Director, Tax, Trust & Estate Specialist

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. Content: - Intro: "Your opportunity At Schwab, you’re empowered to make an impact on your career..." etc. This is about the role? Could be "About the role". We'll treat as About the role. - Then description of Wealth and Advice Solutions, Wealth Strategies Consulting Group, Tax, Trust and Estate specialist role, etc. That's also about role. - Then "What you have As a High Net Worth Trust & Estate/Tax Specialist, you will:" then bullet list of duties: "Develop and handle strong relationships with Schwab Wealth Advisory team. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services". That's responsibilities. - Then "We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change." Could be about culture, maybe part of About the role or Benefits? Probably part of About the role. - Then "Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25%". This is requirements/qualifications/skills. We need to split into sections: Requirements (maybe education, experience), Qualifications (certifications/licenses), Skills (soft skills). But we can combine if content thin. However we need to avoid thin sections. Let's see. We have: - Bachelor's degree required (education) - Previous experience as a Tax, Trust, and Estate attorney strongly preferred (experience) - At least one of the following is required; JD, LLM, CPA, CTFA, AEP (certifications) - Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) (license) - Extensive experience advising high net worth clients (experience) - Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory (skill) - Shown experience in discovering unstated needs through diagnostic information gathering (skill/experience) - Excellent presentation skills and demonstrated success in a collaborative environment (skill) - Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills (skill) - Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients (skill) - Travel approximately 10% to 25% (schedule? Actually travel requirement, could be under Schedule or maybe a note. Not exactly schedule but travel percent. Could be placed under Schedule if we consider travel as schedule component. But schedule usually refers to work schedule (full-time, part-time, remote). Travel is not schedule. Might be better to include under Responsibilities? Not really. Could be under Requirements as a condition. But we have no dedicated Travel section. Could put under Requirements as a bullet. - "In addition to the salary range, this role is also eligible for bonus or incentive opportunities." This is Pay info: mentions salary range (though not given) and bonus/incentive. So we have Pay section: mention that role is eligible for bonus or incentive opportunities (and salary range unspecified). However we must not create Pay section if content is only placeholder like "commensurate with experience". Here we have "In addition to the salary range, this role is also eligible for bonus or incentive opportunities." That's specific enough: indicates bonus eligibility. We'll include Pay section with that sentence. - Benefits: later: "What’s in it for you At Schwab, you’re empowered to shape your future. ... We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance". That's benefits. - Schedule: Not explicitly mentioned besides travel percent. No mention of work hours, remote/hybrid? There's mention: "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." That's about work location (on-site). Could be considered Schedule? Not exactly. Could be under About the role or maybe a separate section like Work Location but we only have allowed headings. Could fold into About the role as a sentence. No explicit schedule like full-time, hours. So we should not create Schedule section because no real specific content. - Pay: we have bonus eligibility. Also maybe salary range not given, but we have mention of salary range (though not numbers). That's still specific: "In addition to the salary range, this role is also eligible for bonus or incentive opportunities." That indicates there is a salary range (though not disclosed). That's enough for Pay section. - Benefits: we have list. - Skills: we have many skill bullets. - Requirements: we have education, experience, certifications, license. - Qualifications: maybe overlapping with Requirements. Could combine Requirements and Qualifications? But we need to decide sections to avoid thin ones. Let's see if we can make three substantive sections: About the role, Responsibilities, Requirements (including education, experience, certifications, license, travel), Skills, Benefits, Pay. That's six sections. Could be okay. But we need to avoid thin sections like Skills with only a few bullets; we have many skill bullets, so fine. Now we need to format: Use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must not repeat job title as heading. Not include Job ID etc. We must remove boilerplate: cookie/navigation/legal/EEO etc. Not present. We must preserve all substantive information. We need to output only HTML fragment. Let's craft sections:

  About the role

  At Schwab, you’re empowered to make an impact on your career. 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 to work on site in the specified location. The Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams, and provides specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is part of a specialized team that provides great value and benefits to Schwab clients, offering depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal is to work through clients’ sophisticated Tax, Trust, and Estate needs, which can result in substantial savings for the end client. This position requires providing detailed, highly sophisticated advice to entrepreneurs and other high‑net‑worth individuals with complex financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject‑matter authority on all implications of a client’s Tax, Trust and Estate needs.

  That covers intro.

  Responsibilities

  • Develop and handle strong relationships with Schwab Wealth Advisory team.
  • Function as an in‑house subject matter authority on sophisticated trust, estate and income tax questions and issues.
  • Uncover unstated needs from clients to offer additional Schwab services where relevant.
  • Present to large and small groups to share expertise and the offering to key partners.
  • Educate internal partners on your skills and ability to support their clients to drive referrals.
  • Apply previous experience in Tax, Trust and Estate to support a growing sector of Investment Advisor Services.

  Requirements

  • Bachelor’s degree required.
  • Previous experience as a Tax, Trust, and Estate attorney strongly preferred.
  • At least one of the following required: JD, LLM, CPA, CTFA, AEP.
  • Active FINRA Series 65 license or equivalent required (may be obtained with a 120‑day condition of employment).
  • Extensive experience advising high net worth clients.
  • Ability to build strong internal relationships while working closely with Wealth Advisors within Schwab Wealth Advisory.
  • Shown experience in discovering unstated needs through diagnostic information gathering.
  • Travel approximately 10% to 25%.

  Skills

  • Excellent presentation skills and demonstrated success in a collaborative environment.
  • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills.
  • Ability to demonstrate exceptional interpersonal effectiveness when working with high‑net‑worth clients.

  Benefits

  • 401(k) with company match and Employee stock purchase plan.
  • Paid time for vacation, volunteering, and 28‑day sabbatical after every 5 years of service for eligible positions.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

  Pay

  In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

  Check for any missing substantive info: The values statement "We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change." Could be included in About the role or maybe as a separate section like Culture but we don't have heading for that. Could fold into About the role as a paragraph. Let's add a sentence after the intro. Add to About the role paragraph: "We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change." Make sure not to duplicate. Now ensure no extra sections like Schedule. Check for any leftover info: "What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis." This is about hybrid work flexibility. Could be part of About the role or Benefits? It's about work arrangement. Could be added to About the role as a