Director, Tax, Trust & Estate

Are you a seasoned tax professional with a passion for providing strategic guidance and leadership? Do you have a strong background in trust and estate planning and a desire to work for a company that values integrity, collaboration, and client-centricity? If so, Charles Schwab is seeking a Director of Tax, Trust & Estate to join our dynamic team. In this role, you will have the opportunity to use your expertise to drive impactful results and make a difference in the lives of our clients. We are looking for an individual with a deep understanding of tax laws and regulations, excellent communication and leadership skills, and a track record of successfully managing and developing high-performing teams. If you are ready to take the next step in your career and join a company that prioritizes growth and development, we want to hear from you.

1. Develop and implement tax strategies for clients in the areas of trust and estate planning.
2. Provide strategic guidance and leadership to clients and team members.
3. Stay up-to-date on tax laws and regulations to ensure compliance and provide accurate advice.
4. Manage a team of tax professionals and provide mentorship and development opportunities.
5. Collaborate with internal and external stakeholders to ensure effective communication and delivery of tax services.
6. Conduct thorough tax reviews and identify opportunities for tax savings and optimization.
7. Act as a subject matter expert and technical resource for tax-related inquiries and issues.
8. Develop and maintain relationships with clients, providing exceptional customer service and fostering long-term partnerships.
9. Monitor and analyze tax trends and developments to proactively identify potential risks and opportunities for improvement.
10. Participate in strategic planning and decision-making processes to drive business growth and success.
11. Maintain a high level of integrity and ethical standards in all interactions with clients, team members, and stakeholders.
12. Continuously evaluate and improve tax processes and procedures to increase efficiency and effectiveness.

According to JobzMall, the average salary range for a Director, Tax, Trust & Estate in Westlake, TX, USA is $148,000 - $201,000 per year. This range can vary based on factors such as experience, education, and the specific company and industry.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.