Charles Schwab Sr. Team Manager, Payroll in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Julie Rulis


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Our goal in Payroll Operations is to provide accurate and timely compensation to all employees while complying with legal and regulatory requirements for 17 FEIN’s cross 50 states and its territories, to include and not limited to tax filing and monthly GL reconciliation. In addition, deliver a seamless user experience by leveraging the Employee Experience Guiding Principles, this is accomplished through the adoption and promotion of employee self-help tools, automation and constant review of service levels.

What you’ll do:

Manage and oversee the payroll process and staff in a multi-state payroll environment. Ensure all employee records are maintained relative to time reporting, earnings, taxes, and deductions; and that employees are paid timely according to state, federal and local laws or regulations while adhering to company policies and procedures. Manage payroll operations for timeliness and accuracy, financial and tax processes, compliance/audit activities and reporting as well as payroll business requirements and associated system setup and maintenance. Effectively coordinate and collaborate cross functionally to deliver a world class employee experience.

Specific duties include:

  • Manage payroll staff by recruiting, selecting, orienting and training employees; monitoring, evaluating, recognizing and rewarding performance

  • Motivate, develop, and provide leadership for payroll staff

  • Maintain payroll guidelines by writing and updating policies and procedures

  • Comply with federal, state and local legal requirements by studying existing and new legislations, enforcing adherence to requirements and advising management on needed actions

  • Manage and maintain payroll information by defining business requirements and associated system setup, directing the collection, calculation, and entry of tax and payroll data

  • Manage the execution, accuracy, and timeliness of On- and Off-cycle payrolls

  • Design or prepare payroll/compliance reports by compiling summaries of earnings, taxes, deductions, leave, disability, and non-taxable wages

  • Propose and implement process and system efficiencies to ensure a highly accurate, compliant, efficient payroll processing

  • Manage and/or execute analysis and testing for payroll system modifications or enhancements

  • Oversee and audit all payroll tax activities, including compliance with local, state, and federal regulations and filing of tax liabilities

  • Oversee balance of payroll accounts by checking and resolving discrepancies

  • Manage and maintain operational/quality measures and payroll business metrics and associated controls

  • Work with Tax Manager on year end process and project associated with tax W-2 reporting working through 3 rd party tax/payroll vendor

  • Familiar with Stock, Relocation, Bonus, Expat/Inpat

  • Perform and provide management oversight for Sarbanes-Oxley and other payroll or tax audits; maintain associated record keeping and reporting

  • Receive, evaluate and resolve complex/highly sensitive payroll and tax related issues as escalated to management levels; communicate with employees as needed to identify and communicate resolutions

  • Perform other duties and special projects as assigned

What you have:

  • Extensive payroll accounting and multi-state payroll processing preferred.

  • 5-7 years of people leader experience supervising a payroll team preferred.

  • Knowledge of State and Federal payroll tax laws and regulations

  • Bachelor’s degree in Accounting, Business or closely related field is desired

  • Certified Payroll Professional preferred

  • Experience with payroll software and data querying is required; Workday payroll, preferred.

  • Proficient use of PC applications, including Microsoft Word and Excel (e.g., V-lookups, pivot tables, and mathematical formulas); Access is a plus

You'll demonstrate these behaviors:

  • Business Acumen - Understand the company’s business goals and objectives; the business process, and impact of individuals and groups on business performance; able to recognize, understand and deal with complex payroll/financial situations

  • Performance Accountability - Set high goals of performance for self and others, remain accountable and responsible for outcomes; seek opportunities to achieve results despite roadblocks or change

  • Customer Service & Satisfaction - Set high standards and priority for customer service and satisfaction; experience measuring, tracking and driving payroll service quality.

  • Planning/Organizing - Ability to plan, manage, and execute on multiple tasks, deadlines, and priorities; work problems and projects of diverse scope where failure to achieve outcomes may have a cross functional impact

  • Analysis & Decision Making - Strong analytical skills; able to identify, evaluate, and solve complex problems where failure impacts organizational goals, costs and financial results; able to resolve a wide range of issues by applying judgment and technical know-how to identify creative ways to complete assignments or improve policies and programs

  • Problem Solving/Critical Thinking - Ability to cope with unexpected issues; work and resolve issues requiring evaluation of both tangible and intangible information; understand broader impact of solutions on the company

  • Decisiveness/Dealing with Ambiguity - Make decisions or form opinions with incomplete information and under tight deadlines and pressure. Accept the responsibility for the consequences of such actions.

  • Flexibility/Adaptability - Ability to adapt to a changing work environment and priorities

  • Innovation/Process Improvement - Ability to innovate and improve processes and work approaches to promote efficiency, accuracy, and productivity

  • Teambuilding / Fosters Collaboration - Ability to build effective teams committed to production and quality goals; foster teamwork and collaboration

  • Performance Management - Set challenging goals/expectations aligned with organizational priorities; track results, provide both positive and constructive feedback, and initiate necessary development; conduct effective performance discussions

  • Organizational Skills/Networking Network with senior personnel internally and externally and across groups / functions to resolve and coordinate issues, gain needed information, and influence how others take action; use organizational dynamics to achieve objectives

  • Communication & Listening - Excellent oral and written communication and interpersonal skills

  • Confidentiality - Ability to keep sensitive employee information confidential

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Accounting and Finance-6+ yrs, Human Resources-6+ yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time


Activation Date: Monday, July 2, 2018

Expiration Date: Saturday, August 18, 2018

Apply Here