Tax, Trust, and Estate Specialist

2 months ago

Bellevue, Washington, United States Charles Schwab Full time
About the Role

We 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 Responsibilities
  • Develop and maintain strong relationships with Financial Consultants and Portfolio Consultants to provide tailored solutions to clients.
  • Function as an in-house subject matter authority on sophisticated trust, estate, and income tax questions and issues.
  • Uncover unstated needs from clients to offer additional Schwab services where relevant.
  • Present to large and small groups to share expertise and the offering to key partners.
  • Educate internal partners on skills and ability to support their clients to drive referrals.
  • Apply previous experiences in Tax, Trust, and Estate to supply to a growing sector of Investment Advisor Services.
Requirements
  • 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%.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.

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.

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