Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Planning Offer Lead - Strategic, Cross-Functional

Charles Schwab

Charles Schwab is seeking a Senior Manager, Offer Management (Tax Planning) in Wisconsin. In this role, you will define how tax-aware planning comes to life for advisors and clients. You will work closely with cross-functional partners to deliver solutions that enhance client outcomes. The ideal candidate will have strong strategic thinking and analytical skills, along with proven ability to communicate effectively to senior stakeholders. A comprehensive benefits package is included, along with opportunities for bonuses. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Planning Offer Lead - Strategic, Cross-Functional in Westlake, TX vacancy
  •  ...matter. As a Senior Manager, Offer Management (Tax Planning) , you’ll help define how...  ...You’ll Do You’ll apply strategic, analytical, and...  ...facilitation and adaptability to lead working sessions, define...  ...Proven ability to collaborate cross‑functionally and influence without... 
    Tax
    Work at office

    Charles Schwab

    Westlake, TX
    2 days ago
  • $103k - $211k

     ...dynamic team dedicated to leading and delivering Strategic Programs in Fidelity...  ...The projects can be cross-enterprise or...  ...several stakeholders and functional teams to deliver a...  ...are appropriately planned, resourced, and executed...  ...requirements, the offer package may also... 
    Suggested
    Full time
    Work from home
    Shift work

    Fidelity Investments

    Westlake, TX
    1 day ago
  •  ...currently seeking a Senior Tax Analyst for one of our...  ...global corporate tax function. This is a hands-on...  ..., working closely with cross-functional teams across...  ...Support global tax planning and ad-hoc tax projects...  ...international tax operations and strategic initiatives... 
    Tax
    Permanent employment
    Visa sponsorship

    Global Executive Chile

    Roanoke, TX
    6 days ago
  •  ...Tax Manager Division: Corporate...  ...designed to drive strategic tax initiatives and...  ...will act as a key lead for M&A tax workstreams...  ...international tax planning, and complex tax...  ...pricing documentation, cross-border transaction...  ...within the tax function to enhance... 
    Tax
    Work at office

    ECi Software Solutions

    Roanoke, TX
    3 days ago
  •  ...Role The Senior Tax Analyst will play a key...  ...operational efficiency, and strategic alignment with our...  .... This role offers a unique opportunity to...  ...Tax Analyst will work cross-functionally with Accounting, FP&A,...  ...execution of global tax planning initiatives. Driving... 
    Tax
    Work at office
    Local area

    Solera, Inc.

    Westlake, TX
    7 days ago
  •  ...In this role, you will lead the backlog and...  ...accountable for translating strategic direction into high-quality...  ..., drift detection, tax loss harvesting)...  ...backlog refinement, sprint planning, and PI planning with...  ...production readiness Cross-Functional Influence Act as... 
    Tax
    Full time
    Work at office

    Charles Schwab

    Roanoke, TX
    7 days ago
  •  ...a talented and driven Tax Manager to join us at...  ...strong technical skills, strategic thinking, and a...  ...International Tax Compliance & Planning Prepare key U.S....  ...the business. Cross-Functional Collaboration &...  ...Southlake Town Square. We offer many fantastic onsite... 
    Tax
    Temporary work

    Likewize

    Southlake, TX
    4 days ago
  •  ...Director Strategic Market Development Optional Work...  ...healthcare procurement leads, university dining...  ...product focus to ensure offerings are optimized for Merrychef...  ...decisions. Cross Functional Collaboration: Work closely...  ...) • 401(k) savings plan • Wellness Program... 
    Full time
    Work at office
    Remote work
    Work from home
    Shift work
    Night shift

    Welbilt Inc

    Coppell, TX
    7 days ago
  •  ...Overview The Director, Strategic Market Development is...  ...healthcare procurement leads, university dining...  ...product focus to ensure offerings are optimized for Merrychef...  ...Experience partnering cross‑functionally with Culinary, Sales,...  ...) 401(k) savings plan Wellness program Supplemental... 
    Full time
    Work at office
    Remote work
    Shift work
    Night shift

