Charles Schwab
Director, Tax, Trust & Estate Specialist
Charles Schwab, Phoenix, Arizona, United States, 85003
Join Charles Schwab as a
Director, Tax, Trust & Estate Specialist . At Schwab, you’re empowered to make an impact on your career . 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. 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. 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 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. Requirements 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 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%. What’s in it for you 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.
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Director, Tax, Trust & Estate Specialist . At Schwab, you’re empowered to make an impact on your career . 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. 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. 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 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. Requirements 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 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%. What’s in it for you 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.
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