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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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Tax Planning Associate (Paraplanner)

Job ID: R-018429 Date posted: 10/14/2021 Primary Location CA-Remote

Tax Planning Associate, LPL Venture Labs

Remote workers welcome!

Does helping others with their financial vision motivate you? Do you think that the financial and tax planning industry needs an update? LPL’s Tax Planning Solutions team is seeking candidates passionate about this space who are also interested in the idea of launching a new service.

The Tax Planner role will be part of one of our entrepreneurial and fast-paced corporate start-ups. This product is currently in our Venture Labs incubator program which is creating the next generation of LPL services to help advisors to better serve their clients. This individual will create the financial/tax plans to be delivered to our advisors.

In a post-covid world, you are welcome to join us in our San Diego or Fort Mill offices or work remotely anywhere in the US, your choice!


What will you do as Tax Planning Associate?

  • Perform reviews of estate plan documents, past tax returns and information on end-clients tax situation, working closely with other members of our Paraplanning Solutions team to collect, analyze and provide recommendations on short and long term tax strategies (e.g. investments, retirement plan savings, business structure and deductions, …)
  • Review clients’ past tax returns during the financial planning process to identify incremental opportunities.
  • 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.

Job Requirements

  • Bachelor's Degree in Business, Finance, or related field
  • 5-7 years of tax prep/planning experience within a financial services firm and/or a financial planning environment
  • CPA designation required
  • CFP designation (or currently working toward completion) is strongly preferred, but optional
  • Strong tax experience/knowledge with strong understanding of personal financial planning and the broad range of tax issues (corporate tax, small business, estate planning, state/federal taxes, etc.)
  • 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

Software experience:

  • Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
  • Experience with financial planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, etc.)
  • Experience with CRM applications preferred (e.g. Salesforce, Redtail)

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.

Even more, you will be part of our founding Tax Planning Solutions team that is going through our Venture Labs, our corporate incubator arm that invests and helps accelerate the development of new services that will transform the future of financial advice. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Learn more about how it is like to work at LPL, our benefits and our social responsibility values!

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

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 (800) 877-7210.

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