{"id":"u633e807u7","title":"Director, Tax, Trust & Estate- Schwab Wealth Advisory","posted_at":"2026-05-12T00:00:00.000Z","apply_url":"https://career-schwab.icims.com/jobs/120319/director%2c-tax%2c-trust-%26-estate--schwab-wealth-advisory/login","locations":["New York, NY"],"employment_type":"full_time","workplace_type":null,"seniority_level":"director","description_language":"en","source_name":"talentbrew","source_url":"https://www.schwabjobs.com/job/new-york/director-tax-trust-and-estate-schwab-wealth-advisory/33727/93284655776","salary":null,"job_summary":"Charles Schwab is a financial services company that provides wealth management and investment advice. This role serves as a subject matter authority on tax, trust, and estate matters to support high-net-worth clients and internal wealth advisory teams.","job_description":{"responsibilities":["Develop and handle strong relationships with the Schwab Wealth Advisory team","Function as an in-house subject matter authority on sophisticated trust, estate, and income tax issues","Uncover unstated client needs to offer relevant Schwab services","Present to groups to share expertise and promote the service offering","Educate internal partners on skills and support capabilities to drive referrals"],"minimum_qualifications":["Bachelor's degree","JD, LLM, CPA, CTFA, or AEP certification","Active FINRA Series 65 license or equivalent (obtainable within 120 days)","Extensive experience advising high-net-worth clients","Strong verbal, written, interpersonal, and analytical skills"],"preferred_qualifications":["Previous experience as a Tax, Trust, and Estate attorney"]},"visa_sponsorship":null,"experience_years_min":null,"job_address":null,"job_city":"New York","job_state":"NY","job_country":"US","location_lat":40.739696099999996,"location_lng":-73.98982339999999,"keywords":["collaboration","communication","relationships","experiences","competitive","strategy","business","LinkedIn","internal","develop","vision","Growth","social","teams","email","stock","data"],"company":{"name":"Charles Schwab","logo_url":"https://img.logo.dev/schwab.com?token=pk_fWx5G5QrQMm-0Ud8BW3mBg&size=64&format=png","description":"Charles Schwab is a financial services company focused on transforming the industry through client-centered innovation.","website_url":"https://www.schwab.com/","linkedin_url":"https://www.linkedin.com/company/charles-schwab","glassdoor_url":"https://www.glassdoor.com/Overview/Working-at-Charles-Schwab-EI_IE144.11,25.htm","x_url":"https://x.com/charlesschwab","instagram_url":"https://www.instagram.com/charlesschwab/","youtube_url":"https://www.youtube.com/channel/UCToe3dspZyw2L_JY-JmP3Mw","github_url":null,"huggingface_url":null,"tiktok_url":null,"crunchbase_url":null,"facebook_url":"https://www.facebook.com/CharlesSchwab/","employee_count_range":"10000+","employee_count":32100,"founded_year":1971,"headquarters":{"address":"3000 Schwab Way, Westlake, TX 76262, United States","city":"Westlake, TX","country":"US","lat":32.991226,"lng":-97.1943701},"industry":"fintech","company_type":"other","total_funding_usd":null,"locations":["Albany, NY","Albuquerque, NM","Alpharetta, GA","Ann Arbor, MI","Annapolis, MD","Arcadia, CA","Atlanta, GA","Austin, TX","Barrington, IL","Beaverton, OR","Bee Cave, TX","Bellevue, WA","Bethesda, MD","Birmingham, AL","Birmingham, MI","Boca Raton, FL","Boise","Boise, ID","Borough of Red Bank, NJ","Boston, MA","Boulder, CO","Brea, CA","Bridgewater, NJ","Brookfield, WI","California, USA","Cambridge, MA","Camp Hill, PA","Campbell, Santa Clara County","Carlsbad, CA","Carmel Valley Village, CA","Carmel, IN","Chandler, AZ","Charlotte, NC","Chesterfield, MO","Chestnut Hill, MA","Chicago, IL","Cincinnati, OH","Clayton, MO","Columbia, MD","Columbus, OH","Coral Gables, FL","Corte Madera, CA","Cranberry Township, PA","Dallas, TX","Dana Point, CA","Denver, CO","East Lansing, MI","East Naples, FL","Edina, MN","El Paso, TX","Eugene, OR","Forest Hills, NY","Fort Collins, CO","Fort Lauderdale, FL","Fort Myers, FL","Fort Worth, TX","Fresno, CA","Garden City, NY","Geneva, IL","Glen Allen, VA","Greensboro, NC","Greenville, SC","Henderson, NV","Holladay, UT","Houston, TX","Huntersville, NC","Huntington Station, NY","Hyderabad","Hyderabad, India","Indian Wells, Riverside","Indianapolis, IN","Irvine, CA","Jersey City, NJ","Knoxville, TN","La Jolla, San Diego","Leesburg, VA","Lone Tree, CO","Los Angeles, CA","Lynnwood, WA","Manhasset, NY","Marlton, NJ","Menlo Park, CA","Miami, FL","Middleton, WI","Millburn, Essex","Millburn, United Kingdom","Milpitas, Santa Clara County","Minneapolis-St. Paul-Bloomington, MN","Miramar Beach, FL","Mission Viejo, CA","Morristown, Morris","Mt. Pleasant, SC","Naperville, IL","Nashville, TN","New York, NY","Newport Beach, CA","Novi, MI","Oakland, CA","Oklahoma City, OK","Omaha, NE","Orange, Cuyahoga","Orlando, FL","Palm Beach Gardens, FL","Paramus, NJ","Pasadena, CA","Peachtree Corners, GA","Philadelphia, PA","Phoenix, AZ","Pittsburgh, PA","Plano, TX","Pleasanton, CA","Portland, ME","Portland, OR","Raleigh, NC","Redmond, WA","Reston, VA","Richfield, OH","Roseville, CA","Sacramento, CA","San Diego, CA","San Francisco, CA","San Juan, PR","San Luis Obispo, CA","San Mateo, CA","San Ramon, CA","Sandy Springs, GA","Santa Monica, CA","Santa Rosa, CA","Sarasota, FL","Savannah, GA","Schaumburg, IL","Scottsdale, AZ","Seal Beach, CA","Seattle, WA","Soquel, CA","South Burlington, VT","Southlake, TX","Spokane, WA","Sugar Land, TX","Sunnyvale, CA","Tacoma, WA","Tampa, FL","The Villages, FL","The Woodlands, TX","Thousand Oaks, Ventura","Torrance, CA","Town of Amherst, NY","Town of Burlington, MA","Town of Fairfield, CT","Town of Greenwich, CT","Town of Lynnfield, MA","Town of Pittsford, NY","Towson, MD","Troy, Oakland","Tucson, AZ","Tysons Corner, VA","Upland, CA","Vancouver, WA","Vero Beach South, FL","Virginia Beach, VA","Walnut Creek, CA","Washington D.C., DC","Wayne, PA","Webster, Harris County","West Des Moines, IA","West Palm Beach, FL","Westlake, TX","Wichita, KS","Wilmington, DE","Wilmington, NC","Winston-Salem, NC","Woodland Hills, CA","Woodland Hills, Los Angeles"]}}