Tax Manager overseeing return reviews and tax strategy at a progressive public accounting firm. Requires leadership in a hybrid environment with strong public accounting experience.
About the role
- Vice President responsible for advanced tax strategy and innovation at LPL Financial. Leading initiatives in managed account programs to enhance advisory services through tax management capabilities.
Responsibilities
- Develop and execute strategic tax-related initiatives to enhance market positioning and competitive advantage
- Create strategic frameworks for decision-making, resource allocation, and long-term business growth
- Monitor industry dynamics and adjust positioning to stay ahead of market shifts
- Lead managed account investment program capabilities development for tax management
- Prioritize tax-specific platform features and guide the development of tax solutions
- Partner with Financial Planning, Retirement, and Reporting teams to design a holistic solution spanning these disciplines
- Partner with the Trading team to ensure a robust and scalable advanced tax solution is delivered
- Drive the dynamics of advisor experience with LPL’s managed account platforms
- Design advisor-facing technology to enable a world-class investment experience
- Support the communication of tax concepts through marketing, training, UI components, and client/advisor reporting
Requirements
- 10+ years of experience in the managed account or wealth advisory industry
- Demonstrated expertise in developing advanced tax solutions within wealth management
- Experience working with or within a large-scale wealth management platform or RIA aggregator
- Familiarity with tax-aware portfolio construction tools and direct indexing platforms
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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