Job Details

Director, Tax Information Reporting Policy and Compliance Military veterans preferred

Company name
Charles Schwab & Co., Inc

Location
Lone Tree, CO

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\t\t Description: Lone Tree - CO, DENR3, 9800 Schwab Way, 80124Pamela Ferrell20170905-4542We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of \u2018own your tomorrow\u2019 every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:Tax Information Reporting Policy & Compliance is a trusted partner that promotes tax compliance through subject matter guidance and oversight. \u00a0As part of the Corporate Controllers Group, this small team of tax professionals is responsible for providing regulatory compliance oversight and guidance specifically on client tax information reporting and withholding issues for various business partners at Schwab and their affiliates. This position reports to the Vice President of Information Reporting Policy and Compliance.\u00a0What you\u2019ll do:The Director, Tax Information Reporting Policy and Compliance will lead a tax function responsible for oversight of the firm's client and vendor tax documentation, withholding, and reporting processes.\u00a0 This function will include:
Conducting compliance reviews on a wide range of withholding and information reporting processes
Developing strong working relationships with business partners and organize consensus building to resolve complex tax issues
Providing detailed verbal and written compliance guidance to various business partners
Ability to communicate tax rules and regulations in terms understandable to business partners
Constructively challenge ideas with the aim of enhancing controls and compliance
Identifying, measuring, and monitoring the firm's client tax compliance
Strong Excel skills with the ability to analyze large bout of data
Assisting with in the revision and implementation of tax reporting policies and procedures

\u00a0What you have:In terms of professional qualifications, we seek a professional with strong reach skills, with a focus on tax compliance and extensive experience in the financial services industry.\u00a0 More specific experience includes:
Ten years of relevant work \u00a0experience, preferably on an information reporting team
Excellent written and verbal communication skills with the ability to describe complex technical tax issues in a way that non-experts can understand

\u00a0What you\u2019ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

\u00a0Learn more about Life@Schwab.Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. \t\t Job Specifications

Relocation Offered?:
Yes

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Accounting and Finance-6 yrs, Compliance

Position Located In:
CO - Lone Tree

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Compliance/Legal/Regulatory \t\t Activation Date: Sunday, September 10, 2017 \t\t Expiration Date: Friday, December 1, 2017 \t\t Apply Here \t
See Job Description

Company info

Charles Schwab & Co., Inc
Website : https://www.schwab.com

Company Profile
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

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