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Payroll Tax Analyst

Job ID: R-023270 Date posted: 06/02/2022 Primary Location USA-Remote

Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

This position will be responsible for preparing and filing of all payroll taxes in a multi-company, multi-state and local environment. You would work with external auditors on quarterly tax reviews and prepare new tax registrations and reconciliation of various general ledger accounts. This position will also ensure compliance with internal controls. The Payroll Tax Analyst reports directly to the Payroll Manager and has no supervisory responsibilities.


  • Responsible for annual payroll tax filings and participates in other payroll year-end requirements

  • Ensures applications to all relevant taxing agencies are made timely for all LPL entities

  • Researches and responds to employment tax issue inquiries with Federal and State employment tax authorities

  • Researches issues related to account variances

  • Files amended returns with Federal, State, State Unemployment, and Local agencies; Tracks refunds based on amendments filed

  • Assists in maintaining the federal, state and local quarterly payroll deductions to tax payment reconciliations

  • Maintains changes in unemployment rates on ADP Smart Compliance

  • Maintains states by entity information on ADP Smart Compliance

  • Research state and local specific tax requirements; communicates updates to team

  • Reconciles tax reporting and payments made throughout the calendar year to the W-2 file

  • May perform periodic internal audits of payroll tax areas and prepare materials for external or internal auditors

  • Assists with and serves as a back-up for other analyst duties such as running employee data interfaces from the HR information system.

  • Coordinates wire transfers to vendors and state agencies

  • Ensures compliance with all compensation and tax regulations as well as internal SOX and audit controls

  • Assists with the Analyzing merger, divestiture and acquisition activity, for tax entity impacts and implementing resulting actions as needed

  • Assists with the reconciling of tax accounts with Payroll Tax Accounting personnel and ability to analyze and take correction actions as necessary.

  • Ensures payroll tax electronic and paper record retention according to company and department policy, including filing.

  • Miscellaneous duties as assigned


  • Bachelor’s degree in accounting, finance, or related field or equivalent experience

  • Current CPP certification a plus

  • 3 years payroll tax experience including federal, state, and local payroll withholding and unemployment tax experience and/or a combination of 3 years payroll tax/accounting experience required

  • Hands-on experience with payroll software  (ADP Enterprise and ADP Smart Compliance) preferred


  • Advanced competency in payroll reporting tools (ADPR preferred)

  • Ability to work under tight deadlines and demonstrate critical thinking and detail orientation

  • Skill in providing thorough, efficient, and effective customer service to individuals at all levels within the organization

  • Organizational skills to maintain appropriate files and reports

  • Must have the flexibility to handle multiple projects and problems simultaneously

  • Strong ability to connect with people and develop interpersonal skills

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 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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