? [Only 24h Left] Sr Manager, Tax Trust and Estate Specialist
Company: Charles Schwab
Location: Chicago
Posted on: June 25, 2025
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Job Description:
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 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 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. - Bachelor's degree
required - 5-10 years experience - At least one of the following is
required; JD, LLM, CPA, CTFA, AEP - Previous experience as a Tax,
Trust, and Estate attorney strongly preferred - Extensive
experience advising high net worth clients. - 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. - Ability to build strong internal relationships due to
working closely with Branch Financial Consultants and Wealth
Advisors within Schwab Wealth Advisory. - 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
Keywords: Charles Schwab, Schaumburg , ? [Only 24h Left] Sr Manager, Tax Trust and Estate Specialist, Accounting, Auditing , Chicago, Illinois
