Senior Tax Planner

Job not on LinkedIn

16 hours ago

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🌴 South Carolina – Remote

Although this job is listed in South Carolina, this company may be open to hiring remote in other states.

+1 more states

🏄 California – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote

💵 $86.3k - $143.9k / year

⏰ Full Time

🟠 Senior

💰 Tax

🦅 H1B Visa Sponsor

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LPL Financial

WebsiteLinkedInAll Job Openings

Finance • Fintech

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

📋 Description

• 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.

🎯 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 • Experience in preparing high net worth tax returns is a strong plus • 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.) • 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.)

🏖️ Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off