Senior Tax Specialist

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.

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 location.

The Senior Tax Specialist – Special Projects/Tax Compliance provides assistance with a wide range of income tax compliance items in addition to supporting the Research and Development (“R&D”) tax credit study. 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’ll do:

Individual will assist the audit and compliance teams in a variety of tasks which includes, but is not limited to, the following:

• Project manage R&D tax credit study including coordination with outsourced providers and internal business partners, inclusive of managing the overall R&D project workstreams, scheduling interviews and preparing status reports
• Prepare state R&D calculations and return filings
• Prepare and review income tax returns, state apportionment calculation, and other supporting calculations
• Prepare and review income tax estimated payments and extensions
• 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

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• Experience with R&D credit calculation 
• Experience interacting effectively with external service providers and ability to collaborate across business partners 
• Excellent analytical, project management and organizational skills
• Corptax Income Tax software experience 
• Experience with PeopleSoft or equivalent G/L system 
• Bachelor’s degree in Accounting or equivalent
• Must have current working experience with Schwab systems and processes
• 3-5 years related experience
• Experience with federal and state & local income tax compliance
• Excellent written and verbal communication skills
• In-depth Excel and tax software knowledge
• Must be self-sufficient, a great teammate, and work well in a fast-paced, time-sensitive environment. 

Preferred Qualifications

• Alteryx experience a plus
• Public-company experience a plus
• Process improvement/implementation experience preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities