Sr Manager, Tax Planning Specialist

Charles Schwab; Charlotte (NC); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

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

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Tax planning

Diagnostic information gathering

Analytical thinking

Communication

Building collaborative relationships

Education

Bachelor's degree

CPA, LLM, or 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.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration- so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance