Director, Tax Strategy & Planning | Hybrid

Charles Schwab; Charlotte (NC); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+?

Paid parental leave and family build

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Charlotte, NC is seeking a Director, Tax Planning Specialist to lead sophisticated tax planning for high-net-worth clients. You will partner with Wealth Advisors and key stakeholders to deliver advanced guidance and expand Schwab's tax capabilities across the advisory platform.

The role emphasizes collaboration, in-person work, and education responsibilities, including presenting to diverse audiences and shaping planning strategies across the Schwab Wealth Advisory offering.

Qualifications

• Develop advanced tax strategies for high-net-worth clients.
• Diagnose client needs and identify planning opportunities.
• Explain complex tax topics clearly to clients and partners.
• Build trusted partnerships with Wealth Advisors to drive referrals.
• Deliver engaging tax education to audiences.

Responsibilities

• Lead sophisticated tax planning initiatives across Schwab Wealth Advisory.
• Partner with senior advisors to address complex client needs.
• Educate strategic partners and expand service offerings.

Skills

Tax Planning

Info gathering

Communication

Collaboration

Presentation

Education

Bachelor’s degree

CPA/LLM/MBA/EA

Active FINRA Series 65

Job description

Charles Schwab in Charlotte, NC is seeking a Director, Tax Planning Specialist to lead sophisticated tax planning for high-net-worth clients. You will partner with Wealth Advisors and key stakeholders to deliver advanced guidance and expand Schwab's tax capabilities across the advisory platform.

The role emphasizes collaboration, in-person work, and education responsibilities, including presenting to diverse audiences and shaping planning strategies across the Schwab Wealth Advisory offering.