RIC Tax Analyst

Lincoln Financial Group-posted 25 days ago

$69,000 - $124,600/Yr

Full-time • Mid Level

Hybrid • Radnor, PA

5,001-10,000 employees

Insurance Carriers and Related Activities

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We are excited to be hiring an experienced RIC Tax Analyst with investment fund tax experience to join our Corporate Tax / Mutual Fund Administration team. In this role you will support tax compliance, reporting, and disclosures for Regulated Investment Companies (RICs), while also working across broader fund structures including mutual funds, private equity, and hedge funds. Preference will be given to candidates with experience in foreign market taxation, including FBAR filings, India-specific tax compliance, and EU withholding tax reclaims.

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

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

Experience with FBAR filings, India tax compliance, and EU withholding tax reclaims
Familiarity with tax systems (e.g., GoSystem, OneSource)

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

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