Charles Schwab
Director, Tax, Trust and Estate Specialist
Charles Schwab, Houston, Texas, United States, 77246
Director, Tax, Trust and Estate Specialist
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 to work on site in the specified location.
Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization. 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 part of a specialized team that provides great value and benefits to Schwab clients. The position requires detailed, highly sophisticated advice to entrepreneurs and high‑net‑worth individuals with substantial business interests, large family estates and investment portfolios requiring careful attention.
What you have
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 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.
Qualifications
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 with Branch Financial Consultants and Portfolio Consultants.
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%.
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.
What’s in it for you
Competitive salary range, bonus or incentive opportunities.
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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We believe in the importance of in‑office collaboration and fully intend for the selected candidate to work on site in the specified location.
Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization. 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 part of a specialized team that provides great value and benefits to Schwab clients. The position requires detailed, highly sophisticated advice to entrepreneurs and high‑net‑worth individuals with substantial business interests, large family estates and investment portfolios requiring careful attention.
What you have
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 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.
Qualifications
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 with Branch Financial Consultants and Portfolio Consultants.
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%.
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.
What’s in it for you
Competitive salary range, bonus or incentive opportunities.
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.
#J-18808-Ljbffr