    Welbilt Inc

    Coppell, TX
    2 days ago
  •  ...For our W2 consultants, we offer a great benefits package...  ...working in matrixed, cross-functional environments and partnering...  ...benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary...  ...: Eliassen Group is a strategic consulting firm that... 
    Tax
    Hourly pay
    Local area

    Eliassen Group

    Roanoke, TX
    7 days ago
  •  ...Manager provides strategic leadership and...  ...for AP functions across North America...  ...Execution Governance: Lead day-to-day AP...  ...development plans, and succession...  ...seamless coverage. Tax Compliance &...  ...navigate cross-functional partnerships...  ...- Dec 31st We offer comprehensive... 
    Tax
    Flexible hours

    Sabre

    Southlake, TX
    1 day ago
  •  ...oriented, well organized, strategic data technology...  ...will be a hands-on lead engineer with...  ...critical business functions and business units...  ..., Audit, Corporate Tax, Risk, Compliance,...  ...project success via cross-functional coordination...  ...establish mitigation plans. Create and... 
    Tax

    Charles Schwab

    Southlake, TX
    3 days ago
  •  ...thought partnership, strategic analysis, and insights. The group leads several key functions for Schwab to support...  ...annual corporate strategic planning cycle. Corporate...  ...role will drive will be cross-enterprise or corporate...  ...regular basis. We offer a competitive benefits... 
    Full time
    Work experience placement
    Work at office
    Work from home
    Relocation
    Monday to Friday

    Charles Schwab

    Roanoke, TX
    5 days ago
  •  ...product management and cross-functional teams to guide AI...  ...w2 consultants, we offer a great benefits package...  ...governance. Lead interviews, elicit and...  ...medical (choice of 3 plans), dental, vision, pre-tax accounts, other...  ...Eliassen Group is a strategic consulting firm that... 
    Tax
    Hourly pay
    Contract work
    Local area

    Eliassen Group

    Roanoke, TX
    4 days ago
  • $72 - $76 per hour

     ...Collaborative mindset with strong cross-functional partnership skills...  ...specific elections, plan, or program terms. If...  ...Retirement Plan – Pre-tax and Roth post-tax...  ...Global Services We’re a leading provider of business...  ...and speed. We’re strategic thinkers, hands-on collaborators... 
    Tax
    Contract work
    Temporary work
    Remote work
    1 day per week

    TEKsystems

    Southlake, TX
    6 days ago
  •  ...For our w2 consultants, we offer a great benefits package...  ...plus) Collaborate with cross-functional teams to deliver...  ...room to grow Work on strategic, customer-facing platforms...  ...benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary... 
    Tax
    Hourly pay
    Contract work
    Local area

    Eliassen Group

    Roanoke, TX
    7 days ago
  •  ...are currently seeking a Senior Tax Analyst for one of our most...  ...strengthen our global corporate tax function. This is a hands-on role ideal...  ..., working closely with cross-functional teams across the organization...  ...efficiency Support global tax planning and ad-hoc tax projects #J-188... 
    Tax

    GLOBAL EXECUTIVE SERVICES LLC.

    Westlake, TX
    2 days ago
  •  ...w2 consultants, we offer a great benefits package...  ...through unit, functional, and integration testing...  ...with effective cross-team collaboration....  ...medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary...  ...Eliassen Group is a strategic consulting firm that... 
    Tax
    Hourly pay
    Local area

    Eliassen Group

    Westlake, TX
    24 days ago
  •  ...Risk Management (FRM) function is an in‑business risk...  ...forecasts, sensitivities, and cross‑risk impacts under...  ...indicators, and contingency planning Assess new business and...  ...Excellent analytical, strategic planning, problem‑...  ...on a regular basis. We offer a competitive benefits... 
    Work experience placement

