Sr. Tax Planner

Does helping others with their financial planning motivate you? Do you enjoy collaborating and socializing with other subject matter experts including CFP®s, Attorneys, CFA®s, and CPAs to explore all angles of an opportunity or challenge? LPL’s Tax Planning team is seeking candidates passionate about this space who are also interested in contributing to the development of a new service.

High-Net-Worth Services offers a comprehensive suite of fee-based planning services, investing services, and additional high-net-worth focused capabilities to help to LPL advisors win and serve high-net-worth investors with more complex needs. Our human-led, tech-enabled services help our advisors deliver great financial advice and run thriving businesses.

Job Overview:

In support of subscribing advisors and their high-wealth clients, the Senior Tax Planner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Tax Plans. Acting in a specialist capacity, the Senior Tax Planner will tax input and analysis in tax planning software, conduct tax research, collaborate with High-Net-Worth Services colleagues and advisors on plan design, create plan summaries, and help prepare advisors to present the plan to their clients.

Responsibilities:

Review clients’ past tax returns during the financial planning process to identify incremental opportunities.

Collect, analyze data, and provide strategies for consideration.

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 in some cases end-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?

The candidate must demonstrate keen strategic thinking, analytical, project management and excellent time management abilities. The incumbent must be able to balance a collaborative approach with driving their own independent efforts across all levels of a dynamic, entrepreneurial, and fast-paced organization.

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 or Tax Attorney

Core Competencies:

Experience in preparing high net worth tax returns is a strong plus

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

Strong 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.)

Software experience:

Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)

Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.)

Preferences:

JD/CFP designation (or currently working toward completion)

Experience with tax prep software

Experience with CRM applications (e.g. Salesforce, Redtail)

Pay Range: $92,080-$138,120/year

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. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. 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 .

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