VP, Tax Merger and Acquisitions

Date: Nov 18, 2023

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: US Northeast; US Southeast; Work from Home


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.


Hiring Manager: Matthew Arnold


Requisition #: 72329


What you'll be doing

•    Advises management on tax consequences of Merger and Acquisitions (M&A) transactions and identifies both short and long term solutions to effect the transaction.  Ensures the structure is consistent with the long term enterprise strategy.
•    Leads all Tax due diligence and integration support for Mergers and Acquisitions (M&A) efforts including the assessment of deal structures, long-term business structure consistent with the LFG business strategy and the tax integration of acquired companies.
•    Contributes to business unit/operational and enterprise strategy creation for his/her assigned area(s) of responsibility.
•    Leads/executes approved strategy for his/her assigned area(s) of responsibility.
•    Leads, establishes and implements priorities, performance goals and objectives to achieve key business results for his/her assigned area(s) of responsibility.
•    Guides and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility.
•    Leads and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
•    Leads the identification, development, and implantation of strategic process improvements that significantly reduce workloads or improve quality across the team, business unit, and/or the organization for assigned area(s) of responsibility.
•    Provides thought leadership and functional expertise to internal/external stakeholders for his/her assigned area(s) of responsibility.
•    Builds organizational capability within his/her assigned area(s) of responsibility.
•    Ensures that top talent is hired and retained for his/her assigned area(s) of responsibility. 
•    Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
•    Serves as a key member of appropriate Lincoln Financial Group committees and working groups and participates in internal LFG tax forces or other project steering committees whether or not tax focused.
•    Conducts tax research and planning over multi-year scenarios.  Presents findings and recommendations and cost/benefit analysis to executive management.
•    Ensures the development of tax strategies related to the Company’s current business and any long term business initiatives.
•    Monitors change in tax law and works with the Company’s Public Policy Group to analyze legislative efforts, regulatory pronouncements (IRS, Treasury, state & foreign taxing authorities) and judicial developments, and evaluate the potential impact of such on the Company’s business.
•    Supports business strategies and initiatives by representing LFG at Federal, State, and Local regulatory bodies and at various industry associations and functions recognized as an industry Tax “thought leader”.
•    Builds organizational capability within the Tax function.
•    Ensures that top talent is hired and retained.
•    Provides training opportunities for Tax employees and gives honest and open feedback to aid in the development of talent.

The Role at a Glance

This Vice President- Tax Mergers and Acquisitions position provides executive finance leadership and tax strategy to Lincoln Financial Group directly related to Tax Mergers and Acquisition (M&A) and Tax Capital Strategy functions.

What we’re looking for

•    4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors)
•    15+ years of of progressively more responsible experience in taxation, including at least 5 years of leading a tax function; or 19+ years of equivalent progressively more responsible work experience in taxation, including 5 years of leading a tax function.
•    Business experience within the life insurance and financial service industry.
•    MBA degree, Masters in Tax, or Advanced Degree preferred.
•    Certified Public Accountant (CPA) license preferred.
•    5+ senior management experience in a large complex organization including influencing senior management and critical stakeholder responsibility


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:

  • A clearly defined career framework to help you successfully manage your career

  • 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


Pay Range: $169,701 - $306,200 


Actual base pay could vary 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 provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $290 billion in end-of-period account balances net of reinsurance as of March 31, 2023. 


Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2022 World’s Most Ethical Companies®. We create opportunities for early career talent through our intern development program, which ranks among WayUp and Yello’s annual list of Top 100 Internship Programs.


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. 


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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/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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