LPL Financial · 1 month ago
Sr. Tax Planner
San Diego
Full-time
Onsite
Mid, Senior Level
$86K/yr - $144K/yr
5+ years expLPL Financial is a leading wealth management firm empowering professionals to help clients achieve their financial goals. The Sr. Tax Planner will be responsible for creating financial and tax plans, reviewing tax returns, and providing strategic recommendations to advisors and clients in the planning process.
FinanceFinancial Services
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
Qualification
Required
Bachelor's Degree
5+ years of tax prep/planning experience within a tax or accountancy firm, financial services firm and/or a financial planning environment
CPA designation
Preferred
JD/CFP designation (or currently working toward completion)
Experience with tax prep software
Experience with CRM applications (e.g. Salesforce, Redtail)
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase