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 large multistate filings, strongly preferredCorptax or OneSource Income Tax software experience is strongly preferredExperience with PeopleSoft or equivalent G/L system strongly preferredProcess improvement/implementation experience preferredBachelor’s degree in Accounting or equivalent3-5 years related experienceExperience with federal and state & local income tax complianceExcellent analytical, project management and organizational skillsExcellent written and verbal communication skillsIn-depth Excel and tax software knowledgeAlteryx experience a plusPublic-company experience a plusMust be self-sufficient, a great teammate, and work well in a fast-paced, time-sensitive environment. 

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 returnsPrepare and review federal and state tax returns, state apportionment calculation, and other supporting calculationsPrepare and review income tax estimated payments and extensionsAssist with preparation and review of annual 990-PF Return of Private Foundation filingMaintain compliance calendar due datesMaintain tax payments processRespond to federal and state income tax notices and provide income tax audit supportAssist with research projects that stem from tax planning opportunitiesWork collaboratively on a cross-functional basis to identify and implement process improvementsAssist Senior Manager and Director with ad hoc projects

In addition to the salary range, this position 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job