Sr. Tax Planner

LPL Financial•San Diego, TX

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. 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. Job Overview: 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).

Requirements

Bachelor's Degree
5+ years of tax prep/planning experience within a tax or accountancy firm, financial services firm and/or a financial planning environment
CPA designation
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
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.)
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.)

Nice To Haves

JD/CFP designation (or currently working toward completion)
Experience with tax prep software
Experience with CRM applications (e.g. Salesforce, Redtail)

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.