Senior Tax Planning & Wealth Strategy Manager
Jobleads-US
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%.
#J-18808-Ljbffr Jobleads-USVacancy posted 2 hours ago
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