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Tax, Trust & Estate Strategy Leader
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-08-27
Listing for:
The Charles Schwab Corporation
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Tax Law
Job Description & How to Apply Below
The Charles Schwab Corporation is seeking a Tax, Trust & Estate Specialist to advise high-net-worth clients on complex trust, estate and income tax matters. You will build strong relationships with Financial Consultants and Wealth Advisors, acting as the in-house authority on sophisticated planning issues and uncovering hidden needs to expand Schwab services.
You will present insights to partners and educate colleagues to maximize referrals while applying extensive experience with entrepreneurs
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