Sr. Manager, Tax, Trust & Estate Specialist

Charles Schwab • Radnor, PA • 4h ago

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.

Bachelor's degree required

Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment)

5-10 years client facing experience

At least one of the following is strongly preferred; 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, 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:

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

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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