Director, Tax, Trust

4 weeks ago

Scottsdale AZ, United States Charles Schwab Full time

Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 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. As a High Net Worth Trust & Estate/Tax Specialist, you will: Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. 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 JD, LLM, CPA, CTFA, AEP Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory 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. 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. 401(k) with company match and Employee stock purchase plan ~ Paid parental leave and family building benefits ~ Tuition reimbursement ~ Health, dental, and vision insurance

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