Analyst, Ops Tax & Cost Basis

LPL Financial is seeking a Cost Basis and Tax Analyst to join their Government Reporting team. This role involves conducting analysis and testing of quality control programs, understanding operational processes, and ensuring accurate and timely client tax reporting. The analyst will also support initiatives to improve advisor experience and resolve escalated issues.

• Conduct routine analysis and tests of quality control programs
• Understand operational processes, dependencies, and control points
• Support initiatives to improve advisor experience
• Analyze reports and data for actionable business intelligence
• Resolve escalated issues and review for training opportunities
• Assist with audit reviews and data collection for regulators

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.