Your OpportunityAt 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.Assist the Director of Corporate Tax, Audits and Indirect Tax to manage federal and state tax controversy, collaborate with team members and outside tax advisors, and assist with ad-hoc requests to support the business.What you have
Bachelor’s in Accounting or equivalent required. Masters of Tax/Accounting/CPA strongly preferred.
7+ years tax experience in a public accounting firm or corporate tax department with 3-5 years tax controversy specific experience strongly preferred
Substantial experience with multi-state income tax controversy matters. Knowledge of State indirect taxes
Experience interacting effectively and efficiently with external tax advisors and ability to collaborate across business partners
Experience with PeopleSoft or equivalent G/L system strongly preferred
Strong analytical, organization, and problem-solving skills
Excellent written and verbal communication skills
Solid Excel working knowledge
Must be self-sufficient, a team player, and work well in a fast-paced, time-sensitive environment
What you'll do:
Manage Federal and State/Local income tax audits and inquiries by governmental authorities. Work directly with outside tax advisors on technical issues. Maintain knowledge of tax legislation and tax changes as it relates to ongoing audits and tax planning related to audits
Serve as the primary liaison between the company and taxing authorities on controversy work, timely communication of significant examination developments to ensure proper company compliance
Conduct research of tax laws, regulations and case law to resolve audited related tax issues and support return positions
Identify opportunities to improve and/or automate tax processes to improve efficiencies and controls
Assist with identifying and executing tax planning related to tax savings and tax audits
Develop and execute periodic reporting for senior management review
As needed, support the State and Local Indirect Tax function, including compliance, audits/controversies, personal property tax and similar tax types. Coordination of indirect tax calendar due dates with team members to ensure timely completion of filings
In addition to the salary range, this position is also eligible for bonus or incentive opportunitiesWhat’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
CO Salary Range: USD $101,000 - $224,400 / YearWhat’s in it for you:At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab 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 [email protected] or call 800-275-1281.