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+