LPL Financial
The Cost Basis and Tax Analyst supports the Government Reporting team by conducting routine analysis and testing of quality control programs related to cost basis and tax reporting. The role involves data analysis, process improvement, audit support, and collaboration with internal departments to enhance operational efficiency and advisor experience.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for LPL Financial.
19% below the average for this role
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