Hybrid Tax Analyst

at Lincoln Financial

• Job title: Tax Analyst
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $69,000 - $124,600 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Radnor, United States

About the role

• RIC Tax Analyst supporting tax compliance and reporting for investment funds at Lincoln Financial. Requires investment fund taxation experience and offers hybrid work arrangement.

Responsibilities

• 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