Director, Tax Planning Specialist

3 weeks ago

Indianapolis, United States Charles Schwab Full time
Position Type: Regular
Your opportunity

At Schwab, youre 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. Schwabs Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for Schwabs wealth management strategy, while delivering industry-leading experiences, through solutions like Schwab Wealth Advisory (SWA) along with a broad range of investment products and solutions.

The Director, Senior Tax Planning Specialist role is a part of the Tax, Trust, and Estate team that provides tremendous value and benefits to High-Net-Worth clients. The goal of the relationship is to understand our HNW clients various tax needs and provide education, planning and guidance to help them achieve their tax-related goals.

The Director, Senior Tax Planning Specialist will be the subject matter expert for key considerations of a clients tax needs and be responsible to educate internal partners on the skills and abilities available to support clients and drive referrals to Tax Planning. This position will be responsible for building strong relationships with Financial Consultants and Wealth Advisors and providing highly detailed tax strategies to entrepreneurs and other HNW individuals with complex financial affairs, substantial business interests, large family estates and investment portfolios.

What you have

Required Qualifications

  • Certified Public Accountant (CPA) license is required with in-depth knowledge of CA and/or NY tax rules
  • Bachelors degree is required (Accounting or related field is preferred)
  • 10+ years in personal dealing with high-net-worth individuals, trusts, flow-through entity, private foundations, a strong understand of employer stock equity compensation packages, tax research and memorandum drafting (this role has extensive written deliverables to clients
  • Extensive experience advising and serving high net worth clients
  • Proven track record preparing high level analysis of clients tax returns and assist with a holistic tax approach based on clients needs
  • Experience leveraging tax software to produce a tax analysis to formulate actionable items for clients
  • Ability to multi-task and hold one-off client calls at an extremely fast-paced environment with quick turn-around of written deliverables to clients
  • Proficiency using the Microsoft Office suite of products (Outlook, PowerPoint)
  • Excellent presentation skills and demonstrated success in a collaborative environment
  • Proven experience in discovering unstated needs through analytical and diagnostic information gathering
  • Ability to network and build strong internal relationships due to working closely with Branch Financial Consultants and other business partners
  • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
  • While this role will not initially require securities licensing, the role expectations and associated qualifications may evolve
  • Willingness to travel approximately 10% to 25%

Preferred Qualifications

  • Masters degree in taxation is preferred
  • Strong time-management skills and has an ownership and responsibility mindset
  • Polished verbal and written communication, listening, and interpersonal skills
  • Strong attention to detail
  • Ability to work without supervision and work in a highly collaborative team environment
  • Ability to uncover unstated needs from the clients to position additional Schwab services where relevant

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. Our 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 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

  • Director, Tax Planning Specialist

    3 weeks ago

    Indianapolis, United States CFA Institute Full time

    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. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is...

  • Tax Director

    2 weeks ago

    Indianapolis, United States Creative Financial Staffing Full time

    Tax Director Our client has been serving the Indiana market for over 25 years with extensive experience in providing excellent care to those who need it. They are searching for a Tax Director to join their group at their home office in Indianapolis. Tax Director Job Responsibilities: Support owners and business entities with filing federal and state tax...

  • Tax Director

    3 weeks ago

    Indianapolis, United States Creative Financial Staffing Full time

    Tax Director Our client has been serving the Indiana market for over 25 years with extensive experience in providing excellent care to those who need it. They are searching for a Tax Director to join their group at their home office in Indianapolis. Tax Director Job Responsibilities: Support owners and business entities with filing federal and state tax...

  • Tax Director

    1 month ago

    Indianapolis, United States American Senior Communities Full time

    Tax Director at American Senior Communities Located in Indianapolis The primary responsibilities center around the timely preparation and filing of business and individual tax returns for various entities and their owners. ESSENTIAL POSITION FUNCTIONS * Serve the individual owners and their business entities by preparing various federal and state tax...

  • Tax Director

    1 week ago

    Indianapolis, United States American Senior Communities Full time

    Tax Director at American Senior Communities Located in Indianapolis The primary responsibilities center around the timely preparation and filing of business and individual tax returns for various entities and their owners. ESSENTIAL POSITION FUNCTIONS * Serve the individual owners and their business entities by preparing various federal and state tax...

  • Tax Director

    1 month ago

    Indianapolis, United States American Senior Communities Full time

    Tax Director at American Senior CommunitiesLocated in Indianapolis The primary responsibilities center around the timely preparation and filing of business and individual tax returns for various entities and their owners. ESSENTIAL POSITION FUNCTIONS Serve the individual owners and their business entities by preparing various federal and state tax returns,...

