Director, Tax Trust and Estate Specialist
2 months ago
Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.
The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs.
What you have
As a High Net Worth Trust & Estate/Tax Specialist, you will:
Develop and handle strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.
Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory. Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment. Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills. Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25%.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 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 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
-
Director, Tax Trust and Estate Specialist
3 months ago
BELLEVUE, United States Charles Schwab Full timePosition Type: RegularYour opportunityWealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of...
-
Tax, Trust, and Estate Specialist
4 days ago
Bellevue, Washington, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled Tax, Trust, and Estate Specialist to join our Wealth Management team at Charles Schwab. As a key member of our Wealth Strategies Consulting Group, you will be responsible for providing expert advice to high-net-worth clients on complex tax, trust, and estate matters.Key ResponsibilitiesDevelop and maintain strong...
-
Senior Tax Accountant
2 weeks ago
Bellevue, Washington, United States Accounting And Tax Professionals Full timePosition OverviewBenefits:401(k) plan401(k) matching contributionsComprehensive health insuranceGenerous paid time offVision insurance coverageOur firm, Accounting And Tax Professionals, is in search of a qualified Senior Tax Accountant. The ideal candidate will hold a CPA or EA designation or be in the process of obtaining one. Prior experience in a public...
-
Senior Tax Accountant
7 days ago
Bellevue, Washington, United States Accounting And Tax Professionals Full timeJob OverviewCompensation and Benefits:401(k) plan401(k) matching contributionsComprehensive health insuranceGenerous paid time offVision insurance coverageOur CPA firm, located on the Eastside, is in search of a skilled tax accountant. The ideal candidate will hold a CPA or EA designation or be actively pursuing one of these qualifications. Prior experience...
-
Staff Tax Accountant
4 weeks ago
Bellevue, United States Accounting And Tax Professionals Full time $75,000 - $105,000Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingHealth insurancePaid time offVision insurance Our Eastside based CPA firm seeks an experienced staff tax accountant. Right candidate would be someone who possesses a CPA or EA credential or who is working on one of these credentials. Experience in a CPA firm, including exposure to a broad swath of...
-
Affordable Multi-Site Community Director Non Profit
3 months ago
Bellevue, United States Indigo Real Estate Full timeJob DescriptionJob DescriptionAffordable Multi-Site Community Director with Non-Profit Experience Job DescriptionAt Indigo Real Estate, we attribute much of our success to the strengths of our team members and we are seeking a Property Manager who is passionate about customer service, property management, affordable housing, and is driven to succeed.We are...
-
Director of Finance
2 months ago
Bellevue, United States Kemper Development Co Full timeJob DescriptionJob DescriptionKemper Development CompanyJob DescriptionDirector of FinanceKey Functions:Lead the development proforma.Manage loan compliance and aspects of the lender relationship.Lead the company’s financing needs in conjunction with the CFO, putting together marketing materials, gathering information and responding to inquiry during the...
-
Director of Operations
4 weeks ago
Bellevue, United States RexMont Real Estate Full timeJoin RexMont as Director of Operations!Are you an exceptional leader with a passion for driving success while managing multiple departments? Are you a highly structured, results-oriented individual looking for an exciting opportunity to take charge of day-to-day operations and build an efficient, cohesive team? If so, we have the perfect role for you!About...
-
Director of Operations and Strategy
3 days ago
Bellevue, Washington, United States RexMont Real Estate Full timeAbout the RoleRexMont Real Estate is seeking a highly skilled and experienced Director of Operations to join our team. As a key member of our leadership team, you will be responsible for driving the success of our organization by overseeing the day-to-day operations and implementing strategic initiatives to improve efficiency and productivity.Key...
-
Tax Director
2 weeks ago
Bellevue, United States Virtual Full time? Exciting Opportunity Alert! ? Are you ready to embark on an exhilarating journey in the heart of innovation? Look no further, Vaco has partnered with a client where they don't just work; they thrive, create, and inspire! As a Tax Director in their dynamic Finance team based in Bothell, Washington, you'll find yourself right in the middle of...
