Sr. Tax Planner

LPL Financial•Charlotte, NC

10d

About The Position

The Sr. Tax Planner is part of LPL Financial’s entrepreneurial, fast-paced Planning Services team, which is developing services to help financial advisors provide robust financial planning to clients. The role creates financial and tax plans for advisors, reviews individual and business tax returns and client tax information, and works with colleagues across Planning and Advice Services to identify and recommend short- and long-term tax strategies. These strategies may address investments, retirement plan savings, business structure, and deductions. The position also involves completing tax research and data gathering, preparing and presenting tax-plan deliverables, researching ad hoc planning questions, and helping advisors understand tax-code and regulatory changes. The planner is expected to stay current on tax law and financial planning developments and to serve as a tax-planning subject matter expert. LPL seeks a collaborative professional who delivers strong client experiences and works effectively in a fast-paced, team-oriented environment. The role requires a bachelor’s degree, a CPA designation, and at least five years of tax preparation or planning experience. Compensation is listed at $80,855 to $134,724 in base salary, with actual pay depending on factors such as skills, experience, education, performance, and location.

Requirements

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

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 additional 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.
Apply 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.