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Job description
Schwab is seeking a Director, Tax Planning Specialist to lead sophisticated tax strategies for high-net-worth individuals. This on-site role blends technical expertise with strategic education for advisors and clients.
You'll partner with senior Wealth Advisors and Financial Consultants, shaping tax planning capabilities across Schwab Wealth Advisory and expanding the impact of tax insights. Travel may be required 10-15%.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.