Destava

Sr. Tax Planner

LPL Financial is hiring for Sr. Tax Planner in Fort Mill/Charlotte. Senior level, $81k–$135k a year stated. First seen October 31, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
LPL Financial
Where
Fort Mill/Charlotte, Remote USA, Tempe
Level
Senior
Pay stated
$81k–$135k a year
First seen
October 31, 2026
Listed via
Workday

What the posting says

In this role you will perform reviews of individual tax returns, business tax returns, and information on end-clients tax situation. You will work closely with other members of our Planning and Advice services team to collect, analyze and provide recommendations on short and long term tax strategies (e.g. investments, retirement plan savings, business structure and deductions). 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…

Read more and apply on LPL Financial's site

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