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Specialist, Tax & Cost Basis Operations

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Charles Schwab
๐Ÿ“ Westlake, United States
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Location Westlake
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Posted June 20, 2026
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Commute Local Area
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Job Description

**Your opportunity**

At Schwab, youโ€™re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us โ€œchallenge the status quoโ€ 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).

Cost Basis Operations (CBO) is part of the Custody & Asset Services division of 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. This is a fast-paced working environment where effective communication and teamwork are a must. Explore an exciting and challenging opportunity to join an exceptional team with Operational Services that has a direct impact on our clients...

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๐Ÿ“ Location Details

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City
Westlake
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Country
United States
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Commute
Local Area

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