LPL Financial CorpHiring

Senior Tax Planner

  • Remote, United States
  • Senior
  • Posted 6 days ago
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In one line

Senior tax role on a new planning service, reviewing client returns and building tax plans that advisors deliver to their clients.

About the role

Fits someone who enjoys tax work and wants to help shape a service from its early days. The team pairs tax analysis with broader financial planning for end clients.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Senior
Skills
Tax planning, CPA, Financial planning, Estate planning
Posted
29 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Review past individual and business returns to spot planning opportunities
  • Gather and analyze data, then write up recommendations
  • Produce tax plans and walk advisors and clients through them
  • Research one-off tax questions from advisors
  • Educate advisors on tax law changes and act as a subject expert

What they look for

  • At least five years of tax preparation or planning in an accounting, financial services or planning firm
  • A CPA designation
  • Grasp of personal financial planning and tax issues across corporate, small business, estate and state and federal
  • Strong presentation and client service skills
  • Comfort with Outlook, Excel, Word and PowerPoint

Nice to have

  • A JD or CFP credential

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Questions about this job

Is this a remote job, and where can I work from?

Yes. The posting lists Senior Tax Planner as a remote role for candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a senior role. The posting asks for: at least five years of tax preparation or planning in an accounting, financial services or planning firm; a CPA designation; grasp of personal financial planning and tax issues across corporate, small business, estate and state and federal. Skills it names include Tax planning, CPA, Financial planning, Estate planning.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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LPL Financial CorpRemote, United States
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