Senior Tax Planner - High-Impact Financial Planning Lead

LPL Financial; Charlotte (NC); On-site; USD 81,000 - 135,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial in Charlotte, NC is seeking a Sr. Tax Planner to join the Planning Services team. You will create comprehensive financial/tax plans for advisors and clients, review individual and business tax returns, and develop long-term tax strategies in collaboration with colleagues.

Requirements include a Bachelor's Degree, 5+ years in tax prep/planning, a CPA designation, and proficiency with Microsoft Office and tax software. The role offers a competitive base salary and robust benefits.

Qualifications

• Bachelor's Degree required.
• 5+ years tax prep/planning experience in tax/accountancy/financial planning.
• CPA designation required.
• Strong tax knowledge across personal, corporate, estate planning, state/federal taxes.
• Proficiency in Microsoft Office and tax software.

Responsibilities

• Review clients' past tax returns to identify opportunities.
• Collect, analyze data and provide tax planning recommendations.
• Create the Tax Plan deliverables and present to advisors/clients.
• Research tax planning questions to support advisors and clients.
• Explain updates to tax codes/regulations to advisors.

Skills

Client communication

Tax planning knowledge

Financial planning

Advisors interaction

Education

Bachelor's Degree

CPA designation

Tools

Microsoft Office

Tax software (eMoney, Holistiplan, etc.)

CRM (Salesforce/Redtail)

Job description

LPL Financial in Charlotte, NC is seeking a Sr. Tax Planner to join the Planning Services team. You will create comprehensive financial/tax plans for advisors and clients, review individual and business tax returns, and develop long-term tax strategies in collaboration with colleagues.

Requirements include a Bachelor's Degree, 5+ years in tax prep/planning, a CPA designation, and proficiency with Microsoft Office and tax software. The role offers a competitive base salary and robust benefits.