Senior Tax Specialist - Federal & State Tax Compliance

Charles Schwab

4

(159)

Lone Tree, CO

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2025-106958

    Position summary

    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

    In addition to the salary range, this position is also eligible for bonus or incentive opportunities

    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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.