Charles Schwab
Overview
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(s).
Tax and Cost Basis Operations (TCBO) is part of the Custody & Asset Services division of Operational Services. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to build a world-class client experience, while providing a controlled and focused environment that allows our employees to feel valued and engaged. Explore an exciting and challenging opportunity to join an outstanding team within Operational Services that provides premier support to our clients for their tax reporting needs. The Withholding and Reconciliation is a niche group within Tax and Cost Basis Operations that serves to provide accurate tax reporting and reconciliations.
Responsibilities
Provide support to tax form production
Work collaboratively and optimally with others
Effectively leverage tools and resources
Partner with internal business partners to ensure compliance with regulations
Provide vision, review and ownership for projects and productionsPlease correct the closing tag:
Provide support during peak volumes for withholding reconciliations and filings
Review and validate Schwab Bank tax and withholding reconciliation
Qualifications Required Qualifications
1+ years of experience in the tax and/or cost basis industry
Bachelor's degree or equivalent experience in Accounting, Finance or Economics preferred
Expertise in tax reporting
Preferred Qualifications
Highly motivated and results driven
Strong analytical skills, attention to detail, and a passion for service quality
Proven tax and cost basis experience and knowledge framework
Knowledge of IRS regulations in relation to broker/dealer reporting
Excellent written and verbal communication skills
Flexibility to work in an evolving environment as processes and procedures are developed
Strong MS Excel skills, ability to work with large data sets
Schwab Bank experience preferred
Series 7 license preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Benefits 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
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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(s).
Tax and Cost Basis Operations (TCBO) is part of the Custody & Asset Services division of Operational Services. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to build a world-class client experience, while providing a controlled and focused environment that allows our employees to feel valued and engaged. Explore an exciting and challenging opportunity to join an outstanding team within Operational Services that provides premier support to our clients for their tax reporting needs. The Withholding and Reconciliation is a niche group within Tax and Cost Basis Operations that serves to provide accurate tax reporting and reconciliations.
Responsibilities
Provide support to tax form production
Work collaboratively and optimally with others
Effectively leverage tools and resources
Partner with internal business partners to ensure compliance with regulations
Provide vision, review and ownership for projects and productionsPlease correct the closing tag:
Provide support during peak volumes for withholding reconciliations and filings
Review and validate Schwab Bank tax and withholding reconciliation
Qualifications Required Qualifications
1+ years of experience in the tax and/or cost basis industry
Bachelor's degree or equivalent experience in Accounting, Finance or Economics preferred
Expertise in tax reporting
Preferred Qualifications
Highly motivated and results driven
Strong analytical skills, attention to detail, and a passion for service quality
Proven tax and cost basis experience and knowledge framework
Knowledge of IRS regulations in relation to broker/dealer reporting
Excellent written and verbal communication skills
Flexibility to work in an evolving environment as processes and procedures are developed
Strong MS Excel skills, ability to work with large data sets
Schwab Bank experience preferred
Series 7 license preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Benefits 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
#J-18808-Ljbffr