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Charles Schwab
Bellevue, WA, United States
Your 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
Job Source: Charles SchwabCharles Schwab
Bellevue
**Your 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 thro
Job Source: Charles SchwabWithum
Seattle, WA, United States
Looking to work at a firm that encourages a work life balance and a path to Partnership? Withum, is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape.Withum empowers clients with innovative tools and solutions to address their accounting, tax a
Job Source: WithumJobot
Seattle, WA, United States
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details Trust & Estate Tax Manager - Life Balance! #1 Firm in SD! This Jobot Job is hosted by Drew J. Fibus Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $100,000 - $160,000 per year A Bit
Job Source: JobotJobot
Seattle, WA, United States
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details FULLY REMOTE // Amazing mid-size firm with great Work/Life Balance + amazing Bonus perks + Sign on bonus! This Jobot Job is hosted by Henry Chung Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resum
Job Source: JobotCharter Tax
Kent, WA, United States
Added on 20th February 2024 Kent Full Time Charter Tax is a specialist tax & accounting firm with offices in Goudhurst (Kent) and London. We enjoy an enviable range of clients, with a focus on international & UK HNWIs, as well as having a dedicated corporate & OMB team. Our goal is to provide clients with comprehensive team support and as such,
Job Source: Charter TaxJobot
Seattle, WA, United States
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details Top 100 firm, 5-10% year over year raises, strong culture, annual bonuses, exposure to many industries. This Jobot Job is hosted by Jeffrey Skarvan Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your res
Job Source: JobotVaco
Bellevue, WA, United States
Vaco is looking for a Tax Director to join our clients' dynamic, high-energy team. As a Tax Director , you will lead the development and maintenance of a robust tax infrastructure for a large, accelerated SEC filer with multiple entities and currencies. You will play a core role in ensuring our clients company's compliance with domesti
Job Source: VacoBellevue, WA, United States
Your 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.
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Email Alert for Director, Tax Trust and Estate Specialist jobs in Bellevue, WA, United States
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