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...TaxWork at office
$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...SuggestedFull timeWork from homeShift work- ...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...TaxPermanent employmentVisa sponsorship
- ...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...TaxWork at office
- ...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...TaxWork at officeLocal area
- ...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...TaxFull timeWork at office
- ...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...TaxTemporary work
- ...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 timeWork at officeRemote workWork from homeShift workNight shift
- ...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 timeWork at officeRemote workShift workNight shift
- ...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...TaxHourly payLocal area
- ...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...TaxFlexible hours
- ...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
- ...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 timeWork experience placementWork at officeWork from homeRelocationMonday to Friday
- ...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...TaxHourly payContract workLocal area
$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...TaxContract workTemporary workRemote work1 day per week- ...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...TaxHourly payContract workLocal area
- ...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
- ...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...TaxHourly payLocal area
- ...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
- ...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...TaxHourly payContract workLocal area
- ...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...TaxLocal area
- ...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 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...
- ...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
- ...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 jobWork at officeRemote work
- ...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
- ...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...TaxFull timeLocal area
- ...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 placementShift work
- ...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
- ...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
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!


