Director, Tax Trust and Estate Specialist
Company: Charles Schwab
Location: Bellevue
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour opportunity 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 As a High Net Worth Trust &
Estate/Tax Specialist, you will: Develop and handle strong
relationships with Financial Consultants and Portfolio Consultants.
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
Extensive experience advising high net worth clients Ability to
build strong internal relationships due to working closely with
Branch Financial Consultants and Portfolio Consultants 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, we're committed to empowering our employees' personal and
professional success. Our purpose-driven, supportive culture, and
focus on your development means you'll get the tools you need to
make a positive difference in the finance industry. 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 --s-p-m1-- By
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Keywords: Charles Schwab, Kent , Director, Tax Trust and Estate Specialist, Accounting, Auditing , Bellevue, Washington
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