Specialist, Tax & Cost Basis

Charles Schwab
Full-time Westlake, TX other-general
Posted:
June 15, 2026
Location:
Westlake, TX, United States

Job Description

**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).

Tax and Cost Basis Operations is a part of the Custody Asset Services organization within Schwab Operational Services. 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 disciplined environment that allows our employees to feel valued and engaged.

The W8 Team within Tax and Cost Basis Operations processes U.S. tax withholding certificates submitted by Schwab’s foreign clients to ensure appropriate tax withholding and reporting under U.S. tax laws and trea...

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Job Overview

Job Type: Full-time
Location: Westlake, United States
Posted: June 15, 2026
Deadline: June 20, 2026