Senior Tax Planner

Job not on LinkedIn

🔥 3 minutes ago

🌵 Arizona, North Carolina, +1 more states – Remote

🌵 Arizona – Remote 🌲 North Carolina – Remote 🌴 South Carolina – Remote

💵 $80.9k - $134.7k / year

⏰ Full Time

🟠 Senior

💰 Tax

🦅 H1B Visa Sponsor

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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.

📋 Description

• Create financial/tax plans for delivery to advisors • Review individual tax returns, business tax returns, and end-client tax information • Collect and analyze data and provide recommendations on short- and long-term tax strategies • Ensure tax-related research and data gathering are complete • Create Tax Plan deliverables and present them to advisors and clients • Research ad-hoc tax planning questions to support advisors and clients • Apply increasingly complex personal and business financial planning concepts • Stay informed of financial planning developments and tax law changes • Educate advisors on updates to tax code and regulations • Act as a subject matter expert on tax planning and potential tax law changes • Collaborate with members of the Planning and Advice services team

🎯 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 a broad range of tax issues, including corporate tax, small business, estate planning, and state/federal taxes • Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint) • Communication and presentation skills with superior client service skills • JD/CFP designation or currently working toward completion is preferred • Experience with tax prep software is preferred • Experience with CRM applications such as Salesforce or Redtail is preferred • Experience with financial planning or tax planning software such as eMoney, Holistiplan, Naviplan, MoneyGuide Pro, or BNA Income Tax Planner is preferred • Experience preparing high net worth tax returns is a strong plus

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Cutting-edge resources • Collaborative environment • Freedom to make an impact

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