Partner Tax Preparation Advisor, Manager
PwC
Assistant Vice President, Tax Overlay
LPL Financial
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Arizona, California, Massachusetts, New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $115,988 - $193,313 per year
Job Level
Lead
Tech Stack
VBA
About the role
- Lead and manage cross-functional workstreams to deliver on Tax Overlay and Centrally Managed Platform initiatives.
- Drive enterprise alignment on roadmap goals, timelines, and prioritization strategies.
- Ensure timely execution of deliverables through collaboration and communication with cross-functional partners, mitigating competing deadlines and managing resources effectively.
- Lead dynamic team in the delivery and implementation of world class service from the Tax Overlay program.
- Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs.
- Build and maintain strong relationships with enterprise stakeholders, advisors, and advisory consulting teams.
- Partner with business leaders to prioritize enhancements, represent OPMG and Tax Overlay Trading in PI events, and support backlog grooming and prioritization.
- Influence business partners to ensure technical and operational requirements reflect user needs.
- Anticipate roadblocks and proactively resolve them to maintain momentum and alignment.
- Engage stakeholders to shape a seamless advisor and client experience across platforms.
- Drive organizational change initiatives, including communication strategies and training programs for new processes.
- Develop and present executive-level updates to communicate progress, challenges, and key metrics.
- Prepare and deliver data-driven presentations that facilitate executive decision-making.
- Identify and execute continuous improvement opportunities that increase scalability and efficiency.
- Monitor risks, gaps, and operational dependencies, partnering with product and compliance teams to resolve issues.
- Responsible for development and implementation of staff training program, and accountable for ensuring process and procedures are documented and reviewed on a regular cadence while remaining in alignment with LPL Compliance Requirements.
Requirements
- Bachelor’s Degree required
- Series 7 and 66 (or 63/65 equivalent) or obtain within 90 days of hire
- 5+ years in investment-management program leadership, advisory platforms, or overlay-strategy implementations
- Deep expertise in unified managed accounts, portfolio accounting systems, and trading operations
- Proven track record of driving enterprise initiatives with executive-level impact
- Exceptional storytelling, presentation and influencing skills; comfortable engaging C-suite and advisor audiences
- Strong analytical mindset; advanced Excel (pivot tables, VBA/macros), PowerPoint, and data-visualization proficiency
- Demonstrated ability to lead through ambiguity, manage competing priorities, and deliver against tight deadlines
- Working knowledge of Modern Portfolio Theory, multi-factor risk models, and tax-optimization algorithms.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment-management program leadershipadvisory platformsoverlay-strategy implementationsunified managed accountsportfolio accounting systemstrading operationsdata visualizationadvanced ExcelVBAmacros
Soft skills
storytellingpresentation skillsinfluencing skillsanalytical mindsetlead through ambiguitymanage competing prioritiesdeliver against tight deadlinescollaborationcommunicationrelationship building
Certifications
Bachelor’s DegreeSeries 7Series 66Series 63Series 65
