Director of Tax Planning & Strategy (On-Site)

Charles Schwab Corporation; Campbell (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab Corporation in California seeks a Director, Tax Planning Specialist to lead sophisticated tax planning strategies for high-net-worth clients. You will partner with Wealth Advisors and Financial Consultants to deliver advanced guidance and educate stakeholders.

This on-site role offers opportunities to shape cross‑organization tax capabilities and requires travel about 10–15% as needed. A Bachelor's degree plus CPA/LLM/MBA or EA and an active Series 65 license are required.

Qualifications

• Tax planning expertise to develop strategies that optimize short- and long-term tax outcomes.
• Diagnostic information gathering to identify stated and unstated client needs for planning recommendations.
• Ability to translate complex tax topics into clear, actionable guidance for clients, advisors, and business partners.
• Ability to develop trusted partnerships with Financial Consultants and Wealth Advisors to drive client outcomes.
• Ability to deliver effective education and insights to small and large audiences.

Skills

Tax planning

Diagnostic information gathering

Communication

Building collaborative relationships

Presentation skills

Education

Bachelor’s degree

CPA

LLM

MBA/EA

FINRA Series 65

Job description

Charles Schwab Corporation in California seeks a Director, Tax Planning Specialist to lead sophisticated tax planning strategies for high-net-worth clients. You will partner with Wealth Advisors and Financial Consultants to deliver advanced guidance and educate stakeholders.

This on-site role offers opportunities to shape cross‑organization tax capabilities and requires travel about 10–15% as needed. A Bachelor's degree plus CPA/LLM/MBA or EA and an active Series 65 license are required.