Director, Tax, Trust & Estate Specialist at Charles Schwab | Rozgoo | Rozgoo

Charles Schwab

Concord, US · On-site · Full-time

Director, Tax, Trust & Estate Specialist

₹132.1L – ₹132.1LPosted 24 days ago

Location: Concord, US
Work mode: On-site
Employment: Full-time
Salary: ₹132.1L – ₹132.1L
Experience: Executive · 10+ yrs
Education: bachelor's

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About the role

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with tal…

Requirements

10+ years in tax or estate planning
bs degree in finance or law
expertise in trust administration
strong client advisory skills

Skills

tax planning
trust administration
estate planning
wealth management
financial advising
compliance
client relationship management
legal knowledge

Benefits

Health Insurance
Paid Leaves
Bonus & Incentives

About the company

Charles Schwab

Posted via Adzuna

How to apply

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Charles Schwab

Director, Tax, Trust & Estate Specialist

₹132.1L – ₹132.1L