Senior Tax Planner: Strategic Tax & Planning Leader

LPL Financial; Tempe (AZ); 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 is seeking a Senior Tax Planner to join the Planning Services team. You will create comprehensive tax plans for advisors and their clients, reviewing individual and business tax returns and advising on short- and long-term tax strategies.

The role collaborates with Planning/Advice teams to analyze data, present Tax Plans, and guide advisors on tax code changes. CPA and 5+ years of tax experience are required.

Qualifications

• Bachelor's degree required.
• 5+ years of tax prep/planning experience in tax or accounting firms, financial services, or financial planning environment.
• CPA designation required.
• Strong understanding of personal financial planning and broad tax issues.
• Proficiency with Microsoft Office suite.

Responsibilities

• Review clients’ past tax returns during the financial planning process to identify opportunities.
• Collect, analyze data, and provide recommendations.
• Create and present Tax Plans to advisors and clients.
• Research ad-hoc tax planning questions to support advisors and clients.
• Stay informed on tax code changes and financial planning developments.
• Educate advisors on updates to tax regulations and act as SME on tax planning.

Skills

Tax planning

Client advisory

Financial analysis

Education

Bachelor's Degree

Tools

Tax software

CRM (Salesforce/Redtail)

Excel

Job description

LPL Financial is seeking a Senior Tax Planner to join the Planning Services team. You will create comprehensive tax plans for advisors and their clients, reviewing individual and business tax returns and advising on short- and long-term tax strategies.

The role collaborates with Planning/Advice teams to analyze data, present Tax Plans, and guide advisors on tax code changes. CPA and 5+ years of tax experience are required.