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LPL Financial
Sr. Tax Planner
Remote · United States · Full time · Senior level
$80.9k–$135k / year
About the role
The Sr. Tax Planner creates financial and tax plans for advisors, reviewing tax returns and providing strategic recommendations. This role supports advisors with tax planning and education on tax law changes.
What you’ll do
• Review clients’ past tax returns to identify opportunities. • Collect and analyze data for tax recommendations. • Create and present tax plans to advisors and clients. • Research ad-hoc tax planning questions. • Educate advisors on tax code updates.
What you’ll bring
• Bachelor's Degree. • 5+ years tax prep/planning experience. • CPA designation required. • Strong knowledge of personal and business tax planning. • Proficiency in Microsoft Office suite. • Work authorization for United States.
Life at LPL Financial
LPL offers competitive total rewards including 401K matching, health benefits, stock options, paid time off, and volunteer time off.
About LPL Financial
LPL Financial is a leading U.S. wealth management firm supporting over 32,000 financial advisors and managing $2.3 trillion in assets.