Director, Tax Planning Specialist - Phoenix, United States - The Charles Schwab Corporation
Description
Your OpportunityAt Schwab, you're empowered to make an impact on your career.Find out if this opportunity is a good fit by reading all of the information that follows below.
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.
Excellent presentation skills and demonstrated success in a collaborative environmentProven experience in discovering unstated needs through analytical and diagnostic information gatheringAbility to network and build strong internal relationships due to working closely with Branch Financial Consultants and other business partnersAbility to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clientsWhile this role will not initially require securities licensing, the role expectations and associated qualifications may evolveWillingness to travel approximately 10% to 25%Preferred QualificationsMaster's degree in taxation is preferredStrong time-management skills and has an ownership and responsibility mindsetPolished verbal and written communication, listening, and interpersonal skillsStrong attention to detailAbility to work without supervision and work in a highly collaborative team environmentAbility to uncover unstated needs from the clients to position additional Schwab services where relevantJob SummaryRequisition ID:
Posted Date: 6 days ago(4/30/2024 11:26 AM)
Category:
Financial Planning/Advice
Salary Range:
USD $
- $ / YearApplication deadline: 5/17/2024
Position Type:
Full time