Director, Tax Planning 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.
As a Director, Tax Planning Specialist, you'll serve as a leading expert on sophisticated tax planning strategies and education for high-net-worth individuals. Beyond providing advanced tax guidance, you'll help shape how tax planning capabilities are leveraged across Schwab Wealth Advisory, enabling advisors to address complex client needs and deliver greater value.
In this highly visible role, you'll partner with senior Wealth Advisors, Financial Consultants, and key stakeholders to navigate complex planning scenarios, educate strategic partners, and enhance the delivery of tax-related advice. Your expertise will strengthen client outcomes, build advisor confidence, and expand the impact of Schwab's advisory offering.
This role offers the opportunity to deepen your expertise in sophisticated planning strategies, broaden your organizational influence, and help advance Schwab's tax planning capabilities through strategic collaboration and thought leadership.
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 knowledge to develop strategies that help clients optimize short- and long-term tax outcomes.
- Diagnostic Information Gathering: Ability to uncover stated and unstated client needs to identify opportunities for planning recommendations and additional services.
- Communication: Ability to translate complex tax topics into clear, actionable guidance for clients, advisors, and business partners.
- Building Collaborative Relationships: Ability to develop trusted partnerships with Financial Consultants and Wealth Advisors to drive client outcomes and referrals.
- Presentation Skills: Ability to deliver effective education and insights to small and large audiences, increasing awareness and adoption of tax planning services.
Additional Requirements
- Bachelor’s degree required
- CPA, LLM, or MBA/EA combination required
- Active FINRA Series 65 license
- May be obtained with a 120-day condition of employment
- Ability to travel approximately 10%-15%
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
What you are good at
What you have
Required Qualifications
- Tax Planning: Ability to apply advanced tax knowledge to develop strategies that help clients optimize short- and long-term tax outcomes.
- Diagnostic Information Gathering: Ability to uncover stated and unstated client needs to identify opportunities for planning recommendations and additional services.
- Communication: Ability to translate complex tax topics into clear, actionable guidance for clients, advisors, and business partners.
- Building Collaborative Relationships: Ability to develop trusted partnerships with Financial Consultants and Wealth Advisors to drive client outcomes and referrals.
- Presentation Skills: Ability to deliver effective education and insights to small and large audiences, increasing awareness and adoption of tax planning services.
Additional Requirements
- Bachelor’s degree required
- CPA, LLM, or MBA/EA combination required
- Active FINRA Series 65 license
- May be obtained with a 120-day condition of employment
- Ability to travel approximately 10%-15%
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.