Director, Tax, Trust & Estate Specialist

Charles Schwab; Walnut Creek (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical program

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Wealth Strategy Tax, Trust and Estate specialist to serve high-net-worth clients, providing sophisticated guidance on trust, estate and income tax matters. You will collaborate with the Schwab Wealth Advisory team and partners to uncover client needs, present to groups, and drive referrals.

Role emphasizes in-person collaboration, advanced credentials, and strong relationship-building skills, with travel up to 25%. Eligible for bonus opportunities in addition to salary.

Qualifications

• Bachelor's degree required.
• JD, LLM, CPA, CTFA or AEP credentials strongly preferred.
• Active FINRA Series 65 license or equivalent (may be obtained within 120 days).
• Extensive experience advising high net worth clients.

Responsibilities

• Develop and handle strong relationships with Schwab Wealth Advisory team.
• Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions.
• Uncover unstated client needs to offer additional Schwab services when relevant.
• Present to large and small groups to share expertise with key partners.
• Educate internal partners to drive referrals and support client needs.
• Apply Tax, Trust and Estate experience to serve high-net-worth clients.

Skills

Relationship building

Public speaking

Needs discovery

Tax & estate expertise

Client services

Interpersonal skills

Education

Bachelor's degree

JD/LLM/CPA/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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.

The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs.

What you have

• Develop and handle strong relationships with Schwab Wealth Advisory team.
• Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues.
• Uncover unstated needs from the 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 previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.

• 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
• Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment)
• Extensive experience advising high net worth clients
• Ability to build strong internal relationships due to working closely with Wealth Advisor 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%

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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