Specialist, Tax Rep & Compliance

Alternate Locations: US Northeast; US Southeast

Work Arrangement:Hybrid/Office

Relocation assistanceis not available for this opportunity.


Requisition #:67458

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 $238 billion in assets under management as of December 31, 2018.

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.

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 atfraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

General Purpose of Job

This position will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of Tax Reporting and Compliance responsibility. They will prepare, analyze and report on Federal and State Income Tax Returns, GAAP and Statutory Tax Expense, Tax Balance Sheet, and Financial Disclosures for their assigned area(s) of responsibility.

Duties and Responsibilities

Communicates the correct application of tax technical/regulations of our positions to leadership.

Communicates to internal stakeholders on the legal entity tax profile for their assigned area of responsibility.

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.

Identifies and communicates to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.

Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.

Prepares federal and state income tax returns.

Prepares GAAP and statutory tax expense, tax balance sheet, and financial disclosures for their assigned area of responsibility.

Prepares tax accounting package(s) in accordance with documentation standards and internal control sign off policies.

Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

Provides management with a tax compliance perspective for their assigned area(s) of responsibility.

Provides support to team members for the recording of taxes to the GAAP and statutory ledger and completion of regulatory tax disclosures.

Additional Position Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.

Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes

Performs other duties as required.

Remains current in profession and industry trends.

Other Skills and Abilities

Ability to perform under stress in cases of emergency, critical or hazardous situations.

Ability to research tax issues, write concise and focused technical documents, presentations, and communications (memos, fact sheets, collateral materials) to technical and non-technical audiences.

Ability to work with others in a team environment.

Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).

Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Demonstrates knowledge of insurance company tax issues; reserves, DAC, IMR/AVR, surplus adjustments, bond and hedging investments, life non-life consolidation considerations, and SSAP101 admissibility.

Demonstrates knowledge of state taxation, economic performance, uncertain tax positions, credits, flow through reporting, gain/(loss) issues.

Demonstrates knowledge of tax accounting under ASC-740 & SSAP101; debit and credit knowledge, stat-to-GAAP, income statement versus surplus/equity, tax expense and tax payable reconciliation, footnotes, valuation allowance, annual tax basis validations.

Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

Demonstrates strong interpersonal skills with a collaborative style.

Demonstrates the ability to use sound judgment and discretion regarding confidential information.

Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Successfully completes regulatory and job training requirements.


4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - 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. (Required )

Work Arrangement:

Hybrid/Office:Employees will work in a Lincoln office generally three days each week and work from home the remainder of the days, following any applicable in-office training period determined by their manager.

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.

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