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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. Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for Schwab’s wealth management strategy, while delivering industry-leading experiences, through solutions like Schwab Wealth Advisory (SWA) along with a broad range of investment products and solutions.
The Director, Senior Tax Planning Specialist role is a part of the Tax, Trust, and Estate team that provides tremendous value and benefits to High-Net-Worth clients. The goal of the relationship is to understand our HNW clients various tax needs and provide education, planning and guidance to help them achieve their tax-related goals.
The Director, Senior Tax Planning Specialist will be the subject matter expert for key considerations of a client’s tax needs and be responsible to educate internal partners on the skills and abilities available to support clients and drive referrals to Tax Planning. This position will be responsible for building strong relationships with Financial Consultants and Wealth Advisors and providing highly detailed tax strategies to entrepreneurs and other HNW individuals with complex financial affairs, substantial business interests, large family estates and investment portfolios.
Required Qualifications
Preferred Qualifications
Full Time
Securities
$167k-212k (estimate)
02/24/2024
02/21/2025
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities