Sr. Tax Planner

LPL Financial•Fort Mill, SC

11d•$80,855 - $134,724

About The Position

The Sr. Tax Planner joins LPL Planning Services, an entrepreneurial and fast-paced team developing services to help financial advisors better serve clients through robust financial planning. The role creates financial and tax plans for delivery to advisors, reviews individual and business tax returns and information about clients’ tax situations, and collaborates with the Planning and Advice Services team to develop recommendations on short- and long-term tax strategies, including investments, retirement plan savings, business structure, and deductions. The planner also researches tax questions, prepares and presents tax plan deliverables, and keeps advisors informed about tax code and regulatory changes.

Requirements

Bachelor’s degree.
At least 5 years of tax preparation or planning experience within a tax or accountancy firm, financial services firm, or financial-planning environment.
CPA designation.
Tax experience and knowledge, including a strong understanding of personal financial planning and tax issues such as corporate tax, small business, estate planning, and state and federal taxes.
Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
Strong communication, presentation, and client-service skills.

Nice To Haves

JD or CFP designation, or currently working toward completion.
Experience with tax-preparation software.
Experience with CRM applications such as Salesforce or Redtail.
Experience with financial-planning or tax-planning software such as eMoney, Holistiplan, Naviplan, MoneyGuide Pro, or BNA Income Tax Planner.
Experience preparing high-net-worth tax returns.

Responsibilities

Review clients’ past tax returns during the financial planning process to identify incremental opportunities.
Collect and analyze data and provide recommendations.
Ensure tax-related research and data gathering are complete, create Tax Plan deliverables, and present them to advisors and clients.
Research ad hoc tax-planning questions to support advisors and their clients.
Understand increasingly complex personal and business financial-planning concepts and stay informed about financial-planning developments and tax-law changes.
Educate advisors on tax-code and regulatory updates and serve as a subject-matter expert on tax planning and potential tax-law changes.