Director, Tax, Trust

1 month ago


Orlando, United States Charles Schwab & Co, Inc Full time
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.

Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This group facilitates conversations with ultra-high net worth clients and their families regarding the purpose, the values and the stewardship of their wealth by navigating the issues that arise at the intersection of the financial and non-financial aspects of the intergenerational transfer of wealth. As a Senior Family Dynamics Specialist, you will provide resources, facilitate conversations, and provide guidance to enhance the likelihood that multi-generational wealth, family harmony and the family legacy will be sustained.

The Senior Family Dynamics Specialist role is integral to the delivery and success of Schwab's modern wealth management experience and plays a critical role in expanding our support of ultra-high net worth clients and families. The Senior Family Dynamics Specialist will report to the People Leader of the Tax, Trust, and Estate Group.

What you have

Required Qualifications

  • Undergraduate degree
  • 10+ years' total professional experience in the financial services industry
  • 10+ years' experience in family dynamics, family governance, financial therapy, family counseling, life planning, behavioral psychology, or behavioral finance
  • Polished interpersonal, communication and presentation skills, attention to detail
  • Skilled in communicating complex concepts, and solutions in easy-to-understand terms
  • Background and interest in understanding client and family characteristics including family governance, managing family conflict, and dynamics of family wealth
  • Demonstrates interpersonal effectiveness to build trust across all interested parties especially high profile and confidential clients
  • Establishes rapport to gather pertinent information for stated and unstated needs
  • While this role will not initially require securities licensing, the role expectations and associated qualifications may evolve

Preferred Qualifications

  • Master's degree
  • 5+ years' professional tax & strategy experience
  • Certified as a Behavioral Finance Advisor (BFA), Divorce Financial Advisor (DFA),Accredited Behavioral Finance Professional (ABFP), Certified Financial Behavior Specialist (FBS), Certificate in Family Business Advising (CFBA), Advanced Certificate in Family Wealth Advising (ACFWA)
  • Strong ownership and responsibility mindset
  • Collaborative and flexible mindset

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance


  • Orlando, United States Charles Schwab & Co, Inc Full time

    Your opportunityAt 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. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible...


  • Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your opportunityAt 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. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for Schwab's...


  • Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your OpportunityAt 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. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for Schwab's...

  • Director, Tax, Trust

    1 month ago


    Orlando, United States Charles Schwab Full time

    Position Type: Regular 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. Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This...


  • Orlando, Florida, United States Marriott Vacations Worldwide Full time

    Relocation Benefits AvailableJob SummaryThe Associate Director, International Tax Provision is responsible for assisting with the International Tax Provision process working closely with the AVP International Tax Provision to ensure an accurate and timely tax estimate and foreign account reconciliations related to MVWC's non-U.S. entities.Expected...


  • Orlando, United States Marriott Vacations Worldwide Full time

    Relocation Benefits Available Job Summary The Associate Director, International Tax Provision is responsible for assisting with the International Tax Provision process working closely with the AVP International Tax Provision to ensure an accurate and timely tax estimate and foreign account reconciliations related to MVWC’s non-U.S....

  • Senior Tax Accountant

    2 weeks ago


    Orlando, United States Orlando Health Full time

    Position Summary This position assists with the preparation and review of accurate and timely tax filings (i.e., federal, state, others), and substantiates the filings through complete and organized supporting work paper documentation. Supports all Orlando Health tax functions. Assists in tax planning activities. Assists with collecting and analyzing data...

  • Tax Manager

    3 weeks ago


    Orlando, United States Solomon Page Full time

    Our client is looking to fill the role of Tax Manager. This position will be in their Orlando, FL office. Responsibilities: Develop and mentor a team of high-quality staff. Deliver a comprehensive range of tax services in full compliance with laws and regulations within specified timeframes. Build and maintain relationships with clients, offering expert...

  • Tax Senior Associate

    2 weeks ago


    Orlando, United States Red Lobster Full time

    The Senior Income Tax Analyst will assist management in the annual preparation and review of income tax returns, compliance related processes, estimated tax payments, income tax accounting and federal/state tax credit program support. Additionally, the analyst will assist management with federal, state and local income tax audits with the ultimate goal of...


