Charles Schwab

Director, Tax Planning Specialist

Charles Schwab$125K — $150K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong expertise in tax planning and strategy development for high-net-worth individuals.
  • Proficient in identifying both explicit and implicit client needs for tailored planning solutions.
  • Exceptional communication skills to simplify complex tax concepts for varied audiences.
  • Proven track record in cultivating relationships with financial professionals to enhance client services.
  • Strong presentation skills for educating diverse groups about tax planning benefits.
  • Bachelor’s degree in a relevant field; CPA, LLM, or MBA/EA combination necessary.
  • Active FINRA Series 65 license required (can be obtained within 120 days of employment).

Responsibilities

  • Lead the development and implementation of sophisticated tax planning strategies.
  • Educate Wealth Advisors and Financial Consultants to boost their tax planning capabilities.
  • Collaborate with senior stakeholders to navigate complex tax scenarios for clients.
  • Enhance the delivery of tax-related advice to improve client satisfaction and outcomes.
  • Strengthen client relationships and increase the effectiveness of Schwab's advisory offerings.

Benefits

  • Opportunity for professional growth in tax strategy and collaborative influence within Schwab.
  • Active engagement in tax education and thought leadership initiatives.
  • On-site work environment promoting teamwork and collaboration.
  • Flexibility for limited travel (approximately 10%-15%).
Full Job Description
Your Opportunity

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 Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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