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Tax, Trust and Estate Specialist

2 months ago

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

We 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 Responsibilities
  • Develop and maintain strong relationships with financial consultants and portfolio consultants to uncover unstated needs and provide additional Schwab services where relevant.
  • Function as an in-house subject matter authority on sophisticated trust, estate, and income tax questions and issues.
  • 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 We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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.