Sr. Manager, Tax, Trust & Estate Specialist

Sr. Manager, Tax, Trust & Estate Specialist at Charles Schwab summary :

The Sr. Manager, Tax, Trust & Estate Specialist provides expert advice on complex tax, trust, and estate matters to high-net-worth clients and supports Schwab Wealth Advisory's financial consultants and advisors. This role involves developing strong client and internal partner relationships, delivering presentations, and identifying additional client needs to offer Schwab's services. The position requires significant experience in tax and estate law, strong communication skills, and the ability to collaborate within a client-focused environment.

Position Type : Regular

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 locations.

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. 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's advisory clients. This offering provides depth and value to 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 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 client's Tax, Trust and Estate needs.

What you have

As a Tax, Trust & Estate Specialist, you will :

• Develop and handle strong relationships with Financial Consultants and Wealth Advisors.
• 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.

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 :