Sr. Specialist Accounting

Your opportunity

Withholding and Reconciliation is a niche group within Tax and Cost Basis Operations that serves to reconcile our withholding accounts, file timely returns for both state and federal entities and remit withholding to both the IRS and state government every day. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create a premier client experience, while providing a controlled and focused environment that allows our employees to feel valued and engaged.

Duties will include:

• Monthly, quarterly and annual returns with various state and federal filings in addition to filing detailed electronic filings
• Reconciliations of variances between numerous systems to ensure our various state and federal filings are in order
• Research and resolve notices received from the state and federal government agencies
• Oversee withholding rates changes issued by states and the treaties issued by the federal government
• Develop and maintain processing procedures for the team
• Coordinate with internal business partners to ensure maintenance of tax databases
• Partner with external partners and vendors to ensure compliance with regulations
• Work closely with outside groups to develop new processes and identify mutually helpful opportunities for improvement in the overall process(es)

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

What you have

Required Qualifications:

• 2+ years of accounting, tax, finance or reconciliation experience
• Experience in training and mentoring team members
• Experience in using access database, pivot tables, and nested Excel formulas
• Bachelors degree

Preferred Qualifications: 

• Experience with Schwab’s Client Tax & Cost Basis back office applications
• Ability to have strict adherence to the established policies and procedures
• Ability to work under pressure in a constantly evolving environment while maintaining a high level of positivity and professionalism
• Good decision making and sound judgment skills are a must
• Attention to detail to identify and mitigate risk by adhering to department and firm policies and procedures
• Strong communication skills with the ability to develop and grow working relationships with internal and external clients
• Identify and communicate issues effectively and timely to peers and leadership
• Ability to multi-task and understand the importance of follow-through
• Have outstanding time management and organization skills
• Ability to work in undefined environments
• Strong reconciliation, analytical and research skills

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