Senior Tax, Trust & Estate Advisor

Charles Schwab; Westlake (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Tax, Trust & Estate Specialist to join the Schwab Wealth Advisory team. You will serve as the in-house expert on sophisticated trust, estate and income tax questions, helping high-net-worth clients optimize their strategies.

Develop relationships with Financial Consultants and Wealth Advisors, present to groups, and educate partners on your skills. Travel approximately 10–25% as needed; a JD/LLM/CPA/CTFA/AEP is preferred, with a strong track record in tax planning.

Qualifications

• Bachelor's degree required
• 5–10 years experience
• One of the following is required: JD, LLM, CPA, CTFA, AEP
• Previous experience as Tax, Trust & Estate attorney strongly preferred
• Extensive experience advising high net worth clients

Responsibilities

• Develop and handle strong relationships with Financial Consultants and Wealth Advisors
• Act as in-house subject-matter authority on sophisticated trust, estate and income tax questions
• Uncover unstated needs to offer Schwab services
• Present to groups to share expertise with key partners
• Educate internal partners on skills to drive referrals
• Apply experience in Tax, Trust and Estate to growing client needs

Skills

Relationship building

Verbal & written communication

Presentation skills

Analytical skills

Networking

Education

Bachelor's degree

JD

LLM

CPA

CTFA

AEP

Job description

Charles Schwab is seeking a Tax, Trust & Estate Specialist to join the Schwab Wealth Advisory team. You will serve as the in-house expert on sophisticated trust, estate and income tax questions, helping high-net-worth clients optimize their strategies.

Develop relationships with Financial Consultants and Wealth Advisors, present to groups, and educate partners on your skills. Travel approximately 10–25% as needed; a JD/LLM/CPA/CTFA/AEP is preferred, with a strong track record in tax planning.