LPL Financial
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
Job Overview The Sr. Tax Planner role will be part of one of our entrepreneurial and fast‑paced LPL Planning Services team, creating the next generation of LPL services to help advisors better serve their clients with robust financial planning. This individual will create financial/tax plans to be delivered to our advisors. In this role you will perform reviews of individual tax returns, business tax returns, and information on end‑client tax situations. You will work closely with members of our Planning and Advice services team to collect, analyze, and provide recommendations on short‑ and long‑term tax strategies (e.g., investments, retirement plan savings, business structure and deductions).
Responsibilities Review clients’ past tax returns during the financial planning process to identify incremental opportunities. Collect, analyze data, and provide recommendations. Ensure that all tax‑related research and data gathering is complete and create the deliverables (“Tax Plan”) and present them to advisors and clients. Research ad‑hoc tax planning questions as necessary to support our advisors and their clients. Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current 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
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.). Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint). Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuidePro, 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 $86,300-$143,900/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. LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401(k) 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.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services.
Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance; it includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.
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 (855) 575-6947.
Principals only. EOE.
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Job Overview The Sr. Tax Planner role will be part of one of our entrepreneurial and fast‑paced LPL Planning Services team, creating the next generation of LPL services to help advisors better serve their clients with robust financial planning. This individual will create financial/tax plans to be delivered to our advisors. In this role you will perform reviews of individual tax returns, business tax returns, and information on end‑client tax situations. You will work closely with members of our Planning and Advice services team to collect, analyze, and provide recommendations on short‑ and long‑term tax strategies (e.g., investments, retirement plan savings, business structure and deductions).
Responsibilities Review clients’ past tax returns during the financial planning process to identify incremental opportunities. Collect, analyze data, and provide recommendations. Ensure that all tax‑related research and data gathering is complete and create the deliverables (“Tax Plan”) and present them to advisors and clients. Research ad‑hoc tax planning questions as necessary to support our advisors and their clients. Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current 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
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.). Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint). Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuidePro, 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 $86,300-$143,900/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. LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401(k) 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.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services.
Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance; it includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.
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 (855) 575-6947.
Principals only. EOE.
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