Senior Tax Planner & Strategy Architect

LPL Financial; United States; Remote; USD 81,000 - 135,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Sr. Tax Planner to join the Planning Services team, creating comprehensive tax plans for advisors and their clients. You’ll review individual and business tax returns, gather data, and deliver strategic recommendations within a fast-paced environment.

You will collaborate with planning and advice teams, stay current on tax laws, and educate advisors on updates to tax regulations. Strong client service and communication are essential.

Qualifications

• Bachelor's Degree required.
• 5+ years of tax prep/planning experience in tax or accounting firm, financial services firm and/or financial planning environment.
• CPA designation required.
• Tax experience/knowledge with strong understanding of personal financial planning and the broad range of tax issues (corporate tax, small business, estate planning, state/federal taxes, etc.).
• Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)

Responsibilities

• Review clients’ past tax returns during the financial planning process to identify incremental opportunities.
• Collect, analyze data, and provide recommendations.
• Responsible for ensuring that all tax-related research and data gathering is complete and creating the deliverables (“Tax Plan”) and presenting them to advisors and clients.
• Research ad-hoc tax planning questions as necessary to further support our advisors and their clients.
• Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.
• Educate advisors on updates to tax code/regulations and act as a subject matter expert on tax planning and potential tax law changes.

Skills

Tax planning

Tax prep

Client service

Education

Bachelor's Degree

CPA designation

Tools

Microsoft Office

Salesforce

Redtail

MoneyGuide Pro

eMoney

Holistiplan

Naviplan

Job description

LPL Financial is seeking a Sr. Tax Planner to join the Planning Services team, creating comprehensive tax plans for advisors and their clients. You’ll review individual and business tax returns, gather data, and deliver strategic recommendations within a fast-paced environment.

You will collaborate with planning and advice teams, stay current on tax laws, and educate advisors on updates to tax regulations. Strong client service and communication are essential.