Charles Schwab · 5 hours ago
Sr. Manager, Tax
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expCharles Schwab is a leading financial services firm that empowers individuals to make an impact on their careers. The Senior Manager, Tax will be responsible for overseeing tax matters related to Schwab's proprietary mutual funds and alternative products, ensuring compliance with regulations, and collaborating with various departments within Schwab Asset Management.
Financial Services
Responsibilities
Responsibility for tax matters, including establishing tax policies, relating to alternative product types and non-traditional asset classes such as partnerships
Help oversee tax services of outside service providers to ensure deliverables are complete, accurate, and provided on time and assist with performance evaluation, recommending changes when necessary
Maintain internal control documentation and assist with the documentation of tax legal positions (ASC 740)
Be a leader in the financial statement audit process as it relates to the review of taxable income calculations and preparation of annual tax disclosures
Assist with the development, implementation, and documentation of new products and completion of new product strategies. Perform or assist in technical research and analysis related to domestic and foreign tax issues affecting various product and investment types, fund qualification and compliance matters as well as develop practical solutions
Be a leader in the development and implementation of tax accounting and reporting policies and continually improving procedures to facilitate pro-active identification, management, and resolution of tax issues
Be a leader in year-end excise tax distributions process
Be a leader in the shareholder tax reporting process
Review various tax filings (e.g. Federal, state, foreign, partner) and ensure timely and accurate filing
Work closely with other departments within Schwab and outside service providers; i.e., fund accounting, portfolio management, marketing, transfer agency, financial reporting, product teams, sales strategy, inside counsel, independent auditors, and external tax authorities
Qualification
Required
Bachelor's degree required
A minimum of 10 years of experience in taxation of partnerships and regulated investment companies (RICs) at a major accounting firm or in the asset management industry
Proficient knowledge of partnerships, RICs, financial instruments, and strategies
Strong project management, vendor management and research skills
Preferred
CPA or Masters in Tax preferred
Proven verbal and written communication skills and ability to interact within all levels of SAM and with other external/internal partners
Proven organizational skills, attention to detail, and the ability to meet tight deadlines
Drive and skillset to identify areas of opportunity and implement effective change and automation
Proactively support business partners and overall company goals through collaboration and effective networking
Strong analytical and problem-solving skills, including ability to deliver clear and concise analysis
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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