Hybrid Tax Planning Leader for High‑Net‑Worth Wealth

Charles Schwab; Charlotte (NC); In loco; USD 180.000 - 240.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company match and Employee

Stock purchase plan

Paid vacation and volunteering leave

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Descrizione del lavoro

Charles Schwab in Charlotte, NC is seeking a Senior Manager, Tax Planning Specialist who serves as a trusted tax planning expert for high-net-worth individuals, families, and business owners. You will collaborate with Wealth Advisors and Financial Consultants to educate, plan, and implement tax strategies that improve client outcomes.

This role emphasizes on-site collaboration, cross-functional partnership, and ongoing professional development to deepen expertise in advanced tax strategies and

Competenze

• Tax planning expertise to optimize short- and long-term client outcomes.
• Diagnostic information gathering to tailor planning recommendations.
• Analytical thinking to evaluate complex financial and tax data for guidance.
• Clear communication of sophisticated tax concepts to clients and partners.
• Building collaborative relationships with advisors to support client success.

Mansioni

• Serve as a trusted tax planning SME for high-net-worth clients.
• Provide education, planning insights, and tax strategies to clients and advisors.
• Collaborate with Wealth Advisors and Financial Consultants to strengthen outcomes.
• Expand expertise in advanced tax strategies, wealth planning, and client consultation.

Conoscenze

Tax planning

Diagnostic information gathering

Analytical thinking

Communication

Building collaborative relationships

Formazione

Bachelor's degree

CPA, LLM, or MBA/EA combination

Descrizione del lavoro

Charles Schwab in Charlotte, NC is seeking a Senior Manager, Tax Planning Specialist who serves as a trusted tax planning expert for high-net-worth individuals, families, and business owners. You will collaborate with Wealth Advisors and Financial Consultants to educate, plan, and implement tax strategies that improve client outcomes.

This role emphasizes on-site collaboration, cross-functional partnership, and ongoing professional development to deepen expertise in advanced tax strategies and