**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).

As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal trust accounts, driving high-impact outcomes across tax operations, compliance, and process optimization. In this role, you will serve as the primary liaison to the external tax preparation partner, partnering closely to ensure accurate, timely tax return preparation and filing while maintaining strong oversight of performance, timelines, and deliverables. You will collaborate with trust administration teams, advisors, and beneficiaries to provide clear communication and guidance on tax matters, inclu...