Senior Tax, Trust & Estate Strategist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-09-06
Listing for:
The Charles Schwab Corporation
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Tax Law, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The Charles Schwab Corporation is seeking a Tax, Trust & Estate Specialist in Chicago to advise high‑net‑worth clients and coordinate with Schwab Wealth Advisory teams. You will serve as an expert on tax, trust and estate issues, building relationships with financial consultants and wealth advisors.
Ideal candidates hold a JD/LLM/CPA/CTFA/AEP, with 10+ years of relevant experience, strong communication, and a proven ability to develop client solutions. Travel is expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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