Tax Operations Analyst
LPL Financial
full-time
Posted on:
Location Type: Office
Location: Cleveland • North Carolina, Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $34 per hour
Job Level
Junior
About the role
- Serve as primary liaison with tax processing vendor: clarify issues and manage escalations.
- Work closely with administration on tax-related issues, trust structuring, and client communications.
- Coordinate with tax vendor to ensure tax estimates are processed timely and accurately
- Process withholding payments with the various states
- Establish and maintain internal review checklists, workflows, and documentation practices for all trust tax activities.
- Oversee timely filing of fiduciary tax forms,
- Ensure Individual Retirement Accounts (IRAs) are set up in compliance with IRS regulations
- Monitor Required Minimum Distributions (RMDs) to ensure calculations are accurate
Requirements
- Bachelor's degree
- Detail-oriented and efficient professional with strong organizational skills
- Knowledge and experience in trust accounting, bank compliance, and trust laws
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
trust accountingfiduciary tax formswithholding paymentstax estimatesIRS regulationsRequired Minimum Distributions (RMDs)trust structuring
Soft skills
detail-orientedefficientstrong organizational skills
Certifications
Bachelor's degree