Director, Tax Trust and Estate Specialist

Charles Schwab Corporation; Westlake (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Tax, Trust, and Estate Specialist to join their specialized team. This role focuses on delivering significant value to advisory clients by providing sophisticated advice tailored to entrepreneurs and high-net-worth individuals. The ideal candidate will possess extensive experience in tax planning and estate management, with a proven ability to identify client needs and enhance service offerings. Join a collaborative environment that values integrity and exceptional client service, and leverage your expertise to make a meaningful impact in the finance industry.

Qualifications

• 10+ years of relevant experience in Tax, Trust, and Estate planning.
• Strong ability to build relationships with high-net-worth clients.

Responsibilities

• Develop and maintain relationships with Financial Consultants and Wealth Advisors.
• Act as an expert on complex trust and estate questions.

Skills

Tax Planning

Trust Management

Estate Planning

Client Relationship Management

Analytical Skills

Presentation Skills

Communication Skills

Education

Bachelor's Degree

JD

CPA

LLM

CTFA

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 the client-facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs through Planning and Wealth Strategy teams. They also provide specialized products to meet income generation, risk mitigation, and liquidity needs.

The Tax, Trust, and Estate Specialist role is part of a specialized team that delivers significant value to Schwab’s advisory clients. This role enhances Schwab Wealth Advisory Investment Advisors’ capabilities by providing detailed, sophisticated advice to entrepreneurs and high-net-worth individuals with complex financial situations, substantial business interests, large family estates, and sizable 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

As a Tax, Trust & Estate Specialist, you will:

• Develop and maintain strong relationships with Financial Consultants and Wealth Advisors.
• Act as an in-house expert on complex trust, estate, and income tax questions.
• Identify unstated client needs to offer relevant additional Schwab services.
• Present to groups of varying sizes to share your expertise and promote our offerings.
• Educate internal partners on your skills to support their clients and drive referrals.
• Apply your experience in Tax, Trust, and Estate planning to serve a growing sector of Investment Advisor Services.

We value partnership, integrity, exceptional client service, open communication, and adaptability to change, which have contributed to our success and positive work environment.

• 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 highly preferred
• Extensive advising experience with high-net-worth clients
• Proven ability to uncover unstated needs through diagnostic information gathering
• Excellent presentation skills and success in collaborative environments
• Strong communication, listening, interpersonal, client service, networking, and analytical skills
• Exceptional interpersonal effectiveness 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.