Tax and Estate Specialist
4 days ago
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.
We're seeking a highly skilled Tax and Estate Specialist to join our team. As a key member of our Wealth Management organization, you'll work closely with high-net-worth clients to provide sophisticated advice on tax, trust, and estate planning.
Your expertise will be invaluable in helping our clients navigate complex financial situations and achieve their goals. You'll work collaboratively with our team to develop and implement customized solutions that meet the unique needs of each client.
In this role, you'll have the opportunity to work on a wide range of projects, from estate planning and tax strategy to investment management and wealth transfer. You'll be responsible for providing exceptional client service, building strong relationships with clients and colleagues, and staying up-to-date on industry trends and best practices.
What We OfferWe 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
By joining our team, you'll be part of a dynamic and supportive community that's dedicated to helping our clients achieve their financial goals. If you're passionate about delivering exceptional client service and have a strong background in tax and estate planning, we encourage you to apply for this exciting opportunity.
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