Senior Tax & Estate Advisor ‑Net‑Worth Clients
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Tax Advisor, Tax Law
Location: New York
Schwab's Wealth and Advice Solutions organization seeks a High Net Worth Tax, Trust and Estate Specialist to deliver sophisticated guidance on fiduciary, trust and income tax matters for entrepreneurs and affluent families. The Wealth Specialist will be a subject matter authority for client needs and collaborate across Schwab Wealth Advisory.
The role requires a Bachelor's degree, experience with high-net-worth clients, and active FINRA Series 65 or equivalent.
We are looking to fill the Senior Tax & Estate Advisor for High‑Net‑Worth Clients position at Charles Schwab Careers in New York, NY, United States.
As a Senior Tax & Estate Advisor for High‑Net‑Worth Clients, you will play an important part at Charles Schwab Careers in New York, NY, United States.
We invite applications for the Senior Tax & Estate Advisor for High‑Net‑Worth Clients position located in New York, NY, United States.
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