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.
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 treaties.
As an Associate on the W8 Team in Tax and Cost Basis Operations you will be responsible for:
Reviewing W-8BEN tax forms and associated documentary evidence for completeness and accuracyUpdating internal systems to reflect W-8BEN validation resultsDetermining and applying appropriate withholding rates to client accounts based on W-8BEN reviewSending written communications to notify clients of an incomplete or rejected W-8BENProcessing and reviewing departmental control reportsAssisting with ad hoc projects as needed What you have Work experience in operations at a financial services firmProficient computer skills including Microsoft Excel and WordAbility to understand and apply complex rule sets while strictly adhering to policies and proceduresAbility to collect and input data quickly and accuratelyOutstanding time management, organization and attention to detail Strong verbal and written communication skillsCollaborative, team-oriented approachAbility to work under pressure in a fast-paced environment while maintaining the highest level of positivity and professionalism Ability to identify and communicate issues effectively and timely to peers and management Initiative to perform day-to-day tasks with limited guidance or direct supervision Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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