Director, Tax Planning Specialist

Charles Schwab; Charlotte (NC); On-site; USD 190,000 - 250,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Director, Tax Planning Specialist to lead sophisticated tax planning for high-net-worth individuals and shape the firm’s planning capabilities.

You will partner with senior Wealth Advisors and Financial Consultants, educate strategic partners, and drive adoption of advanced tax guidance across Schwab Wealth Advisory while supporting on-site collaboration.

The role emphasizes collaboration, thought leadership, and impact across advisory teams.

Qualifications

• Experience applying advanced tax knowledge to develop planning strategies.
• Ability to uncover client needs to identify opportunities for planning recommendations.
• Strong ability to translate complex tax topics for clients and advisors.
• Ability to build trusted partnerships with financial professionals.
• Experience delivering educational insights to diverse audiences.

Responsibilities

• Lead sophisticated tax planning strategies for high-net-worth individuals.
• Partner with senior Wealth Advisors and Financial Consultants to address client needs.
• Educate strategic partners and enhance delivery of tax-related advice.

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

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. As a Director, Tax Planning Specialist, you’ll serve as a leading expert on sophisticated tax planning strategies and education for high-net-worth individuals. Beyond providing advanced tax guidance, you’ll help shape how tax planning capabilities are leveraged across Schwab Wealth Advisory, enabling advisors to address complex client needs and deliver greater value. In this highly visible role, you’ll partner with senior Wealth Advisors, Financial Consultants, and key stakeholders to navigate complex planning scenarios, educate strategic partners, and enhance the delivery of tax-related advice. Your expertise will strengthen client outcomes, build advisor confidence, and expand the impact of Schwab’s advisory offering. This role offers the opportunity to deepen your expertise in sophisticated planning strategies, broaden your organizational influence, and help advance Schwab’s tax planning capabilities through strategic collaboration and thought leadership. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

• Tax Planning: Ability to apply advanced tax knowledge to develop strategies that help clients optimize short- and long-term tax outcomes.
• Diagnostic Information Gathering: Ability to uncover stated and unstated client needs to identify opportunities for planning recommendations and additional services.
• Communication: Ability to translate complex tax topics into clear, actionable guidance for clients, advisors, and business partners.
• Building Collaborative Relationships: Ability to develop trusted partnerships with Financial Consultants and Wealth Advisors to drive client outcomes and referrals.
• Presentation Skills: Ability to deliver effective education and insights to small and large audiences, increasing awareness and adoption of tax planning services.

Additional Requirements

• Bachelor’s degree required
• CPA, LLM, or MBA/EA combination required
• Active FINRA Series 65 license
• May be obtained with a 120-day condition of employment
• Ability to travel approximately 10%-15%

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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