Tax Analyst

Date: Jan 13, 2019

Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #57919

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


Our Tax Analyst professional delivers high value-add to Lincoln by consistently delivering high quality work product which allows us to mitigate risk, effectively manage Federal and State taxes, meet our regulatory obligations, and support our internal business partners.  This is achieved by enthusiasm and dedication to the role, a desire to expand one’s technical skillset, participation in projects, and a desire to drive results by contributing to team goals and initiatives and grow within our career framework!  S/he will prepare, analyze and report on federal & state income tax returns, GAAP and statutory tax expense, tax balance sheets, and financial disclosures for his/her assigned area(s) of responsibility.




  • Prepares GAAP and statutory tax expense, tax balance sheet, and financial disclosures for his/her assigned area of responsibility.
  • Prepares tax accounting package(s) in accordance with documentation standards and internal control sign off policies.
  • Provides support to team members for the recording of taxes to the GAAP and statutory ledger and completion of regulatory tax disclosures.
  • Prepares federal and state income tax returns.
  • Compiles and documents return-to-provision adjustments (including an assessment on controls), tax return presentation items of note and socializes topics impacting other tax returns.
  • Communicates to internal stakeholders on the legal entity tax profile for his/her assigned area of responsibility.
  • Communicates the correct application of tax technical/regulations of our positions to leadership.
  • Provides management with a tax compliance perspective for his/her assigned area(s) of responsibility.




  • 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) (Minimum Required)
  • 1 - 3+ Years of experience in Finance, Accounting, Reporting, Tax, or Audit directly aligns with the specific responsibilities for this position. 
  • Experience in financial services, life insurance, or the investment industries desired.#LI-AY1



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/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, veterans 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.


Nearest Major Market: Philadelphia

Job Segment: Accounting, Law, Tax, Compliance, Finance, Legal