High Net Worth Tax and Estate Specialist

5 days ago

Mercer Island, Washington, United States Charles Schwab Full time

Job Summary

We are seeking a highly skilled Tax and Trust Strategist to join our Wealth Strategies Consulting Group. As a key member of our team, you will provide expert advice to high-net-worth clients on complex tax, trust, and estate matters.

About the Role

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.

Responsibilities

  • 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.

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.

What We Offer

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.

Benefits

  • 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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