Tax Trust and Estate Specialist

4 weeks ago

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

This is a challenging and rewarding opportunity to join Charles Schwab's Wealth Strategies Consulting Group as a Tax Trust and Estate Specialist. As a key member of our team, you will be responsible for providing expert advice and guidance 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's in it for You

At Charles 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.

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.

  • Tax Trust and Estate Specialist

    3 weeks ago

    Seattle, Washington, United States Charles Schwab Full time

    Unlock Your Potential as a Tax Trust and Estate SpecialistWealth and Advice Solutions at Charles Schwab is seeking a highly skilled Tax Trust and Estate Specialist to join our team. As a key member of our Wealth Strategies Consulting Group, you will play a critical role in addressing the complex wealth management needs of our clients.The ideal candidate will...

  • Tax Trust and Estate Specialist

    4 weeks ago

    Seattle, Washington, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Tax Trust and Estate Specialist to join our Wealth Strategies Consulting Group at Charles Schwab. As a key member of our team, you will be responsible for providing expert advice to high net worth clients on complex tax, trust, and estate matters.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Tax, Trust and Estate Specialist

    1 month ago

    Seattle, Washington, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Tax, Trust and Estate Specialist to join our Wealth Strategies Consulting Group at Charles Schwab. As a key member of our team, you will be responsible for providing expert advice to high net worth clients on complex wealth management needs, including tax, trust, and estate planning.Key ResponsibilitiesDevelop...

  • Tax Trust and Estate Specialist

    7 days ago

    Seattle, Washington, United States Charles Schwab Full time

    Job OpportunityWealth and Advice Solutions at Charles Schwab is seeking a highly skilled Tax Trust and Estate Specialist to join our team. As a key member of our Wealth Strategies Consulting Group, you will work closely with clients to address their complex wealth management needs.The ideal candidate will have a strong background in tax, trust, and estate...

  • Tax Trust and Estate Specialist

    4 weeks ago

    Seattle, Washington, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Tax Trust and Estate Specialist to join our Wealth Strategies Consulting Group at Charles Schwab. As a key member of our team, you will be responsible for providing expert advice to high net worth clients on complex tax, trust, and estate matters.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Tax Trust and Estate Specialist

    4 weeks ago

    Seattle, Washington, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Tax Trust and Estate Specialist to join our Wealth Strategies Consulting Group at Charles Schwab. As a key member of our team, you will be responsible for providing expert advice and guidance to high net worth clients on complex tax, trust, and estate matters.Key ResponsibilitiesDevelop and maintain strong...

  • Tax Credit Compliance Specialist

    1 month ago

    Seattle, Washington, United States Indigo Real Estate Full time

    Job SummaryIndigo Real Estate is seeking a highly skilled Tax Credit Compliance Specialist to join our team. As a key member of our compliance department, you will be responsible for reviewing and processing certification paperwork for residents and applicants, ensuring compliance with Tax Credit and Section 8 programs.Key ResponsibilitiesReview and process...

  • Tax Director

    3 weeks ago

    Seattle, Washington, United States Andersen Tax Full time

    About the RoleWe are seeking a highly skilled Tax Director to join our Private Client Services practice. As a key member of our team, you will oversee the efforts of multiple client service teams on engagements for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts.Key ResponsibilitiesPlan,...

  • Tax Director

    4 weeks ago

    Seattle, Washington, United States Andersen Tax Full time

    About the RoleAs a Tax Director in our Private Client Services practice, you will oversee the efforts of multiple client service teams on engagements for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts.Key ResponsibilitiesPlan, execute, direct, and complete tax projectsProvide innovative...

  • Real Estate Development Manager

    2 weeks ago

    Seattle, Washington, United States Africatown Community Land Trust Full time

    Job Title: Real Estate Development ManagerAfricatown Community Land Trust is seeking a highly skilled Real Estate Development Manager to lead the organization's efforts in land acquisition and property development. The successful candidate will be responsible for developing and implementing the annual work plan for new project development, requiring...

  • Tax Director

    3 weeks ago

    Seattle, Washington, United States Moss Adams LLP Full time

    {"title": "Tax Director - Real Estate", "content": "Empower Your Clients with Expert Tax GuidanceMoss Adams is seeking a seasoned Tax Director - Real Estate to join our Tax Services team. As a key member of our team, you will play a critical role in delivering high-quality tax solutions to our clients.About the RoleManage engagements with economic...

  • Real Estate Development Manager

    6 hours ago

    Seattle, Washington, United States Africatown Community Land Trust Full time

    Job Title: Real Estate Development ManagerAfricatown Community Land Trust is seeking a highly skilled Real Estate Development Manager to lead the efforts of land acquisition and property development in confidential real estate transactions.About the PositionThis role will support the Real Estate Development Director in all aspects of the legal, financial,...

  • Senior Tax Manager

    4 weeks ago

    Seattle, Washington, United States Andersen Tax Full time

    About the RoleAs a Senior Tax Manager in our Private Client Services (PCS) practice, you will oversee multiple engagement teams for a wide range of sophisticated clients, including some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates.Key ResponsibilitiesEngage...

  • Senior Tax Consultant for Real Estate Ventures

    1 month ago

    Seattle, Washington, United States RSM Full time

    Explore a Career as a Tax Manager in the Real Estate SectorAt RSM, we pride ourselves on being the leading provider of professional services tailored for the global middle market. Our commitment is to foster confidence amidst change, enabling both clients and employees to achieve their utmost potential. The cornerstone of our exceptional culture and talent...

  • Tax Senior Manager

    3 weeks ago

    Seattle, Washington, United States Moss Adams LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Real Estate team. As a key member of our team, you will be responsible for delivering high-quality tax solutions to our clients.Key ResponsibilitiesManage client engagements, including billing, realization, and collections.Develop and execute a business development plan to drive new...

  • Compliance Specialist

    1 month ago

    Seattle, Washington, United States Indigo Real Estate Full time

    Job SummaryIndigo Real Estate is seeking a highly skilled Compliance Specialist to join our team. As a Compliance Specialist, you will play a critical role in ensuring the accuracy and compliance of certification paperwork for all residents and applicants.Key ResponsibilitiesReview and process all residents and applicants Tax Credit certification...

  • Compliance Specialist

    2 weeks ago

    Seattle, Washington, United States Indigo Real Estate Services Full time

    Job SummaryWe are seeking a highly skilled Compliance Specialist to join our team at Indigo Real Estate Services. As a Compliance Specialist, you will play a critical role in ensuring that our properties comply with all relevant tax credit and Section 8 program regulations.Key ResponsibilitiesReview and process all residents and applicants Tax Credit...

  • Compliance Specialist

    3 weeks ago

    Seattle, Washington, United States Indigo Real Estate Services Full time

    Job SummaryWe are seeking a highly skilled Compliance Specialist to join our team at Indigo Real Estate Services. As a Compliance Specialist, you will play a critical role in ensuring compliance with tax credit and Section 8 programs, as well as maintaining excellent communication and interpersonal skills.Key ResponsibilitiesReview and process certification...

  • Senior Wealth Strategist

    4 weeks ago

    Seattle, Washington, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Business Development & Revenue GrowthAs a Sr. Wealth Strategist, you...

  • Senior Associate, Business Tax Services Specialist

    3 weeks ago

    Seattle, Washington, United States KPMG Full time

    Senior Associate, Business Tax ServicesAt KPMG, we are seeking a highly skilled Senior Associate to join our Business Tax Services practice. As a key member of our team, you will provide tax compliance and advisory services to our private client base, focusing on ultra-high net worth individuals, trusts, and estates.Responsibilities:Prepare complex...