Senior Tax, Trust

2 weeks ago


Houston, United States Charles Schwab Full time

A leading financial services firm is seeking a High Net Worth Trust & Estate/Tax Specialist in Houston, Texas. This role involves developing relationships with Financial Consultants, providing tax and estate advice, and educating partners. Candidates should have a Bachelor's degree, relevant certifications, and extensive experience with high net worth clients. Competitive salary and bonus potential is offered.
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