Highlights
In this highly visible role, you''ll partner with senior Wealth Advisors, Financial Consultants, and key stakeholders to navigate complex planning scenarios, educate strategic partners, and enhance the delivery of tax-related advice. Beyond providing advanced tax guidance, you''ll help shape how tax planning capabilities are leveraged across Schwab Wealth Advisory, enabling advisors to address complex client needs and deliver greater value.
Numbers & Facts
| Location | Walnut Creek, CA |
| Industry | Security and Surveillance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1971 |
| Website | http://www.aboutschwab.com/careers |
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 Director, Tax Planning Specialist, you''ll serve as a leading expert on sophisticated tax planning strategies and education for high-net-worth individuals. Beyond providing advanced tax guidance, you''ll help shape how tax planning capabilities are leveraged across Schwab Wealth Advisory, enabling advisors to address complex client needs and deliver greater value.
In this highly visible role, you''ll partner with senior Wealth Advisors, Financial Consultants, and key stakeholders to navigate complex planning scenarios, educate strategic partners, and enhance the delivery of tax-related advice. Your expertise will strengthen client outcomes, build advisor confidence, and expand the impact of Schwab''s advisory offering.
This role offers the opportunity to deepen your expertise in sophisticated planning strategies, broaden your organizational influence, and help advance Schwab''s tax planning capabilities through strategic collaboration and thought leadership.
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 knowledge to develop strategies that help clients optimize short- and long-term tax outcomes.
- Diagnostic Information Gathering: Ability to uncover stated and unstated client needs to identify opportunities for planning recommendations and additional services.
- Communication: Ability to translate complex tax topics into clear, actionable guidance for clients, advisors, and business partners.
- Building Collaborative Relationships: Ability to develop trusted partnerships with Financial Consultants and Wealth Advisors to drive client outcomes and referrals.
- Presentation Skills: Ability to deliver effective education and insights to small and large audiences, increasing awareness and adoption of tax planning services.
Additional Requirements
- Bachelor's degree required
- CPA, LLM, or MBA/EA combination required
- Active FINRA Series 65 license
- May be obtained with a 120-day condition of employment
- Ability to travel approximately 10%-15%
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.