LPL Financial
Analyst, Ops Tax & Cost Basis
Tempe · Mid
Stay score
odds of building a lasting career here
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
Community outcomes
No reports yet — be the first to help the next applicant.
About the role
- The Government Reporting team comprises of cost basis and tax reporting functionalities.
- The tax reporting component ensures that all Internal Revenue Service (IRS) client tax reporting forms are issued and mailed in an accurate and timely manner.
- The cost basis component is responsible for the receipt, maintenance, and delivery of tax lots used to calculate cost basis.
Responsibilities
- Share trends and pain points with leadership and business partners to find solutions and pursue process improvements.
- Support internal/external audit and risk management review of QC processes as needed.
- Maintain processes and improve operational efficiency.
- Lead projects and UAT testing on behalf of the business.
- 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.
- And they have the freedom to manage their client relationships, because they know their clients best.
- Please log in or create an account to apply to this position.
Requirements
- 3+ years of financial services experience
- Ability to work independently in a fast-paced environment with multiple priorities.
- Bachelor's degree
Compensation
- 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.
Company info
- We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.