  • Orlando, United States Red Lobster Full time

    The Senior Income Tax Analyst will assist management in the annual preparation and review of income tax returns, compliance related processes, estimated tax payments, income tax accounting and federal/state tax credit program support. Additionally, the analyst will assist management with federal, state and local income tax audits with the ultimate goal of...


  • Orlando, FL, United States Solomon Page Full time

    Our client is looking to fill the role of Tax Manager. This position will be in their Orlando, FL office. Develop and mentor a team of high-quality staff. Deliver a comprehensive range of tax services in full compliance with laws and regulations within specified timeframes. Build and maintain relationships with clients, offering expert planning and...

  • Senior Tax Accountant

    3 weeks ago


    Orlando, United States Swart Baumruk & Co Full time

    Job DescriptionJob DescriptionThe compensation range is dependent on experience and skillsets. Considering hiring multiple candidates.This is the perfect opportunity for an experienced CPA that is looking to make a real impact and become a future leader of our firm. You will collaborate closely with the partners of sbc-cpa, strategizing and implementing...

  • Tax Manager

    1 week ago


    Orlando, FL, United States Solomon Page Full time

    Our client is looking to fill the role of Tax Manager. This position will be in their Orlando, FL office. Responsibilities: Develop and mentor a team of high-quality staff. Deliver a comprehensive range of tax services in full compliance with laws and regulations within specified timeframes. Build and maintain relationships with clients, offering expert...

  • Senior Tax Accountant

    2 weeks ago


    Orlando, Florida, United States Orlando Health Full time

    Position Summary: This position assists with the preparation and review of accurate and timely tax filings (i.e., federal, state, others), and substantiates the filings through complete and organized supporting work paper documentation. Supports all Orlando Health tax functions. Assists in tax planning activities. Assists with collecting and analyzing data...


  • Orlando, FL, United States Robert Half Full time

    DescriptionOrlando company is looking for a Director of Accounting. The company is looking for a minimum of 7+ years of experience. Responsibilities of the Director of Accounting will include, but not limited to the following.-- Lead and manage a cross functional accounting team, including hiring, training, and performance management.-- Oversee and review...


  • Orlando, United States Goodwill of Central Florida, Inc. Full time

    Our Commitment to YOU! With over six decades of dedicated service, Goodwill Industries of Central Florida (GICF) is a trusted partner in providing job training, job placement services, and other support services to empower individuals to achieve thei Director, Management, Retail, Business, Donation


  • Orlando, United States Americanflat Full time

    Job DescriptionJob DescriptionSalary: USD$ 120-150K/YearAmericanflat is currently seeking a Director of Accounting to join our remote team. We’re a growing e-commerce company on a mission to redefine how you experience art in your living space. We specialize in producing stylish, affordable, and exclusively curated wall art designed by some of the most...

  • Sales Director

    4 weeks ago


    Orlando, United States Classic Toy Company Full time

    Job DescriptionJob DescriptionAs a regional Sales Director, you will be responsible for driving sales and developing strong relationships within the amusement industry, including carnivals, family entertainment centers, and amusement parks in your geographic area of the continental United States. Your primary goal will be to promote and sell our exciting...

  • Director

    4 weeks ago


    Orlando, United States Primrose School of Hunter's Creek Full time

    The Primrose School of Hunters Creek located at 5741 Town Center Blvd, Orlando, FL 32837 is seeking a Director for our private preschool. This position will ensure adherence to our mission of bringing the best and most trusted in early childhood education and child care services to families we serve. We are seeking an individual who is energetic, organized,...


  • Orlando, United States Forsyth Barnes Full time

    An exciting opportunity has come up for a Controller / Accounting professional to take a leadership role for a well-known sports entity based in Florida! The Controller will be responsible for the development and implementation of accounting systems for effective and accurate reporting of financial results to internal management, external stakeholders...