Sr Manager, Tax Planning Specialist
charles schwabWestlake (TX)
Sr Manager, Tax Planning Specialist
Posted 5 days ago
charles schwabWestlake (TX)
SENIORITY
Senior
About the role
Position Type:
Regular
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.
What's in it for you:
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (https://www.schwabjobs.com/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (https://www.schwabjobs.com/summary-of-benefits) that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.