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Tax Trust and Estate Specialist

1 month ago

Bellevue, Washington, United States Charles Schwab Full time
Job Summary

We 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 clients on complex tax, trust, and estate matters.

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 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.
  • Travel approximately 10% to 25%.
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. 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.