Sr Manager – Tax Trust and Estate Specialist
| Company | Charles Schwab |
|---|---|
| Location | Lone Tree, CO, USA, Westlake, TX, USA, Phoenix, AZ, USA, Bellevue, WA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, JD |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree required
- 5-10 years experience
- At least one of the following is required; JD, LLM, CPA, CTFA, AEP
- Extensive experience advising high net worth clients
- 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
Responsibilities
- 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
Preferred Qualifications
- Previous experience as a Tax, Trust, and Estate attorney strongly preferred
- Shown experience in discovering unstated needs through diagnostic information gathering
- Excellent presentation skills and demonstrated success in a collaborative environment
- Travel approximately 10% to 25%