensuring tax positions are optimized and aligned with the overall objectives of the organization. They will also act as a resource to applicable internal/external stakeholders.

What you'll be doing

• Assist documentation of tax accounting impacts from transactions inclusive of M&A activities and associated due diligence processes where warranted.
• Research, model, and analyze transactions and the associated tax results.
• Collaborates with tax compliance team on ensuring tax positions and transactions make it into the financial statements in accordance with ASC740.
• Strategize on tax items that could have a direct impact to capital.
• Provides technical tax research and analysis and documentation of technical tax assessments in related memorandums.
• Participates in the estimation and/or the forecasting of complex financial impacts of tax legislative changes to the enterprise and/or its lines of business.
• As part of a team connect with appropriate internal business/management stakeholders to generate tax planning ideation and optimally leverage internal thoughts as to what would bring tax advantages to their line of business/enterprise.
• Review tax compliance items and audit inquiry responses, as requested/needed.
• Performs tax accounting and reporting on a US GAAP and Statutory basis.
• Provides subject matter expertise and directions on all aspects of income tax compliance – return preparation and review, estimated payments, extensions, etc..
• Provides tax impacts and results relating to the business (financial) and strategic plan; including Effective Tax Rate (ETR) forecasting.
• Be available to internal/external stakeholders for Tax Accounting and Reporting matters.
• Recommends improvements for key processes within Tax.

What we’re looking for

Must haves:
• 2-5 Years of corporate or public general tax experience that directly aligns with the specific responsibilities of this position
• Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.
• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed, and logical discussions/presentations.
• Confident, comfortable communicator with strong written and verbal communication skills.
• Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Demonstrated ability to identify and recommend process improvements.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Nice-to-haves:
• 2-4 years in public accounting firm•
• Tax planning or advisory interest/experience A+
• CPA A+

Application Deadline

Applications accepted until 3/31/25

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
Effective productivity/technology tools and training

The pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

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