Senior Tax Specialist
Your Opportunity
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.
The Senior Tax Specialist provides assistance with a wide range of income tax compliance items. The Senior Specialist would also be responsible for supporting various tax planning and compliance projects to help ensure Schwab meets all of its tax obligations. This is an individual contributor role.
What you have
- Experience with multistate filings, strongly preferred
- Corptax or OneSource Income Tax software experience is strongly preferred
- Process improvement/implementation experience preferred
- Bachelor’s degree in Accounting or equivalent
- 3-5 years related experience
- Experience with federal and state & local income tax compliance
- Excellent analytical, project management and organizational skills
- Excellent written and verbal communication skills
- Solid Excel and tax software working knowledge
- Alteryx experience a plus
- Public-company experience a plus
What you'll do:
Individual will assist the compliance team in a variety of tasks which includes, but is not limited to, the following:
- Coordinate data requests for the preparation of the Company’s federal and state income tax returns
- Prepare and review federal and state tax returns, state apportionment calculation, and other supporting calculations
- Prepare and review income tax estimated payments and extensions
- Assist with preparation and review of annual 990-PF Return of Private Foundation filing
- Maintain compliance calendar due dates
- Maintain tax payments process
- Respond to federal and state income tax notices and provide income tax audit support
- Assist with research projects that stem from tax planning opportunities
- Work collaboratively on a cross-functional basis to identify and implement process improvements
- Assist Senior Manager and Director with ad hoc projects
* In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
What you are good at
What you have
- Experience with multistate filings, strongly preferred
- Corptax or OneSource Income Tax software experience is strongly preferred
- Process improvement/implementation experience preferred
- Bachelor’s degree in Accounting or equivalent
- 3-5 years related experience
- Experience with federal and state & local income tax compliance
- Excellent analytical, project management and organizational skills
- Excellent written and verbal communication skills
- Solid Excel and tax software working knowledge
- Alteryx experience a plus
- Public-company experience a plus
What you'll do:
Individual will assist the compliance team in a variety of tasks which includes, but is not limited to, the following:
- Coordinate data requests for the preparation of the Company’s federal and state income tax returns
- Prepare and review federal and state tax returns, state apportionment calculation, and other supporting calculations
- Prepare and review income tax estimated payments and extensions
- Assist with preparation and review of annual 990-PF Return of Private Foundation filing
- Maintain compliance calendar due dates
- Maintain tax payments process
- Respond to federal and state income tax notices and provide income tax audit support
- Assist with research projects that stem from tax planning opportunities
- Work collaboratively on a cross-functional basis to identify and implement process improvements
- Assist Senior Manager and Director with ad hoc projects
* In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.