Hybrid Tax Planning Leader for High‑Net‑Worth Wealth

Charles Schwab in Charlotte, NC is seeking a Senior Manager, Tax Planning Specialist who serves as a trusted tax planning expert for high-net-worth individuals, families, and business owners. You will collaborate with Wealth Advisors and Financial Consultants to educate, plan, and implement tax strategies that improve client outcomes. This role emphasizes on-site collaboration, cross-functional partnership, and ongoing professional development to deepen expertise in advanced tax strategies and