Tax Analyst
Lincoln Financial
full-time
Posted on:
Location Type: Hybrid
Location: Radnor • New York, North Carolina, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $69,000 - $124,600 per year
Job Level
Mid-LevelSenior
About the role
- Perform and review RIC qualification testing including the 90% gross income test and 50% diversification test
- Assist in preparation/review of tax provisions, excise tax calculations, and distribution requirements
- Draft and review financial statement tax footnotes and disclosures in accordance with GAAP
- Support preparation and review of federal and state tax filings for mutual funds and ETFs
- Manage and review Form 1099 reporting and disclosures to investors
- Partner with accounting, operations, and portfolio management teams to ensure data accuracy
- Support analysis of foreign market investments, including PFIC reporting, FATCA/CRS considerations, and treaty implications
- Assist with FBAR filings, India tax compliance, and EU withholding tax reclaims
- Research and document tax issues under the guidance of senior staff
- Assist with audits and regulatory examinations related to fund tax matters
Requirements
- 3+ years of experience in investment fund taxation (mutual funds, private equity, or hedge funds)
- 4 year/Bachelor’s degree in Accounting, Finance, or related field or equivalent work experience
- Strong knowledge of taxation and Generally Accepted Accounting Principles (GAAP)
- Knowledge of RIC tax rules, Subchapter M, and related compliance requirements
- Experience with financial statement tax footnotes and 1099 reporting/disclosures
- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
- Confident, comfortable communicator with strong written and verbal communication skills
- Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
Benefits
- Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
- 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
- Work arrangements that work for you
- Effective productivity/technology tools and training
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
RIC qualification testingtax provisionsexcise tax calculationsGAAPfederal tax filingsstate tax filingsForm 1099 reportingPFIC reportingFATCAEU withholding tax
Soft skills
organizational skillsattention to detailcommunication skillsmulti-taskingprioritization
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance