Specialist, Tax Rep & Compliance (Mutual Fund/ RIC Taxation)

Lincoln Financial Group Radnor , PA 19087

Posted 2 weeks ago

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

Relocation assistance is not available for this opportunity.

Level: P2

Requisition #64704

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.

General Purpose of Job

This Tax Specialist- Mutual Funds role will serve as a resource to review tax provisions and related federal, state, and insurance income tax filings for Lincoln Financial Group's proprietary mutual funds and other assigned investment products. This role will be responsible to ensure the proper tax treatment of LFG's tax positions for this area of responsibility. S/he will also act as a resource to applicable internal/external stakeholders.


Analysis and Review

  • Prepares and reviews LFG's mutual funds (RICs) tax provisions and related federal and state, income tax filings including ensuring completion of responsibility in an accurate and timely manner

  • Reviews internally or externally prepared federal/state tax returns for mutual funds. Monitors all filings for accuracy and completeness

  • Analyzes and prepares RIC shareholder tax reporting including Foreign Tax Credit and dividends qualifying for the Corporate Dividends Received Deduction

  • Collaborates effectively with applicable key stakeholders within Corporate Tax, Corporate Finance, Fund's Management and outside service providers to facilitate the accurate and timely completion of the Mutual Fund tax process

  • Provides support for tax planning efforts, including but not limited to, researching tax planning opportunities and measuring impact of these opportunities.

  • Monitors distributions to ensure compliance with IRS and SEC regulations including review of tax worksheets, estimated excise schedules, projections used for determining annual distributions, etc.

  • Reviews the analysis of RIC qualification tests including, but not limited to: addressing complicated issues related to the qualification tests; ensuring compliance tests are prepared accordingly; and ensuring issues are timely addressed with portfolio managers


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


  • 3-5 years comparable work experience in public accounting or the financial services industry preferred

  • Proficiency in or knowledge of taxation and Generally Accepted Accounting Principles (GAAP) including, but not limited to

o knowledge of mutual fund accounting

o federal income tax within the financial services industry

o experience in RIC or securities taxation #DS-LI

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.


Nearest Major Market: Philadelphia

Job Segment: Accounting, Compliance, Tax, Corporate Finance, Finance, Legal

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Specialist, Tax Rep & Compliance (Mutual Fund/ RIC Taxation)

Lincoln Financial Group