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Tax Analyst

Lincoln Financial Group Radnor, PA

Job Description





Alternate Locations: Radnor, PA (Pennsylvania)


Relocation assistance is not available for this opportunity.


Requisition #57919


About the Company

Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015.


Our Tax Analyst professional delivers high value-add to Lincoln by consistently delivering high quality work product which allows us to mitigate risk, effectively manage Federal and State taxes, meet our regulatory obligations, and support our internal business partners.  This is achieved by enthusiasm and dedication to the role, a desire to expand one’s technical skillset, participation in projects, and a desire to drive results by contributing to team goals and initiatives and grow within our career framework!  S/he will prepare, analyze and report on federal & state income tax returns, GAAP and statutory tax expense, tax balance sheets, and financial disclosures for his/her assigned area(s) of responsibility.




  • Prepares GAAP and statutory tax expense, tax balance sheet, and financial disclosures for his/her assigned area of responsibility.
  • Prepares tax accounting package(s) in accordance with documentation standards and internal control sign off policies.
  • Provides support to team members for the recording of taxes to the GAAP and statutory ledger and completion of regulatory tax disclosures.
  • Prepares federal and state income tax returns.
  • 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.
  • Communicates to internal stakeholders on the legal entity tax profile for his/her assigned area of responsibility.
  • Communicates the correct application of tax technical/regulations of our positions to leadership.
  • Provides management with a tax compliance perspective for his/her assigned area(s) of responsibility.




  • 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) (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.#LI-AY1



This position may be subject to Lincolns 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 Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Job Details

Date Posted November 16, 2018
Date Closes December 16, 2018
Requisition 57919-en_US
Located In Radnor, PA
Department Accounting
SOC Category 00-0000.00