Tax Jobs in San Bernardino, CA

Senior Tax Planner

The Sr. Tax Planner role will be part of one 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. In this role you will perform reviews of individual tax returns, business tax returns, and information on end-clients tax situation. You will work closely with other 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.
• 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.

What Are We Looking For?

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

Preferences

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. 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 institution, 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, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.