Senior Manager Tax Trust amp Estate

Profile

Senior Manager, Tax, Trust & Estate - Wealth Strategies Group
The candidate will develop and manage strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter expert on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs of 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 skillset and ability to support their clients to drive referrals. previous experiences in Tax, Trust and Estate to add value to a growing sector of Investment Advisor Services. Bachelor's Degree required. Previous experience as a Tax, Trust, and Estate attorney strongly preferred. At least one of the following is required; JD, LLM, CPA, CTFA, AEP. 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 Private Client. Proven experience in discovering unstated needs through diagnostic information gathering. Excellent presentation skills and demonstrated success in a team 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.

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