Texas Staffing
Tax And Cost Basis Operations (Tcbo) 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). 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. What you'll do: 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 productions Provide support during peak volumes for withholding reconciliations and filings Review and validate Schwab Bank tax and withholding reconciliation What you have: 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 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 What's in it for you: At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso 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 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 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. What you'll do: 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 productions Provide support during peak volumes for withholding reconciliations and filings Review and validate Schwab Bank tax and withholding reconciliation What you have: 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 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 What's in it for you: At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso 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 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.