Charles Schwab Managing Director - Client Tax Reporting in Lone Tree, Colorado

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Client Tax Reporting (CTR) is a 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 create a premier client experience, while providing a controlled and disciplined environment that allows our employees to feel valued and engaged. Client Tax Reporting is under the Shared Support Services umbrella.

What you’ll do:

The Managing Director will lead a team of responsible for providing accurate and timely tax reporting services to all nonresident alien Schwab clients, reporting to foreign agencies under Common Reporting Standards and generating reporting for IRA accounts.

Specific responsibilities include:

• Implementation of IRS regulations; generation of business requirements and end-to-end testing for tax changes; production of tax forms and letters; reconciliation and remittance of tax withholding to appropriate agencies.

• Communicate frequently with professional organizations, the IRS, other state regulatory agencies and representatives, and customers.

• Partner with Client Reporting Technology and QA to implement business requirements in applications they support to reporting income to appropriate US or foreign jurisdictions.

• Work closely with the Information Reporting, Policy & Compliance group to ensure Schwab meets all its client regulatory reporting functions.

What you have:

  • 5+ years’ supervision experience

  • Strong communication, influencing, and relationship skills, including experience working with all levels of management

  • Knowledge and understanding of Tax Reporting

  • Proven ability to execute on organization initiatives

  • Time management, organization, and prioritization skills

  • The ability to work under intensive deadlines

  • Bachelor’s degree or equivalent work experience

  • Series 7, 63 preferred or willing to complete a condition of employment (COE) within 12 months from hire date

  • Series 24 a plus

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: CO - Lone Tree