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Sr. Tax Planner at LPL Financial - ApplyBlast

Sr. Tax Planner

LPL Financial

2 days ago

3.5 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

The Sr. Tax Planner at LPL Financial is part of an entrepreneurial team creating next-generation financial planning services to help advisors serve clients. The role involves reviewing individual and business tax returns, analyzing client data, and developing short- and long-term tax strategies. The position requires collaborating with the Planning and Advice services team to deliver comprehensive tax plans and educate advisors on tax law changes.

Responsibilities

Create financial and tax plans for advisors and clients
Review individual and business tax returns to identify opportunities
Research tax planning questions and educate advisors on tax law changes

Skills

Qualifications

CPAJDCFP

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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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.