Job Information
Charles Schwab Senior Tax Specialist in Lone Tree, Colorado
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
CO Salary Range: USD $65,300 - $133,500 / Year
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.