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.
The Sr. Specialist in Client Tax Reporting is responsible for processing control reports, conducting quality assurance testing on tax forms. This role is responsible for supporting timely and accurate tax reporting to our clients and regulatory agencies. The Specialist communicates internally with business partners to inform them of upcoming client mailings and notifications.
What you’ll do:
As a Sr. Specialist on the Form 990T UBTI Reporting Team, you will be accountable for:
- Processing tax database control reports, researching discrepancies and making updates to the database to ensure accuracy.
- Communicate with internal and external business partners to escalate issues and keep interested parties informed.
- Assist with heavy-volume activities in the department, including the processing of client K1 forms and IRS Notices.
- Creating business requirements, including enhancement requests as well as covering regulatory changes
- Updating reference guides that support tax form and letter productions
- Conducting user acceptance testing and form production testing
- Processing incoming client K1 tax forms during tax season.
- Requesting K1 form updates on behalf of our clients.
- Processing IRS C Notices for clients who are subject to backup withholding.
What you have
To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Prior experience working with Form 990T UBTI.
- Prior experience in the brokerage industry, preferably in Operations
Preferred Qualifications:
- Excellent written and oral communication skills
- Ability to meet deadlines and manage through issues
- Self-starter who can take on a project with minimal support
- Ability to identify risks and escalate to management when appropriate
- Ability to handle multiple tasks simultaneously, prioritizing most critical work first
- Ability to read and understand business requirements produced by the IRS and states
- Strong client focus, with the ability to think in terms of the client experience and perspective
- Series 7 and 63 a plus
- Flexibility in schedule. This position will work approximately 20 hours per week
In addition to the salary range, this role 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
