Hybrid W-Tax Specialist — Detail‑Oriented & Impactful
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-15
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
-
Accounting
Job Description & How to Apply Below
Schwab is seeking a Specialist for the W8 Team in Tax and Cost Basis Operations in Phoenix, AZ. The role focuses on reviewing W-8
BEN forms, updating systems, and applying withholding rates to client accounts.
The team prioritizes accurate tax reporting and collaboration with internal partners to improve client service. Hybrid/work-on-site expectations are defined by Schwab's in-office culture.
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