Job Description
Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
As a Senior Manager, Tax Planning Specialist, you'll serve as a trusted subject matter expert helping high-net-worth individuals, families, and business owners navigate sophisticated tax planning opportunities. Working closely with Wealth Advisors and Financial Consultants, you'll provide education, planning insights, and tax strategies that support more informed financial decisions and strengthen client outcomes.
Through ongoing collaboration, knowledge sharing, and professional development, you'll continue expanding your expertise in advanced tax strategies, wealth planning, client consultation, and cross-functional partnership.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
Required Qualifications
- Tax Planning: Ability to apply advanced tax strategies to help clients achieve effective short- and long-term tax outcomes.
- Diagnostic Information Gathering: Ability to identify stated and unstated client needs to develop tailored planning recommendations.
- Analytical Thinking: Ability to evaluate complex financial and tax information to provide sound guidance and strategic insights.
- Communication: Ability to explain sophisticated tax concepts clearly to clients, advisors, and internal partners.
- Building Collaborative Relationships: Ability to create trusted partnerships with Financial Consultants and Wealth Advisors to support client success.
Additional Requirements
Bachelor's degree
CPA, LLM, or MBA/EA combination
Active FINRA Series 65 licenses
May be obtained with a 120-day condition of employment
Ability to travel approximately 10%-25%
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Numbers & Facts
| Location | Westlake, TX |
| Industry | Security and Surveillance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1971 |
| Website | http://www.aboutschwab.com/careers |
About Company
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
Skills
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