Sr. Tax Planner
LPL Financial(2 months ago)
HybridFull TimeSenior$86,300 - $143,900Financial Planning
Apply NowAbout this role
The Sr. Tax Planner at LPL Financial is part of a dynamic Planning Services team focused on creating advanced financial solutions for advisors. This role involves developing comprehensive financial and tax plans, reviewing tax returns, and collaborating with team members to craft strategies that support client financial goals. This position offers an opportunity to work in an innovative environment dedicated to enhancing the financial planning process.
Required Skills
- Tax Planning
- Financial Analysis
- Client Interaction
- Collaboration
- Data Analysis
Qualifications
- Bachelor's Degree
- CPA Designation
- 5+ Years Tax Experience
About LPL Financial
lpl.comA 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.
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