Director, Tax Planning Specialist
2 weeks ago
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 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 have
Required 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
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