Sr Manager, Tax Planning Specialist

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

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

As a Senior Manager, Tax Planning Specialist, you’ll serve as a trusted subject matter expert helping high-net-worth individuals, families, and business owners navigate sophisticated tax planning opportunities. Working closely with Wealth Advisors and Financial Consultants, you’ll provide education, planning insights, and tax strategies that support more informed financial decisions and strengthen client outcomes.

Through ongoing collaboration, knowledge sharing, and professional development, you’ll continue expanding your expertise in advanced tax strategies, wealth planning, client consultation, and cross-functional partnership.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

• Tax Planning: Ability to apply advanced tax strategies to help clients achieve effective short- and long-term tax outcomes.
• Diagnostic Information Gathering: Ability to identify stated and unstated client needs to develop tailored planning recommendations.
• Analytical Thinking: Ability to evaluate complex financial and tax information to provide sound guidance and strategic insights.
• Communication: Ability to explain sophisticated tax concepts clearly to clients, advisors, and internal partners.
• Building Collaborative Relationships: Ability to create trusted partnerships with Financial Consultants and Wealth Advisors to support client success.

Additional Requirements

• Bachelor’s degree
• CPA, LLM, or MBA/EA combination
• Active FINRA Series 65 licenses
  • May be obtained with a 120-day condition of employment
• Ability to travel approximately 10%-25%

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.