Director of Advanced Tax Strategy & Advisory Education

Charles Schwab is seeking a Director, Tax Planning Specialist to serve as a leading expert on sophisticated tax planning strategies for high‑net‑worth individuals. In this highly visible role, you will partner with senior Wealth Advisors and key stakeholders to educate partners and elevate the delivery of tax guidance across Schwab's advisory platforms. The position offers the opportunity to deepen expertise, expand influence, and contribute to Schwab's tax planning capabilities through