Senior Tax Planning & Wealth Strategy Manager

Charles Schwab Corporation; Charlotte (NC); On-site; USD 140,000 - 210,000; Full time

Job summary

Charles Schwab Corporation in Charlotte, NC seeks a Senior Manager, Tax Planning Specialist to guide high-net-worth clients through sophisticated tax strategies on-site. You’ll educate clients, craft planning insights, and partner with Wealth Advisors and Financial Consultants to improve outcomes.

Role emphasizes collaboration, ongoing professional development, and expanding expertise in advanced tax strategies and wealth planning, with a travel requirement of about 10–25%.

Qualifications

• Advanced tax planning strategies for high-net-worth clients.
• Ability to identify client needs and tailor planning recommendations.
• Strong analytical evaluation of complex financial data.
• Clear communication of sophisticated tax concepts.
• Ability to collaborate with Wealth Advisors and Financial Consultants.

Responsibilities

• Apply advanced tax strategies to optimize short- and long-term outcomes.
• Educate clients and partners with planning insights and recommendations.
• Collaborate cross-functionally to support client success and outcomes.

Skills

Tax Planning

Diagnostic Information Gathering

Analytical Thinking

Communication

Building Collaborative Relationships

Education

Bachelor’s degree

CPA

LLM

MBA/EA combination

Job description

Charles Schwab Corporation in Charlotte, NC seeks a Senior Manager, Tax Planning Specialist to guide high-net-worth clients through sophisticated tax strategies on-site. You’ll educate clients, craft planning insights, and partner with Wealth Advisors and Financial Consultants to improve outcomes.

Role emphasizes collaboration, ongoing professional development, and expanding expertise in advanced tax strategies and wealth planning, with a travel requirement of about 10–25%.