Sr. Tax Planner

Sr. Tax Planner

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. The Sr. Tax Planner role will be part of our entrepreneurial and fast-paced LPL Planning Services team which is creating the next generation of LPL services to help advisors better serve their clients with robust financial planning. This individual will create the financial / tax plans to be delivered to our advisors.

Responsibilities include :

• Reviewing clients' past tax returns during the financial planning process to identify incremental opportunities.
• Collecting, analyzing data, and providing recommendations.
• Ensuring that all tax-related research and data gathering is complete and creating the deliverables ("Tax Plan") and presenting them to advisors and clients.
• Researching ad-hoc tax planning questions as necessary to further support our advisors and their clients.
• Demonstrating an understanding of increasingly complex personal and business financial planning concepts and staying informed of current financial planning developments and tax law changes.
• Educating advisors on updates to tax code / regulations and acting as a subject matter expert on tax planning and potential tax law changes.

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements :

Core competencies include :

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. 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.

For further information about LPL, please visit www.lpl.com.