Tax Planning Associate (Remote)

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.
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: The 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, …).
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.
What are we looking for? We want strong collaborators who are excited to contribute to our continued success in taking care of our advisors so that they take care of their clients.
We are looking for people who thrive in a fast-paced environment, are team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements: Bachelor's Degree 3-5 years of tax prep/planning experience within a tax or accountancy firm, financial services firm and/or a financial planning environment Core Competencies: 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.
) Software experience: 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.
) Preferences: CPA designation (or currently working toward completion) JD/CFP designation (or currently working toward completion) Experience with tax prep software Experience with CRM applications (e.
g.
Salesforce, Redtail) Pay Range: $62,240-$93,360/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Your recruiter will be happy to discuss all that LPL has to offer! 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.
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Principals only.
EOE.
Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.
com 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.