Director, Tax Strategy for HNW Clients

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

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5‑y

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Director, Tax Planning Specialist to lead sophisticated tax planning for high-net-worth clients. You will partner with Wealth Advisors and consultants to deliver proactive tax guidance and education across Schwab Wealth Advisory.

The role emphasizes on-site collaboration, strategic education, and cross-functional impact, with opportunities to influence the tax planning capabilities and client outcomes.

Qualifications

• Expertise in advanced tax planning strategies for high-net-worth clients.
• Ability to uncover client needs to tailor planning recommendations.
• Strong ability to translate complex tax topics into clear guidance.
• Proven ability to build trusted relationships with advisors.
• Excellent presentation skills for diverse audiences.

Responsibilities

• Lead tax planning strategies for Schwab Wealth Advisory clients.
• Partner with senior Wealth Advisors and Financial Consultants to address complex client needs.
• Educate partners and expand adoption of tax planning services.
• Contribute to thought leadership and cross-functional collaboration.
• Travel 10-15% as required.

Skills

Tax Planning

Diagnostic Information Gathering

Communication

Building Collaborative Relationships

Presentation Skills

Education

Bachelor’s degree

CPA, LLM, or MBA/EA combination

Job description

Charles Schwab is seeking a Director, Tax Planning Specialist to lead sophisticated tax planning for high-net-worth clients. You will partner with Wealth Advisors and consultants to deliver proactive tax guidance and education across Schwab Wealth Advisory.

The role emphasizes on-site collaboration, strategic education, and cross-functional impact, with opportunities to influence the tax planning capabilities and client outcomes.