Vice President of Global Tax Operations

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If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview:

The Vice President of Global Tax Operations is accountable for reviewing all aspects of accounting for income taxes and financial reporting, overseeing U.S. and International tax compliance (Federal, State, Local and International), forecasting cash taxes and the effective tax rate for FP&A, implementing tax transformation and technology, managing U.S. and International tax audit and controversies, managing transfer pricing, identifying tax credits and incentives and providing tax advice for Mergers & Acquisitions. The incoming leader will report to the SVP of Global Tax and be part of the CAO’s extended leadership team. This position is eligible to operate as a fully remote role.

Roles & Responsibilities:

• Directly manage the preparation and consolidation of interim and annual income tax provisions for LPL’s global operations and coordinate with executive management regarding all SEC reporting requirements including, but not limited to, Form 10-Q and Form 10-K. Will ensure effective quarterly coordination with company’s external auditors (Deloitte) and related Sarbanes Oxley requirements.
• Partner with SVP Global Tax and rest of the Finance leadership team to identify, assess, and implement Global and U.S. tax planning opportunities. These can include but are not limited to issues related to U.S. tax legislation, Federal, State, Local and International tax issues associated with our revenue streams, transfer pricing, tax credits and incentives (including R&D and foreign tax credits), investments in people/real estate/technology, accounting methods/elections and state tax positions.
• Partner with SVP Global Tax and rest of the Finance leadership team to identify, assess, and implement Global and U.S. tax planning opportunities
• Research appropriate tax accounting treatment for complex tax matters and proactively identify the proper tax reporting and relevant disclosures in the financial statements.  This includes the U.S. taxation of international operations (i.e. Global Intangible Low-Taxed Income “GILTI”)), Base Erosion Profit Shifting (“BEPS”) and related Pillars and the taxation of partnerships.  Knowledge of India taxation is a plus. 
• Analyze the tax impacts of both actual and intended cross-border cash movement and communicate to Treasury including withholding taxes and goods and services taxes (“GST”). 
• Partner with the FP&A group to forecast LPL’s taxable income, budgeted effective tax rate, cash tax payments/receipts, and utilization of deferred taxes.
• Leads purchase accounting tax analyses for acquisitions (e.g., valuation of deferred taxes, inventory step‑ups, and §338 elections).
• Coordinates with Corporate Development on diligence requests and ensures all tax deliverables (e.g., quality of earnings, tax exposure schedules) are completed accurately and on timeline.
• Supports the Global Head of Tax and Corporate Development in transaction structuring by modeling tax implications of proposed structures.
• Review the tax considerations of legal entity rationalization, shutdown and mergers/dissolutions. 
• Effectively manage Federal, State, Local and International audit issues and their resolution.
• Identify, develop and execute process improvement opportunities, including leveraging the use of technology to automate, create efficiencies and greater value-added analysis.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Undergraduate degree in Tax, Accounting, or related field.
• Minimum 12-15 years of high-quality tax experience, ideally with a combination of Big 4 public accounting and “in-house” multinational corporate environment.
• Experience working with domestic and international tax issues that impact other functions such as Controllership, Treasury, Legal, Regulatory, Financial Reporting and FP&A, Procurement and Security.

Core Competencies:

• Exceptional communication skills (written and verbal) with proven ability to build relationships within and beyond the tax function (e.g., Controllership, Legal, Regulatory, Treasury, Investor Relations, FP&A, Procurement, Security etc.).
• Demonstrable experience in driving tax transformation, including exploiting technology (financial systems, tax software, and analytical tools) to create efficiencies and deliver value.
• Proven people leader who consistently attracts, manages, and retains high performing teams.  Demonstrated and distinguished track record in creating team-based environments that are committed to excellence, accountability, and professional development
• Strong working technical knowledge of U.S. Federal, State, Local and International tax issues impacting a global organization.
• Must possess detailed understanding and application of ASC 740 and relevant aspects of U.S. GAAP tax financial reporting for both U.S. and non-US reporting units.
• Proven proficiency in understanding, analyzing and integrating tax planning strategies into the financial reporting process.

Preferences:

• CPA and advanced degree in Tax (MST, MBA, JD)

 

Pay Range:

$128,235-$213,725/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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