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 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 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 a post-covid world, you are welcome to join us in our San Diego, Austin, Boston or Fort Mill offices or work remotely anywhere in the US, your choice!
Perform reviews of individual tax returns, business tax returns, and information on end-clients tax situation, working 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, …)
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.
Bachelor's Degree in Business, Finance, or related field
3-5 years of tax prep/planning experience within a tax or accountancy firm, financial services firm and/or a financial planning environment
CPA designation required
JD/CFP designation (or currently working toward completion) is a plus
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.)
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
Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.)
Experience with tax prep software is a plus, but not required.
Experience with CRM applications preferred (e.g. Salesforce, Redtail)
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!
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.