VP, Fiduciary Tax Manager
LPL Financial
About this role
The VP, Fiduciary Tax Manager at LPL Financial oversees fiduciary and tax reporting responsibilities within The Private Trust Company. This senior leadership role requires expertise in trust tax return preparation and collaboration with advisors, beneficiaries, and internal stakeholders to ensure compliance with fiduciary standards.
Skills
Qualifications
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.
Recent company news
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Dec 10, 2025
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$121k – $201k
per year
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