Sr. Tax Planner

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

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Does helping others with their financial vision motivate you? Do you think that the financial and tax planning industry needs an update? LPL’s Tax Planning team is seeking candidates passionate about this space who are also interested in the idea of launching a new service.

Job Overview

The Sr. Tax Planner role will be part of one of our entrepreneurial and fast‑paced LPL Planning Services team which is creating the next generation of LPL services to help advisors better serve their clients with robust financial planning. This individual will create the financial/tax plans to be delivered to our advisors. In this role you will perform reviews of individual tax returns, business tax returns, and information on end‑client’s tax situation. You will work closely with other members of our Planning and Advice services team to collect, analyze and provide recommendations on short and long term tax strategies (e.g. investments, retirement plan savings, business structure and deductions).

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.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• Bachelor's Degree
• 5+ years of tax prep/planning experience within a tax or accountancy firm, financial services firm and/or a financial planning environment
• CPA designation
• Tax experience/knowledge with a 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)

Core Competencies

• Communication and presentation skills with superior client service skills as you’ll be constantly interacting with advisors and clients

Preferences

• JD/CFP designation (or currently working toward completion)
• Experience with tax prep software
• Experience with CRM applications (e.g. Salesforce, Redtail)
• Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.)
• Experience in preparing high net worth tax returns is a strong plus

Pay Range

$80,855.00 - $134,724.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

EAC 5.19.26