Senior Tax Planning & Wealth Strategy Manager
Listed on 2026-10-11
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Finance & Banking
Wealth Management
Charles Schwab Corporation in Charlotte, NC seeks a Senior Manager, Tax Planning Specialist to guide high-net-worth clients through sophisticated tax strategies on-site. You’ll educate clients, craft planning insights, and partner with Wealth Advisors and Financial Consultants to improve outcomes.
Role emphasizes collaboration, ongoing professional development, and expanding expertise in advanced tax strategies and wealth planning, with a travel requirement of about 10–25%.
The Senior Tax Planning & Wealth Strategy Manager role at Charles Schwab Corporation is now open for applications in Charlotte, NC, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Charlotte, NC, United States.
This opportunity is part of our work in Legal.
The advertised compensation is 140..
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