Tax & Cost Basis Operations Analyst

LPL Financial; Tempe (AZ); On-site; USD 35,000 - 59,000; Full time

Job summary

LPL Financial in Tempe, Arizona is seeking a Cost Basis and Tax Analyst to join the Government Reporting team. You will conduct routine analysis and tests of cost basis and tax reporting processes to ensure accuracy and timeliness.

Responsibilities include analyzing reports, supporting audits, improving operational efficiency, and delivering actionable insights. Collaborate with internal departments to solve complex business challenges and uphold regulatory compliance.

Qualifications

• 3+ years of financial services experience.
• Strong communication and analytical skills.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Supporting and, at times, leading initiatives to improve and enhance the advisor experience while positively impacting the broader LPL organization.
• Share trends and pain points with leadership and business partners to find solutions and pursue process improvements.
• Resolve escalated issues and review for training opportunities.
• Support internal/external audit and risk management review of QC processes as needed.
• Analyze reports and data to determine actionable business intelligence with a strong attention to detail.
• Maintain processes and improve operational efficiency.
• Innovate, test, and launch new ideas to solve complex business problems.
• Work closely with internal LPL departments on different projects and initiatives.
• Assist with audit reviews, collection of data, and materials for regulators and/or internal audit.
• Offers creative recommendations on how to solve business challenges.
• Recognizes issues, problems, or opportunities and determines whether action is needed.
• Lead projects and UAT testing on behalf of the business.

Skills

Communication skills

Independent work

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Access

Job description

LPL Financial in Tempe, Arizona is seeking a Cost Basis and Tax Analyst to join the Government Reporting team. You will conduct routine analysis and tests of cost basis and tax reporting processes to ensure accuracy and timeliness.

Responsibilities include analyzing reports, supporting audits, improving operational efficiency, and delivering actionable insights. Collaborate with internal departments to solve complex business challenges and uphold regulatory compliance.