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Accounting & Finance

Senior Tax Planner: Tax & Financial Planning Leader

Job in Fort Mill, York County, South Carolina, 29715, USA
Listing for: LPL Financial
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 86300 - 143900 USD Yearly USD 86300.00 143900.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Fort Mill, SC is seeking a Sr. Tax Planner to join their Planning Services team. This role focuses on creating financial and tax plans for clients and involves reviewing tax returns, analyzing data, and working closely with advisors. Candidates should have a Bachelor's degree, CPA designation, and 5+ years of tax planning experience. The firm values strong collaboration, creativity, and a commitment to exceptional client experiences.

Competitive salary range of $86,300 to $143,900 depending on experience.
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Position Requirements
10+ Years work experience
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