Director, Tax Trust and Estate Specialist

Charles Schwab; Westlake (TX); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Join a forward-thinking company that empowers you to make an impact on your career. As a Tax, Trust, and Estate Specialist, you will enhance support for advisory clients by delivering in-depth advice on complex financial situations. This role requires strong analytical and interpersonal skills to identify client needs and provide tailored solutions. With a commitment to personal and professional growth, the company offers a hybrid work environment and a comprehensive benefits package, allowing you to thrive while making a significant impact in the finance industry.

Benefits

401(k) Plan with Company Match

Employee Stock Purchase Plan

Paid Time Off

Sabbatical after Five Years

Paid Parental Leave

Tuition Reimbursement

Health Insurance

Dental Insurance

Vision Insurance

Qualifications

• 10+ years of experience in Tax, Trust, and Estate matters.
• Strong background advising high-net-worth clients.

Responsibilities

• Provide sophisticated guidance on Tax, Trust, and Estate matters.
• Serve as the subject matter authority for clients' complex needs.

Skills

Verbal and Written Communication

Interpersonal Skills

Analytical Skills

Client Service

Networking

Presentation Skills

Problem Solving

Education

Bachelor's Degree

JD or LLM or CPA or CTFA or AEP

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Investor Advice Solutions includes Schwab Wealth Advisory, Centralized Service & Operations, and the Wealth Strategies Consulting Group. Schwab Wealth Advisory offers a premier, fee-based, non-discretionary investment advisory service that provides clients with personalized relationships, specialized service, and ongoing advice based on Schwab’s investment approach. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as part of the client-facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs through Planning and Wealth Strategy teams, offering specialized products to meet income, risk mitigation, and liquidity needs.

The Tax, Trust, and Estate Specialist role is part of a specialized team providing significant value to Schwab’s advisory clients. This role enhances the support provided to Schwab Wealth Advisory Investment Advisors by offering in-depth advice on Tax, Trust, and Estate matters, potentially resulting in substantial savings for clients. The position requires delivering detailed, sophisticated guidance to entrepreneurs and high-net-worth individuals with complex financial situations, large estates, and substantial investment portfolios.

The Wealth Specialist will serve as the subject matter authority on all aspects of clients’ Tax, Trust, and Estate needs.

What you have

• Bachelor's degree required
• 10+ years of relevant experience
• At least one of the following credentials: JD, LLM, CPA, CTFA, AEP
• Previous experience as a Tax, Trust, and Estate attorney is strongly preferred
• Extensive experience advising high-net-worth clients
• Proven ability to identify unstated client needs through diagnostic information gathering
• Excellent presentation skills and success in collaborative environments
• Strong verbal and written communication, interpersonal, client service, networking, and analytical skills
• Exceptional interpersonal skills when working with high-net-worth clients
• Ability to build strong internal relationships with Schwab’s Financial Consultants and Wealth Advisors
• Willingness to travel approximately 10% to 25%

This role is eligible for a salary, bonus, or incentive opportunities.

What’s in it for you

Schwab is committed to supporting your personal and professional growth within a purpose-driven, supportive culture that values partnership, integrity, exceptional client service, open communication, and adaptability. We offer a Hybrid Work and Flexibility approach that balances flexibility, client service, and in-person collaboration.

Our benefits package is comprehensive and includes:

• 401(k) plan with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after five years of service (eligibility varies)
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance