Director, Tax Planning for High-Net-Worth

Charles Schwab; Scottsdale (AZ); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

401(k) match

PTO and sabbatical after years of work

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Director, Tax Planning Specialist to lead sophisticated tax planning strategies for high-net-worth clients. You will partner with senior Wealth Advisors and key stakeholders to shape tax planning capabilities across Schwab Wealth Advisory and enhance client outcomes.

This highly visible role involves educating strategic partners, delivering complex guidance, and expanding Schwab's advisory impact.

Qualifications

• Apply advanced tax knowledge to develop strategies for optimal short- and long-term tax outcomes.
• Uncover stated and unstated client needs to tailor planning recommendations.
• Translate complex tax topics into clear guidance for clients, advisors, and partners.
• Develop trusted partnerships with Financial Consultants and Wealth Advisors to drive outcomes.
• Deliver effective education and insights to varied audience sizes.

Skills

Tax Planning

Diagnostic information gathering

Communication

Building collaborative relationships

Presentation skills

Education

Bachelor’s degree

CPA, LLM, or MBA/EA combination

Active FINRA Series 65 license

Job description

Schwab is seeking a Director, Tax Planning Specialist to lead sophisticated tax planning strategies for high-net-worth clients. You will partner with senior Wealth Advisors and key stakeholders to shape tax planning capabilities across Schwab Wealth Advisory and enhance client outcomes.

This highly visible role involves educating strategic partners, delivering complex guidance, and expanding Schwab's advisory impact.