Senior Tax Specialist - Federal & State Tax Compliance

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.

The Senior Tax Specialist provides assistance with a wide range of income tax compliance items. 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 have

• Experience with large multistate filings, strongly preferred

• Corptax or OneSource Income Tax software experience is strongly preferred

• Experience with PeopleSoft or equivalent G/L system strongly preferred

• Process improvement/implementation experience preferred

• Bachelor’s degree in Accounting or equivalent

• 3-5 years related experience

• Experience with federal and state & local income tax compliance

• Excellent analytical, project management and organizational skills

• Excellent written and verbal communication skills

• In-depth Excel and tax software knowledge

• Alteryx experience a plus

• Public-company experience a plus

• Must be self-sufficient, a great teammate, and work well in a fast-paced, time-sensitive environment. 

What you'll do:

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

• Coordinate data requests for the preparation of the Company’s federal and state income tax returns

• Prepare and review federal and state tax returns, state apportionment calculation, and other supporting calculations

• Prepare and review income tax estimated payments and extensions

• Assist with preparation and review of annual 990-PF Return of Private Foundation filing

• Maintain compliance calendar due dates

• Maintain tax payments process

• 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