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Wealth Management

VP, Fiduciary Tax Leader & IRA Expert

Job in San Diego, San Diego County, California, 92189, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 120819 - 201365 USD Yearly USD 120819.00 201365.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in San Diego is seeking a VP, Fiduciary Tax Manager. This senior role involves overseeing fiduciary tax return preparations, ensuring compliance, and managing vendor relationships. Candidates should have over 10 years of relevant experience, including 5 years in leadership. The firm offers a competitive salary range of $120,819 to $201,365 per year alongside a robust benefits package.

Join a dynamic environment where you can truly impact client financial journeys.
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