Charles Schwab · 1 day ago
Director, Tax, Trust and Estate Specialist
Irvine, CA
Full-time
Hybrid
Lead/StaffCharles Schwab is a leading financial services company that empowers employees to make an impact on their careers. The Tax, Trust and Estate Specialist role involves providing sophisticated advice to high-net-worth clients on complex tax and estate matters, while developing strong relationships with financial consultants and educating internal partners.
Financial Services
Responsibilities
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
Qualification
Required
Bachelor's degree required
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 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%
Preferred
Previous experience as a Tax, Trust, and Estate attorney strongly preferred
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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