Year Up - Associate, Operations

ers 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:

Tax and Cost Basis Operations is a part of the Custody Asset Services organization within Schwab 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.

The W8 Team within Tax and Cost Basis Operations processes U.S. tax withholding certificates submitted by Schwab's foreign clients to ensure appropriate tax withholding and reporting under U.S. tax laws and treaties.

What you'll do:

As an Associate on the W8 Team in Tax and Cost Basis Operations you will be responsible for:

• Reviewing W-8BEN tax forms and associated documentary evidence for completeness and accuracy

• Updating internal systems to reflect W-8BEN validation results

• Determining and applying appropriate withholding rates to client accounts based on W-8BEN review

• Sending written communications to notify clients of an incomplete or rejected W-8BEN

• Processing and reviewing departmental control reports

• Assisting with ad hoc projects as needed

What you have

• Work experience in operations at a financial services firm

• Proficient computer skills including Microsoft Excel and Word

• Ability to understand and apply complex rule sets while strictly adhering to policies and procedures

• Ability to collect and input data quickly and accurately

• Outstanding time management, organization and attention to detail

• Strong verbal and written communication skills

• Collaborative, team-oriented approach

• Ability to work under pressure in a fast-paced environment while maintaining the highest level of positivity and professionalism

• Ability to identify and communicate issues effectively and timely to peers and management

• Initiative to perform day-to-day tasks with limited guidance or direct supervision

You demonstrate these behaviors:

• Initiative - Identifies what needs to be done and takes action before being asked or required to, does more than what is normally required in a situation

• Results Oriented - Has a strong sense of urgency about solving problems and getting work done

• Customer Oriented - Demonstrated concern for satisfying one's external and/or internal customers

• Adaptability - The ability to keep functioning effectively when under pressure and effectively handle several problems or tasks at once

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