Vice President of Global Tax Operations

LPL Financial • Fort Mill, SC

1d • Remote

About The Position

At LPL, people leaders are crucial for shaping culture, driving performance, and guiding individuals. The Vice President of Global Tax Operations is responsible for reviewing all aspects of accounting for income taxes and financial reporting, overseeing U.S. and International tax compliance (Federal, State, Local and International), forecasting cash taxes and the effective tax rate for FP&A, implementing tax transformation and technology, managing U.S. and International tax audit and controversies, managing transfer pricing, identifying tax credits and incentives, and providing tax advice for Mergers & Acquisitions. This role reports to the SVP of Global Tax and is part of the CAO’s extended leadership team. The position is eligible to operate as a fully remote role. LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S., supporting over 32,000 financial advisors and approximately 1,100 financial institutions, servicing and custodying about $2.3 trillion in brokerage and advisory assets for approximately 8 million Americans. LPL provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, offering flexibility to advisors and institutions. LPL's core belief is that everyone deserves objective financial guidance, and the company aims to create an environment where advisors can build long-term client relationships. LPL fosters an innovative environment, offers limitless career potential, operates with a unified mission, provides impactful work, is committed to equality, and has a community focus.

Requirements

• Undergraduate degree in Tax, Accounting, or related field.
• Minimum 12-15 years of high-quality tax experience, ideally with a combination of Big 4 public accounting and “in-house” multinational corporate environment.
• Experience working with domestic and international tax issues that impact other functions such as Controllership, Treasury, Legal, Regulatory, Financial Reporting and FP&A, Procurement and Security.
• Exceptional communication skills (written and verbal) with proven ability to build relationships within and beyond the tax function (e.g., Controllership, Legal, Regulatory, Treasury, Investor Relations, FP&A, Procurement, Security etc.).
• Demonstrable experience in driving tax transformation, including exploiting technology (financial systems, tax software, and analytical tools) to create efficiencies and deliver value.
• Proven people leader who consistently attracts, manages, and retains high performing teams.
• Demonstrated and distinguished track record in creating team-based environments that are committed to excellence, accountability, and professional development.
• Strong working technical knowledge of U.S. Federal, State, Local and International tax issues impacting a global organization.
• Must possess detailed understanding and application of ASC 740 and relevant aspects of U.S. GAAP tax financial reporting for both U.S. and non-US reporting units.
• Proven proficiency in understanding, analyzing and integrating tax planning strategies into the financial reporting process.

Nice To Haves

• Knowledge of India taxation is a plus.
• CPA and advanced degree in Tax (MST, MBA, JD).

Responsibilities

• Directly manage the preparation and consolidation of interim and annual income tax provisions for LPL’s global operations and coordinate with executive management regarding all SEC reporting requirements including, but not limited to, Form 10-Q and Form 10-K.
• Ensure effective quarterly coordination with company’s external auditors (Deloitte) and related Sarbanes Oxley requirements.
• Partner with SVP Global Tax and rest of the Finance leadership team to identify, assess, and implement Global and U.S. tax planning opportunities.
• Research appropriate tax accounting treatment for complex tax matters and proactively identify the proper tax reporting and relevant disclosures in the financial statements.
• Analyze the tax impacts of both actual and intended cross-border cash movement and communicate to Treasury including withholding taxes and goods and services taxes (“GST”).
• Partner with the FP&A group to forecast LPL’s taxable income, budgeted effective tax rate, cash tax payments/receipts, and utilization of deferred taxes.
• Leads purchase accounting tax analyses for acquisitions (e.g., valuation of deferred taxes, inventory step‑ups, and §338 elections).
• Coordinates with Corporate Development on diligence requests and ensures all tax deliverables (e.g., quality of earnings, tax exposure schedules) are completed accurately and on timeline.
• Supports the Global Head of Tax and Corporate Development in transaction structuring by modeling tax implications of proposed structures.
• Review the tax considerations of legal entity rationalization, shutdown and mergers/dissolutions.
• Effectively manage Federal, State, Local and International audit issues and their resolution.
• Identify, develop and execute process improvement opportunities, including leveraging the use of technology to automate, create efficiencies and greater value-added analysis.

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• Traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1,001-5,000 employees