Operations Specialist, Tax & Cost Basis

tively 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

Required Qualifications:

• 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

Preferred Qualifications:

• Highly motivated and results driven

• Strong analytical skills, attention to detail, and a passion for service quality

• Proven tax and cost basis experience and knowledge framework

• 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

What'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 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