Tax Trust and Estate Specialist
7 days ago
Wealth 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 provide expert advice to high-net-worth clients on complex wealth management needs, including tax, trust, and estate planning.
Key Responsibilities- Develop and maintain 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 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.
- 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%.
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
Bellevue, Washington, United States Charles Schwab Full timeJob Title: Tax Trust and Estate SpecialistJoin Charles Schwab, a leading financial services company, as a Tax Trust and Estate Specialist. In this role, you will work with high net worth clients to provide expert advice on tax, trust, and estate planning.About the Role:Develop and maintain strong relationships with clients to understand their complex...
-
Tax Trust and Estate Specialist
2 weeks ago
Bellevue, Washington, United States Charles Schwab Full timeJob 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 play a critical role in addressing complex wealth management needs of clients through our Planning and Wealth Strategy teams.The Tax, Trust and Estate...
-
Tax Trust and Estate Specialist
4 weeks ago
Bellevue, Washington, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled Tax Trust and Estate Specialist to join our Wealth Strategies Consulting Group. As a key member of our team, you will provide expert advice to high-net-worth individuals and entrepreneurs on complex wealth management needs.Key ResponsibilitiesDevelop and maintain strong relationships with Financial Consultants...
-
Tax, Trust, and Estate Specialist
1 month ago
Bellevue, Washington, United States Charles Schwab Full timeAbout the RoleWe 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 ResponsibilitiesDevelop and maintain strong...
-
Tax and Estate Specialist
3 weeks ago
Bellevue, Washington, United States Charles Schwab Full timeJob Title: Tax and Estate SpecialistJoin 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 RoleThis position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth...
-
Tax and Estate Specialist
3 weeks ago
Bellevue, Washington, United States Charles Schwab Full timeUnlock Your PotentialAt 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.We're seeking a highly skilled Tax and Estate Specialist to join our team. As a...
-
Network Real Estate Specialist
3 weeks ago
Bellevue, Washington, United States Randstad Full timeJob Title: Network Real Estate SpecialistWe are seeking a highly skilled Network Real Estate Specialist to join our team at Randstad Digital. As a Network Real Estate Specialist, you will be responsible for managing property acquisition and development projects, ensuring compliance with company policies and regulatory requirements.Key Responsibilities:Manage...
-
Tax Manager
3 weeks ago
Bellevue, Washington, United States CyberCoders Full timeJob Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at CyberCoders. As a Tax Manager, you will be responsible for managing client relationships, providing guidance and oversight on tax return preparation, research, and planning.Key Responsibilities:Develop and implement tax strategies for ultra-high net worth individuals and...
-
Director of Wealth and Estate Planning
3 weeks ago
Bellevue, Washington, United States Charles Schwab Full timeJob Title: Director of Wealth and Estate PlanningWe are seeking a highly skilled and experienced Director of Wealth and Estate Planning to join our team at Charles Schwab. As a key member of our Wealth Management organization, you will be responsible for providing expert advice and guidance to high-net-worth clients on complex tax and estate planning...
-
Network Real Estate Specialist
2 weeks ago
Bellevue, Washington, United States Randstad Full timeJob Title: Network Real Estate SpecialistAt Randstad, we are seeking a highly skilled Network Real Estate Specialist to join our team. As a key member of our organization, you will be responsible for managing our real estate portfolio, ensuring compliance with regulatory requirements, and driving project completion.Key Responsibilities:Manage property...
-
Tax Internship Opportunity
4 weeks ago
Bellevue, Washington, United States CBIZ Full timeJob SummaryCBIZ is seeking a highly motivated and detail-oriented Tax Intern to join our team. As a Tax Intern, you will assist in planning and preparing tax returns for various industries, including Real Estate, Construction, Healthcare, and Manufacturing. You will also develop tax compliance knowledge and assist with IRS audits, tax notice response, trust...
-
Staff Tax Accountant
16 hours ago
Bellevue, Washington, United States Accounting And Tax Professionals Full timeJob Opportunity: Staff Tax AccountantWe are seeking a skilled Staff Tax Accountant to join our team at Accounting and Tax Professionals. As a key member of our firm, you will be responsible for providing tax preparation and planning services to clients in moderate to high complexity settings.Key Responsibilities:Prepare and review tax returns for individuals...
-
Staff Tax Accountant
3 weeks ago
Bellevue, Washington, United States Accounting And Tax Professionals Full timeJob OpportunityWe are seeking an experienced staff tax accountant to join our team at Accounting And Tax Professionals. The ideal candidate will possess a CPA or EA credential or be working towards one of these credentials.Key ResponsibilitiesPrepare and review tax returns for individuals and businessesConduct tax planning and consulting services for...
-
Staff Tax Accountant
4 weeks ago
Bellevue, Washington, United States Accounting And Tax Professionals Full timeOur Eastside based CPA firm seeks an experienced staff tax accountant. The ideal candidate will possess a CPA or EA credential or be working towards one of these credentials. Experience in a CPA firm, including exposure to a broad range of 1120S and 1065 returns is required.**Why Choose Us**Our firm uses automation and prioritizes work-life balance....
-
Tax Professional
4 weeks ago
Bellevue, Washington, United States CBIZ Full timeJob SummaryWe are seeking a highly skilled Tax Intern to join our team at CBIZ. As a Tax Intern, you will assist in planning and preparing tax returns for various industries, including Real Estate, Construction, Healthcare, and Manufacturing.Key ResponsibilitiesGain an understanding of tax compliance and assist in planning multiple tax assignmentsPrepare and...
-
Network Real Estate Specialist
2 weeks ago
Bellevue, Washington, United States Randstad Digital Full timeJob Description:We are seeking a highly skilled and experienced Network Real Estate Specialist to join our team at Randstad Digital. As a key member of our team, you will be responsible for managing our real estate portfolio, ensuring compliance with company policies and procedures, and providing exceptional customer service.Responsibilities:Manage property...
-
Tax Internship Opportunity
4 weeks ago
Bellevue, Washington, United States CBIZ Valuation Group Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Tax Intern to join our team at CBIZ Valuation Group. As a Tax Intern, you will assist in planning and preparing tax returns for various industries, including Real Estate, Construction, Healthcare, and Manufacturing.Key ResponsibilitiesGain an understanding of tax compliance and assist in...
-
Network Real Estate Specialist
1 day ago
Bellevue, Washington, United States Aditi Consulting Full timeJob DescriptionWe are seeking a highly skilled Network Real Estate Specialist to join our team at Aditi Consulting.Key Responsibilities:Manage a portfolio of properties, ensuring optimal utilization and maximum returns.Process non-SPM POs and invoices, maintaining accurate records and ensuring timely payments.Drive project completion, collaborating with...
-
Tax Professional
1 month ago
Bellevue, Washington, United States Armanino Full timeAbout the RoleAt Armanino, we're committed to empowering our team members to take ownership of their careers. This means you'll have the freedom to pursue challenges that align with your passions and interests, across various industries.We're proud to be among the top 20 largest firms in the nation and one of the best places to work. Our community is built...
-
Network Real Estate Manager
1 week ago
Bellevue, Washington, United States Aditi Consulting Full timeJob SummaryWe are seeking a highly skilled Network Real Estate Specialist to join our team at Aditi Consulting. As a key member of our team, you will be responsible for managing property acquisition, lease negotiations, and site development projects.Key ResponsibilitiesManage property acquisition and lease negotiations to ensure timely and cost-effective...