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Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Withholding and Reconciliation is a niche group within Tax and Cost Basis Operations that serves to reconcile our withholding amount, file timely returns for both state and federal entities and remit withholding to both the IRS and state government every day. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create a premier client experience, while providing a controlled and focused environment that allows our employees to feel valued and engaged.

The Accounting Specialist will

+ reconcile variances between numerous systems to ensure our various state and federal filings are in order,

+ research and resolve notices received from the state and federal government,

+ prepare daily wires for transmittal of withholdings to both state and federal entities,

+ work with other outside groups to research and resolve variances and provide education on their downstream impacts to our processes and,

+ file monthly, quarterly and annual returns with various state and federal entities in addition to filing detailed electronic filings.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

+ Bachelor’s degree or equivalent experience

+ Strong Excel knowledge

+ Ability to work in undefined environments

+ Flexibility to work in an evolving environment as processes and procedures are developed

+ Strong analytical and research skills

+ Complex problem-solving skills

+ Ability to maintain accuracy while processing large volumes of work under strict time constraints

+ Strong interpersonal and teamwork skills

+ Proven experience collaborating across business units

+ Ability to understand and mitigate risk

+ Excellent written and verbal communication skills

+ Detailed orientated

Preferred Qualifications

+ Some knowledge/experience with accounting or reconciliation functions

+ A bachelor’s degree in accounting

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

+ 401(k) with company match and Employee stock purchase plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.