    Charles Schwab

    Westlake, TX
    2 days ago
  •  ...experiences in financial planning, investing, and...  ...As part of an agile, cross-functional team, you'll contribute...  ...our w2 consultants, we offer a great benefits package...  ..., dental, vision, pre-tax accounts, other voluntary...  ...Eliassen Group is a strategic consulting firm that helps... 
    Tax
    Hourly pay
    Contract work
    Local area

    Eliassen Group

    Roanoke, TX
    5 days ago
  •  ...payroll execution, including deductions, taxes, and benefits Validate payroll data...  ...Comfortable working with vendors and cross-functional teams Intermediate Excel skills Nice...  ...and grow within global payroll What We Offer Opportunity to grow into global payroll... 
    Tax
    Local area

    Global Executive Chile

    Roanoke, TX
    3 days ago
  •  ...experience by delivering strategic programs, scalable...  ...objectives. You will lead complex compensation...  ...roadmap, facilitating cross-functional forums to evaluate escalations...  ...strategy, incentive plan design, or related...  ...regular basis. We offer a competitive benefits... 
    Work at office

    Charles Schwab

    Roanoke, TX
    3 days ago
  •  ...Charles Schwab Corporation is seeking a Director, Legal Counsel focused on Trademarks, Copyrights, and Brand Protection to provide strategic counsel within the Technology and Intellectual Property legal team. The successful candidate will have over eight years of... 

    Charles Schwab

    Westlake, TX
    2 days ago
  •  ...alignment on key decisions, strategic roadmap and priorities, and initiative...  ...development of project plans and timelines, day‑to‑day...  ...with various working groups and cross‑functional stakeholders. Structured...  ...priorities and navigate and lead through ambiguity. You overcome... 
    Work at office

    Charles Schwab

    Westlake, TX
    2 days ago
  •  ...Responsibilities Support diligence of all strategic investments and client...  ...expansion and business lines Work cross functionally with facilities, operations,...  ...functional groups to develop product offering Strategic Planning: Conduct market research, competitive... 
    Second job
    Work at office
    Remote work

    Life Science Logistics LLC

    Coppell, TX
    16 days ago
  •  ...with internal legal and tax teams as needed to...  ...support for organizational strategic and departmental initiatives...  ...ability to lead a team; direct experience...  ...understanding of investment offering materials, including limited...  ...and supports all its functions: Program Development,... 
    Tax

    Fidelity Investments

    Roanoke, TX
    7 days ago
  •  ...12 schools. We offer incredible customization...  ...industry-best lead times....  ...all accounting functions, ensuring strong...  ...and providing strategic financial insights...  ...and financial planning processes to...  ...compliance with GAAP, tax regulations,...  ...Leadership & Cross-Functional... 
    Tax
    Full time
    Local area

    AO Swag

    Coppell, TX
    6 days ago
  •  ...team responsible for shaping strategic technology investment...  ...decisions and guiding multi-month, cross-functional initiatives. This role sits...  ...options and recommendations, leading high-impact workstreams,...  ...level objectives to executable plans and measurable outcomes.... 
    Work experience placement
    Shift work

    Fidelity Investments

    Westlake, TX
    7 days ago
  •  ...organization, driving strategic decisions with senior...  ...into execution across cross-functional teams, and distilling...  ...executive leadership, offering meaningful opportunity...  ...Finance processes including planning, forecasting,...  ...Delivery Define and lead the multi-year AI... 
    Work at office

    Charles Schwab

    Roanoke, TX
    3 days ago
  •  ...while remaining hands‑on in daily accounting functions. Key Responsibilities Manage month-end...  ...financial reporting Assist with sales tax compliance and filings Prepare audit...  ...junior accounting team members Collaborate cross‑functionally with operational and executive... 
    Tax

    The Encompass Group

    Southlake, TX
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Planning Offer Lead - Strategic, Cross-Functional. Be the first to apply!