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Lpl Financial Work Values
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Daily Duties at Lpl Financial:
• Advising clients on tax treatment differences as investment products and its derivatives changes. • Building financial models to calculate new share price changes in the event of corporate actions, including distributions, spin-offs, shares exchange, and updating corresponding 1099 tax form in a timely manner. • Responsible for updating over 100 client accounts per day for their changing cost basis • Creating and maintaining excel spreadsheets and calculators for different corporate actions to improve accounting process efficiency. Building macro calculation models to automate information processing. • Assisting and responsible for state 1099-R filing, including both electronic and paper filing. • Maintaining knowledge of ongoing IRS guidance on asset basis adjustment and capital tax updates. • Performing reconciliation between 1099 tax form information and LPL internal system records.
What they like about Lpl Financial:
The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.
Information about Lpl Financial
Company Rank: Not Available
Average length of employment : 10 years
Average salary of employees: $15,000
These are some of the questions we asked our climbers about their experiences with Lpl Financial:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
