[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Charles Schwab jobs](https://jobs.opennash.com/companies/charles-schwab/) · [Search jobs](/search/) Charles Schwab · Charlotte, NC +2 more # Sr Manager, Tax Planning Specialist Charlotte, NC +2 more Manager or lead Finance & Accounting Listed on Charles Schwab’s official careers site. Listed as of October 18, 2026. Check that it is still open and apply there. [Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/charlotte/sr-manager-tax-planning-specialist/33727/101656973344) [OpenNash Jobs](https://jobs.opennash.com/) / [Charles Schwab](https://jobs.opennash.com/companies/charles-schwab/) / Sr Manager, Tax Planning Specialist ## Job description 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. As a Senior Manager, Tax Planning Specialist, you’ll serve as a trusted subject matter expert helping high-net-worth individuals, families, and business owners navigate sophisticated tax planning opportunities. Working closely with Wealth Advisors and Financial Consultants, you’ll provide education, planning insights, and tax strategies that support more informed financial decisions and strengthen client outcomes. Through ongoing collaboration, knowledge sharing, and professional development, you’ll continue expanding your expertise in advanced tax strategies, wealth planning, client consultation, and cross-functional partnership. 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 locations. What you have ### Required Qualifications Tax Planning: Ability to apply advanced tax strategies to help clients achieve effective short- and long-term tax outcomes. ### Diagnostic Information Gathering Ability to identify stated and unstated client needs to develop tailored planning recommendations. ### Analytical Thinking Ability to evaluate complex financial and tax information to provide sound guidance and strategic insights. ### Communication Ability to explain sophisticated tax concepts clearly to clients, advisors, and internal partners. ### Building Collaborative Relationships Ability to create trusted partnerships with Financial Consultants and Wealth Advisors to support client success. ### Additional Requirements Bachelor’s degree CPA, LLM, or MBA/EA combination Active FINRA Series 65 licenses May be obtained with a 120-day condition of employment Ability to travel approximately 10%-25% 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 collaboration—so 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 ## At a glance - Posted by the employer: Not stated - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 7 days - Location: Charlotte, NC +2 more[Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/charlotte/sr-manager-tax-planning-specialist/33727/101656973344) ## More jobs at Charles Schwab ### [2027 Financial Service & Support Intern - Austin](https://jobs.opennash.com/companies/charles-schwab/jobs/89ef3d4697b98cfe2d11/) Austin, Texas, United States ### [Bank Manager - Finance](https://jobs.opennash.com/companies/charles-schwab/jobs/7570df95879020490144/) Westlake, Texas, United States +1 more ### [Director Legal Counsel, Corporate Treasury](https://jobs.opennash.com/companies/charles-schwab/jobs/8e4fc79fbcbe2ce25b6b/) New York, NY +2 more ### [Director Legal Counsel: Investment Company Attorney](https://jobs.opennash.com/companies/charles-schwab/jobs/2cddbb6fb7c89dcdf15a/) Westlake, TX +2 more ### [Director, Counterparty Credit Risk](https://jobs.opennash.com/companies/charles-schwab/jobs/fe4b948f0e16e4610041/) Westlake, TX +1 more ## Similar jobs at other companies ### [Senior Tax Analyst, Tax Planning](https://jobs.opennash.com/companies/qualcomm/jobs/2b016d19fb36d9436727/) Qualcomm · San Diego, California, United States of America ### [International Tax Policy & Planning Analyst](https://jobs.opennash.com/companies/eaton/jobs/a574713fb53f1c6c1fed/) Eaton · Beachwood, Ohio, USA ### [Tax Solution Architect, Strategic Tax Planning](https://jobs.opennash.com/companies/amazon/jobs/ea851cf9c86a8e8a012d/) Amazon · US, WA, Seattle ### [Director - Tax Planning / Tax M&A](https://jobs.opennash.com/companies/dupont-de-nemours/jobs/e5b92b7048e3c0debee9/) DuPont De Nemours · Wilmington, Delaware, United States of America ### [Tax, ETF Tax Planning & Advisory Attorney, Vice President, New York City](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/307efac30e178931b089/) Goldman Sachs Group · New York, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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