-
Tax Manager
6 days ago
Bellevue, Washington, United States Bellevue CPA firm Full timeAbout UsDavies Tax Advisors is a growing firm based in the Pacific Northwest, committed to providing exceptional tax, financial, and accounting services to individuals, businesses, trusts, and estates. Our team is passionate about mentoring and caring for our clients, and we're seeking a talented Tax Manager to join our leadership team.Job SummaryWe're...
-
Network Real Estate Specialist \/ Developer
3 weeks ago
Bellevue, United States The Judge Group Full timeNetwork Real Estate Specialist | Bellevue, WA or Portland, OR (Hybrid) | 12+ Months Project Targeted Years of Experience: 3-5 yearsResponsibilities: Primarily tasked with Microwave, property management, transport, DAS/inbuilding or macro leasing projects. Will be responsible for driving project completion and site acquisition Tracking vendor performance,...
-
Affordable Housing Community Manager
2 days ago
Bellevue, Washington, United States Indigo Real Estate Full timeJob DescriptionAt Indigo Real Estate, we attribute much of our properties' successes to the strengths of our team members and we are seeking an experienced Assistant Community Director who is passionate about customer service, affordable housing, and is driven to succeed.Key ResponsibilitiesOperational Management: Responsible for planning, controlling, and...
-
Assistant Community Manager
1 month ago
Bellevue, United States Indigo Real Estate Full timeJob DescriptionJob DescriptionAssistant Community Manager - Affordable HousingJob DescriptionAt Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking an experienced Assistant Community Director who is passionate about customer service, affordable housing, and is driven to...
-
Assistant Community Manager Affordable
4 weeks ago
Bellevue, United States Indigo Real Estate Full timeJob DescriptionJob DescriptionAssistant Community Manager - Affordable HousingJob DescriptionAt Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking an experienced Assistant Community Director who is passionate about customer service, affordable housing, and is driven to...
-
Tax Director
4 weeks ago
Bellevue, WA, United States VACO Full time? Exciting Opportunity Alert! ?Are you ready to embark on an exhilarating journey in the heart of innovation? Look no further, Vaco has partnered with a client where they don't just work; they thrive, create, and inspire! As a Tax Director in their dynamic Finance team based in Bothell, Washington, you'll find yourself right in the middle of driving...
-
Tax Director
2 days ago
Bellevue, Washington, United States Virtual Full timeAbout the RoleWe are seeking a highly skilled Tax Director to join our dynamic Finance team at Virtual. As a key member of our leadership team, you will play a pivotal role in shaping our financial strategies and ensuring compliance with domestic and international tax laws.Key ResponsibilitiesLead the development and implementation of a robust tax...
-
Trust & Safety Compliance Specialist
2 weeks ago
Bellevue, Washington, United States The Pokémon Company International Careers Full timeAbout The Pokémon Company InternationalThe Pokémon Company International oversees the Pokémon brand outside of Asia, managing licensing, marketing, and various entertainment aspects including the Pokémon Trading Card Game and animated series.Role OverviewPosition: Organized Play Trust & Safety SpecialistSummary: This role involves supporting the...
-
Vice President of Real Estate Operations
2 weeks ago
Bellevue, Washington, United States T-Mobile Full timePosition Overview:T-Mobile is actively seeking outstanding professionals to enhance our executive leadership team. We are dedicated to innovation and excellence, and we need a visionary leader to guide our organization toward unprecedented success.In this essential role, you will oversee strategic initiatives and lead a skilled team of experts. The ideal...
-
Network Real Estate Specialist
3 weeks ago
Bellevue, United States Randstad USA Full timeSomeone who has experience on Network real estate (property management, leasing projects etc) for real estate and site acquisition.Responsibilities: Primarily tasked with Microwave, property management, transport, DAS/inbuilding or macro leasing projects. • Will be responsible for driving project completion and site acquisitionTracking vendor performance,...