  • Director of Tax | Bonus

    3 weeks ago

    Indianapolis, United States LHH Full time

    LHH Recruitment Solutions (pka Parker+Lynch) is currently working with a trusted client looking for a Director of Tax. This role is open due to succession planning and will have a strong tenured team. Various types of tax entities and a family office type of background will be key here. Responsibilities: Supervision of tax staff Financial reporting Tax...

  • Director of Tax | Bonus

    2 days ago

    Indianapolis, United States LHH Full time

    LHH Recruitment Solutions (pka Parker+Lynch) is currently working with a trusted client looking for a Director of Tax. This role is open due to succession planning and will have a strong tenured team. Various types of tax entities and a family office type of background will be key here. Responsibilities: Supervision of tax staff Financial reporting Tax...

  • Director of Tax | Bonus

    2 months ago

    Indianapolis, United States LHH Full time

    LHH Recruitment Solutions (pka Parker+Lynch) is currently working with a trusted client looking for a Director of Tax. This role is open due to succession planning and will have a strong tenured team. Various types of tax entities and a family office type of background will be key here. Responsibilities: Supervision of tax staff Financial reporting Tax...

  • Tax Manager

    3 weeks ago

    Indianapolis, United States Creative Financial Staffing Full time

    Tax Manager CFS Indianapolis has teamed up with a prominent public CPA firm specializing in tax solutions, currently in search of a seasoned and driven Tax Manager. As a Tax Manager, you'll hold a pivotal role in delivering top-tier tax advisory and compliance services to a varied clientele. Company and Tax Manager Benefits: Flexibility in working...

  • Tax Manager

    3 weeks ago

    Indianapolis, United States Creative Financial Staffing Full time

    Tax Manager CFS Indianapolis has teamed up with a prominent public CPA firm specializing in tax solutions, currently in search of a seasoned and driven Tax Manager. As a Tax Manager, you'll hold a pivotal role in delivering top-tier tax advisory and compliance services to a varied clientele. Company and Tax Manager Benefits: Flexibility in working...

  • Tax Managing Director

    5 days ago

    Indianapolis, United States Crowe Full time

    Your Journey at Crowe Starts Here: At Crowe, you have the opportunity to deliver innovative solutions to today’s complex business issues. Crowe’s accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment...

  • Director of Financial Planning

    2 months ago

    Indianapolis, United States Ncaa Full time

    Job Function: The Director of Financial Planning & Analysis (FP&A), Business Planning, owns forecasting, budgeting, and cost oversight within the NCAA organization. This critical role has visibility to senior leadership as financial support for evaluating the financial impact of key initiatives. Working closely with cross functional partners, this role...

  • Tax Manager

    2 weeks ago

    Indianapolis, United States Pinnacle Partners, Inc Full time

    Pinnacle Partners is conducting a search for a Tax Manager for a well-known client of ours downtown. Reporting to the Director, you will be tasked with oversight of all Federal and State taxes, tax provisions, providing input for financial budgets, tax accounting entries, etc. This is a strong, stable company that offers growth potential. The Company is...

  • Materials Planning SIOP Specialist

    3 weeks ago

    Indianapolis, United States Carrier Full time

    Country: United States of AmericaLocation: CAI22: Carrier - Indianapolis 30 S Meridian St, Suite 500 , Indianapolis, IN, 46204 USACarrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make...

  • Materials Planning SIOP Specialist

    1 week ago

    Indianapolis, United States Carrier Full time

    Country: United States of AmericaLocation: CAI22: Carrier - Indianapolis 30 S Meridian St, Suite 500 , Indianapolis, IN, 46204 USACarrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make...

  • Tax Processing Specialist

    3 weeks ago

    Indianapolis, United States Forvis Full time

    Description & Requirements How you will contribute: Assembling tax returns, including transmission to clients and government Assisting the tax department (scanning tax documentation, filing, etc.) Tax work-flow management E-filing tax returns & extensions and monitoring of tax acceptances Assisting with report processing & front desk reception duties as...

  • Tax Processing Specialist

    7 days ago

    Indianapolis, United States FORVIS Full time

    Description & Requirements How you will contribute: Assembling tax returns, including transmission to clients and government Assisting the tax department (scanning tax documentation, filing, etc.) Tax work-flow management E-filing tax returns & extensions and monitoring of tax acceptances Assisting with report processing & front desk reception duties as...

  • Materials Planning SIOP Specialist

    7 days ago

    Indianapolis, United States Carrier Full time

    Country: United States of America Location: CAI22: Carrier - Indianapolis 30 S Meridian St, Suite 500 , Indianapolis, IN, 46204 USA Carrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We...

  • Materials Planning SIOP Specialist

    2 weeks ago

    Indianapolis, United States Carrier Full time

    Country: United States of AmericaLocation: CAI22: Carrier - Indianapolis 30 S Meridian St, Suite 500 , Indianapolis, IN, 46204 USACarrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make...