Director, Tax, Trust & Estate Specialist

Charles Schwab; Edina (MN); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

28-day sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Health, dental, and vision insurance

Job summary

A leading financial services firm in Minnesota seeks a High Net Worth Tax & Estate Specialist to support Wealth Advisory teams and clients with complex tax and estate needs. This mid-senior level role emphasizes relationship building, educating partners, and uncovering client needs, with travel requirements between 10% to 25%. The firm offers competitive benefits, a hybrid work culture, and opportunities for continuous growth and learning.

Qualifications

• Experience in developing and managing relationships with clients and teams.
• Strong understanding of trust, estate, and income tax implications.
• Ability to educate others about Tax, Trust, and Estate services.

Responsibilities

• Build and handle strong relationships with Schwab Wealth Advisory teams.
• Serve as a subject matter expert on complex tax and estate issues.
• Identify additional Schwab services based on client needs.
• Present and educate internal partners on specialized services.
• Educate internal partners on tax, trust and estate capabilities to drive referrals.
• Support Wealth Advisory Investment Advisors with specialized tax planning.

Skills

Relationship development

Subject matter authority in Tax, Trust, and Estate

Presentation skills

Ability to uncover client needs

Job description

Overview

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. We believe in in-office collaboration and intend for the selected candidate to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization focused on personal relationships, specialized service and ongoing advice. The Wealth Strategies Consulting Group addresses complex wealth management needs through our Planning and Wealth Strategy teams, providing 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 value to Schwab clients by handling sophisticated Tax, Trust and Estate needs for branch partners and Schwab Wealth Advisory Investment Advisors. The goal is to work through clients’ sophisticated needs in Tax, Trust, and Estates that can result in significant savings for the end client. The Wealth Specialist is the subject matter authority on all implications of a client’s Tax, Trust and Estate needs.

What you have

As a High Net Worth Tax & Estate Specialist, you will:

• Develop and handle strong relationships with Schwab Wealth Advisory teams.
• 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 your expertise and the offering to key partners.
• Educate internal partners on your skills and ability to support their clients to drive referrals.
• Apply your experience in Tax, Trust and Estate to support a growing sector of Investment Advisor Services.
• Travel approximately 10% to 25%.

What’s in it for you

In addition to salary, this role is eligible for bonus or incentive opportunities. Schwab supports growth through meaningful work, continuous learning, and a culture of trust and collaboration. Our Hybrid Work and Flexibility approach balances workplace flexibility with in-person collaboration for client service.

We offer a competitive benefits package that supports today and the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance