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

Job title

Tax Analyst

Job type

Experience level

Mid levelSenior

Salary

$69,000 - $124,600 per year

Degree requirement

Bachelor's Degree

Location requirements

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