Senior Tax Planner — Innovative Tax Strategy Leader

LPL Financial; Fort Mill (SC); Presencial; USD 81.000 - 135.000; Tempo integral

Benefícios oferecidos por esta vaga

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Resumo da vaga

LPL Financial seeks a Sr. Tax Planner to join our entrepreneurial Planning Services team. You will create financial and tax plans for advisors and clients, review individual and business returns, and propose short- and long-term tax strategies grounded in data.

Collaborate with colleagues to gather insights, educate advisors on tax code updates, and deliver clear tax plans for presentation. This role requires a Bachelor's degree, CPA designation, and 5+ years in tax prep or planning.

Qualificações

• Bachelor's degree or higher required.
• CPA designation required or in progress.
• 5+ years of tax prep/planning experience.
• Strong knowledge of personal financial planning and tax issues.
• Proficiency with Microsoft Office suite.

Responsabilidades

• Review past tax returns to identify opportunities.
• Collect and analyze data, providing recommendations.
• Prepare Tax Plans and present to advisors and clients.
• Research ad-hoc tax planning questions as needed.
• Stay informed on tax law changes and planning developments.
• Educate advisors on updates to tax code/regulations.

Conhecimentos

Tax planning

Client communication

Financial analysis

Formação

Bachelor's Degree

CPA designation

Ferramentas

Microsoft Office

Descrição da vaga

LPL Financial seeks a Sr. Tax Planner to join our entrepreneurial Planning Services team. You will create financial and tax plans for advisors and clients, review individual and business returns, and propose short- and long-term tax strategies grounded in data.

Collaborate with colleagues to gather insights, educate advisors on tax code updates, and deliver clear tax plans for presentation. This role requires a Bachelor's degree, CPA designation, and 5+ years in tax prep or planning.