Director, Tax Planning Specialist
2 weeks ago
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 responsible for Schwab's 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 client's 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 haveRequired Qualifications
- Certified Public Accountant (CPA) license is required with in-depth knowledge of CA and/or NY tax rules
- Bachelor's 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
- Master's 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
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility 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 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
-
Associate Director Tax Provision
3 weeks ago
Orlando, Florida, United States Marriott Vacations Worldwide Full timeRelocation Benefits AvailableJob SummaryThe Associate Director, International Tax Provision is responsible for assisting with the International Tax Provision process working closely with the AVP International Tax Provision to ensure an accurate and timely tax estimate and foreign account reconciliations related to MVWC's non-U.S. entities.Expected...
-
Cost Basis Tax Operations, Specialist
6 days ago
Orlando, Florida, United States Charles Schwab & Co, Inc Full timeYour opportunityAt 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 Cost Basis Operations (CBO) is dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create...
-
Senior Associate, Tax Shared Services
4 hours ago
Orlando, Florida, United States KPMG Full timeBusiness Title: Senior Associate, Tax Shared ServicesRequisition Number: Function: Tax ServicesArea of Interest:State: FLCity: OrlandoDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...
-
Director of Marketing
6 days ago
Orlando, Florida, United States teamworkonline Full timePosition: Director of Marketing & Communications Classification: ExemptReports to: CMO JOB DESCRIPTIONSummary/Objective The Director of Marketing & Communications manages the communications department, including publications, public relations and graphic design, and oversees all written projects produced by the USPTA and its Divisions. This position is also...
-
Center Medical Director
6 days ago
Orlando, Florida, United States InnovAge Full timeJoin as an integral leadership team member supporting the opening of our new center You'll work Monday through Friday to support our enrolled participants.Location: 8410 S. Orange Blossom Trail, Orlando, FL 32809The Center Medical Director provides medical care for InnovAge PACE enrolled participants across a variety of settings, including but not limited to...
-
Executive Director, Delivery Network
6 days ago
Orlando, Florida, United States KPMG Full timeBusiness Title: Executive Director, KPMG Delivery Network (KDN) Chief Financial OfficerRequisition Number: Function: Business Support ServicesArea of Interest:State: FLCity: OrlandoDescription:Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our...
-
Manager, Credit Specialist
6 days ago
Orlando, Florida, United States KPMG Full timeBusiness Title: Manager, Credit SpecialistRequisition Number: Function: AuditArea of Interest:State: FLCity: OrlandoDescription:Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's...
-
Senior Manager, Tax Shared Services
6 days ago
Orlando, Florida, United States KPMG Full timeBusiness Title: Senior Manager, Tax Shared ServicesRequisition Number: Function: Tax ServicesArea of Interest:State: FLCity: OrlandoDescription:At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic team within a collaborative, future forward environment at one of the world's top tax firms. We offer a culture of innovation and...
-
Development Director
2 months ago
Orlando, Florida, United States Electronic Arts Full timeDevelopment Director Madden NFL is developed at EA's Tiburon Studio in Orlando, FL, and Madrid, Spain by a team that prides itself on innovation and creative collaboration. We are looking for talent with a passion for sports to create experiences that connect with millions of football fans around the world to grow the love of the sport. We're looking for an...
-
Development Director
2 weeks ago
Orlando, Florida, United States Electronic Arts Full timeDevelopment Director - Madden OnlineEA Orlando, FL, US Madden NFL is developed at EA's Tiburon Studio in Orlando, FL, and Madrid, Spain by a team that prides itself on innovation and creative collaboration. We are looking for talent with a passion for sports to create experiences that connect with millions of football fans around the world to grow the love...
-
Production Technical Specialists
6 days ago
Orlando, Florida, United States Encore Full timePosition Overview$1500 Sign On Bonus (New FT External OR PTC/PTR TS to FT Internal Technical Specialist) & Relocation Assistance (New FT External OR PTC/PTR TS to FT Internal Technical Specialist) to new market. *Must be hired by May 31st, 2024, Incentives Applicable to US candidates, and US positions only- Restrictions apply.The Technical Specialist is...
-
Regional Medical Director
1 month ago
Orlando, Florida, United States ESR Healthcare Full timeRegional Medical Director - Orlando - Florida sj(Physician/MD qualifications required) Medical Director -THE OPPORTUNITY: Regional Medical DirectorTHE LOCATION:Orlando, FloridaReady for a change? We have an excellent opportunity available for an experienced medical director in Orlando, Florida. The focus is on providing the highest level of quality patient...
-
Data Governance Director
6 days ago
Orlando, Florida, United States KPMG Full timeBusiness Title: Data Governance DirectorRequisition Number: Function: AuditArea of Interest:State: FLCity: OrlandoDescription:Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's...
-
Resident Director
6 days ago
Orlando, Florida, United States Asset Living Full timeCompany Overview Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property management firm to one of the...
-
Development Director
6 days ago
Orlando, Florida, United States Electronic Arts (EA) Full timeWe are a global team of creators, storytellers, technologists, experience originators, innovators and so much more. We believe amazing games and experiences start with teams as diverse as the players and communities we serve. At Electronic Arts, the only limit is your imagination.Development Director - Madden OnlineEA Orlando, FL, US Madden NFL is developed...
-
Development Director
6 days ago
Orlando, Florida, United States Electronic Arts (EA) Full timeWe are a global team of creators, storytellers, technologists, experience originators, innovators and so much more. We believe amazing games and experiences start with teams as diverse as the players and communities we serve. At Electronic Arts, the only limit is your imagination.Development Director Madden NFL is developed at EA's Tiburon Studio in Orlando,...
-
Director of EB Product
6 days ago
Orlando, Florida, United States AssuredPartners Full timeOverview The Director of EB Product drives the technology utilization and adoption within our Employee Benefits division to support the sales and service model of the AssuredPartners retail division. They work closely with the EB Practice Leader and EB Operations Leader to enable our sales and service initiatives through these products. In this role, the...
-
Associate Director
6 days ago
Orlando, Florida, United States KPMG Full timeBusiness Title: Associate Director - Enterprise Knowledge Management Process OwnerRequisition Number: Function: Business Support ServicesArea of Interest:State: FLCity: OrlandoDescription:Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth...
-
Director Quality
5 days ago
Orlando, Florida, United States HCA Healthcare Full timeDescription This position is incentive eligible. IntroductionManagers thrive with us HCA Healthcare is one of the nation's leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites of care in 21 states and the United Kingdom. We are looking for a(an) Director Quality for our UCF Lake Nona Hospital team where excellence...
-
Associate Director, Advisory Marketing
6 days ago
Orlando, Florida, United States KPMG Full timeBusiness Title: Associate Director, Advisory MarketingRequisition Number: Function: Business Support ServicesArea of Interest:State: FLCity: OrlandoDescription:Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real...