Director, Tax Strategy & Advisor Education

Charles Schwab; Walnut Creek (CA); On-site; USD 210,000 - 290,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off for vacation, volunteers

28-day sabbatical after every 5 years

Paid parental leave and familyBuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Walnut Creek, CA, seeks a Director, Tax Planning Specialist to lead sophisticated tax planning for high-net-worth clients. You will partner with senior Wealth Advisors and Financial Consultants to shape strategies and education, delivering high-value tax guidance within Schwab Wealth Advisory.

This highly visible role emphasizes collaboration, strategic leadership, and expanding tax planning capabilities across the advisory offering.

Qualifications

• Tax planning: develop strategies to optimize short- and long-term tax outcomes.
• Diagnostic information gathering to identify client needs.
• Communication: translate complex tax topics into actionable guidance.
• Building collaborative relationships with Financial Consultants and Wealth Advisors.
• Presentation skills to educate audiences of varying sizes.

Responsibilities

• Partner with senior Wealth Advisors and Financial Consultants to navigate planning scenarios.
• Educate strategic partners and enhance delivery of tax-related advice.
• Strengthen client outcomes and expand Schwab's advisory offering.

Skills

Tax planning

Diagnostic information gathering

Communication

Building collaborative relationships

Presentation skills

Education

Bachelor’s degree

CPA / LLM / MBA / EA

FINRA Series 65 license

Job description

Charles Schwab in Walnut Creek, CA, seeks a Director, Tax Planning Specialist to lead sophisticated tax planning for high-net-worth clients. You will partner with senior Wealth Advisors and Financial Consultants to shape strategies and education, delivering high-value tax guidance within Schwab Wealth Advisory.

This highly visible role emphasizes collaboration, strategic leadership, and expanding tax planning capabilities across the advisory offering.