Tax and Estate Specialist

4 days ago

Bellevue, Washington, United States Charles Schwab Full time
Job Title: Tax and Estate Specialist

Join Charles Schwab's Wealth Management organization as a Tax and Estate Specialist. This role is part of a specialized team that provides great value and benefits to Schwab clients.

About the Role

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.

Key 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.
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'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.

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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