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Charles Schwab

Accounting Specialist

Charles Schwab, Westlake, Texas, United States

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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(s).

Withholding and Reconciliation is a niche group within Tax and Cost Basis Operations that serves to reconcile our withholding amount, 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.

The Accounting Specialist will

reconcile 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,

prepare daily wires for transmittal of withholdings to both state and federal entities,

work with other outside groups to research and resolve variances and provide education on their downstream impacts to our processes and,

file monthly, quarterly and annual returns with various state and federal entities in addition to filing detailed electronic filings.

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

Required Qualifications

Bachelor’s degree or equivalent experience

Strong Excel knowledge

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