Senior Tax Specialist

2 weeks ago

Fort Mill, South Carolina, United States LPL Financial Full time
Position Overview:
As a Senior Tax Specialist, you will oversee all facets of our income and non-income tax provisions, compliance, and strategic planning.

This role requires exceptional collaboration skills to gather cross-departmental data from Accounting, Finance, Legal, Human Resources, Procurement, and FP&A teams to pinpoint tax risks and opportunities.

A keen interest in tax technology is essential, along with the capability to distill extensive data into concise executive summaries for both tax and non-tax professionals.

Additionally, you will conduct tax research utilizing software such as CCH and BNA.


Key Responsibilities:
1. Prepare both income and non-income tax provisions and returns.
2. Collaborate across various functions to collect data and identify tax risks and opportunities.
3. Simplify complex tax concepts for non-tax professionals.
4. Demonstrate a strong interest in tax technology and the ability to synthesize large datasets into executive summaries.
5. Provide management with updates on new and proposed tax regulations and their potential impact on the organization.
6. Assist in the monthly closing process, including the preparation and review of journal entries and account reconciliations.
7. Prepare balance sheet reconciliations.
8. Support financial statements for actual, planned, and reforecasted information.
9. Aid in quarterly and year-end financial reporting and audit deliverables.
10. Identify and engage in the execution of key Sox Controls.
11. Manage processes and controls related to General and Administrative expenses.
12. Address ad hoc requests as determined by management.

Qualifications:
We seek individuals who excel in collaboration and are committed to delivering a premier client experience.

Ideal candidates thrive in a dynamic environment, are client-focused, team-oriented, and capable of executing tasks that foster creativity and continuous improvement.


Requirements:
- BA/BS degree in Accounting, Finance, or Business.
- Minimum of 3 years of relevant experience.

Core Competencies:
- Proficient knowledge of Tax and non-Tax Technology (ERP, Alteryx, CCH, BNA, Onesource, etc.).
- Proven ability to manage multiple projects and adapt to changing circumstances.
- Proactive approach to tasks.
- Strong analytical and organizational skills.
- Basic understanding of internal controls.
- Effective communication skills with the ability to interact with all levels of management in a team-oriented environment.
- Experience in public accounting and broker-dealers is preferred.
- Strong attention to detail and demonstrated ability to multitask are essential.
- Excellent computer skills, including intermediate proficiency in Excel and Access.

Preferences:
- CPA license.
- Experience with Oracle and Excel Spreadsheet Server.
- Familiarity with auto-reconciliation tools, such as Trintech.

Compensation:
The pay range for this position is $72,640 to $108,960 per year.

Actual base salary may vary based on factors such as relevant skills, prior experience, education, and demonstrated performance.

Additionally, LPL Financial offers a highly competitive Total Rewards package designed to support your success in both professional and personal endeavors.


Why Choose LPL Financial?
At LPL Financial, we believe that everyone deserves access to objective financial guidance. As the leading independent broker-dealer in the nation, we provide an integrated platform of proprietary technology, brokerage, and investment advisory services.

We foster a work environment that encourages creativity and growth, supported by a responsive leadership team, allowing you to build a career with limitless potential.

Join us in our mission to empower financial advisors to better serve their clients.

We are committed to workplace equality and value the diverse perspectives and backgrounds of our employees, creating an environment where you can excel.

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