LPL Financial · 1 week ago
Sr. Tax Planner
Austin, TX
Full-time
Hybrid
Mid, Senior Level
$86K/yr - $144K/yr
5+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to help clients pursue their financial goals. The Sr. Tax Planner will create financial and tax plans, review tax returns, and collaborate with the Planning and Advice services team to develop effective tax strategies for clients.
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)
Experience in preparing high net worth tax returns is a strong plus
Strong communication and presentation skills with superior client service skills as you'll be constantly interacting with advisors and clients
Strong tax experience/knowledge with a strong understanding of personal financial planning and the broad range of tax issues (corporate tax, small business, estate planning, state/federal taxes, etc.)
Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.)
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
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
Company data provided by crunchbase