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Tax Planning Sr. Advisor

Lincoln Financial Group Radnor, PA

Job Description

Alternate Locations:Philadelphia, PA (Pennsylvania); Radnor, PA (Pennsylvania)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.

Requisition #57743

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 customers 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 $253 billion in assets under management as of December 31, 2017.

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.

The Role


This senior level corporate tax planning and advisory position will provide subject matter expertise and direction on complex projects/initiatives for his/her assigned area(s) of responsibility. This role will research, assess, and implement complex tax planning opportunities at the federal, state, and local tax levels with a particular focus on insurance taxation and the investments of the organization (i.e. fixed income instruments, private debt, mortgages, derivatives, etc) . 

S/he will provide subject matter expertise to ensure tax positions are optimized and aligned with the overall objectives of the organization.



  • Assists with the estimation and/or the forecasting of complex financial impacts of tax legislative changes to the enterprise and/or its lines of business.
  • Builds and enhances relationships 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.
  • Participates on ACLI Tax Committee (selected sub areas) and related communications.
  • Partners effectively and collaboratively with Legal and Taxation stakeholders in support of tax planning efforts.
  • Provides advice and expertise to key internal stakeholders and management which positively influences and socializes tax planning opportunities.
  • Provides complex technical tax research and analysis and documentation of technical tax assessments in related memorandums.
  • Provides support on complex transactions to the Business Units (BU), Finance and other support areas; as an extension of this, primary contact for certain BU personnel on specified subjects.
  • Researches, assesses, and implements complex tax planning opportunities at the federal, state and local tax levels to minimize tax liabilities and maximize after tax profits.
  • Serves as a secondary reviewer on tax compliance items and audit inquiry responses, as requested/needed.
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit for his/her assigned area(s) of responsibility.
  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.
  • Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of his/her assigned area(s) of responsibility.#LI-AY1


Education & Experience

  • 5 -7+ Years of corporate or pubic general tax advisory, planning, or compliance experience ideally with experience in Insurance or Investments
  • 4 Year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors) in (Minimum Required)
  • MBA, Masters in Tax, LLM or CPA a plus, minimal travel #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.

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.


Job Details

Date Posted December 31, 2018
Date Closes January 30, 2019
Requisition 57743-en_US
Located In Radnor, PA
Department Finance & Accounting
SOC Category 00-0000.00