Director, Tax, Trust & Estate Specialist
About the role
with paragraphs. Next: "What you have As a High Net Worth Trust & Estate/Tax Specialist, you will:" then bullet list: - 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 These are responsibilities/duties. Could be under 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." This is maybe part of About the role or maybe Values but not a required section. Could be part of About. Then: "Bachelor's degree requiredPrevious experience as a Tax, Trust, and Estate attorney strongly preferredAt least one of the following is required; JD, LLM, CPA, CTFA, AEPActive 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 AdvisoryShown experience in discovering unstated needs through diagnostic information gatheringExcellent presentation skills and demonstrated success in a collaborative environmentStrong verbal and written communication, listening, interpersonal, client service, networking and analytical skillsAbility to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25%" These are qualifications/requirements/skills. We need to separate into sections: Requirements, Qualifications, Skills. The posting lumps them. We need to decide where each piece belongs. We have: Bachelor's degree required (qualification). Previous experience as a Tax, Trust, and Estate attorney strongly preferred (qualification). At least one of the following is required; JD, LLM, CPA, CTFA, AEP (qualification). Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) (qualification). Extensive experience advising high net worth clients (qualification/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? maybe schedule). Also later: "In addition to the salary range, this role is also eligible for bonus or incentive opportunities." That's pay info. Then: "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. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance" That's benefits. Also mentions Hybrid Work and Flexibility approach (schedule maybe). So schedule: Hybrid Work and Flexibility approach balances ongoing commitment to workplace flexibility, serving clients, and belief in being together in person on a regular basis. Could be schedule. Pay: "In addition to the salary range, this role is also eligible for bonus or incentive opportunities." No actual salary range given, but mentions eligibility for bonus/incentive. The rule: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state bonus/incentive eligibility, but not actual salary range. Is that enough for Pay section? It says "In addition to the salary range, this role is also eligible for bonus or incentive opportunities." It mentions salary range exists but not given. Should we include Pay section? The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state that there is a salary range and bonus eligibility. So we can include Pay section with that sentence. Schedule: The Hybrid Work and Flexibility approach description. That's schedule info. So include Schedule. Benefits: list of benefits. Now we need to avoid duplication. Also need to not include boilerplate like EEO etc. Not present. We need to output only HTML fragment, no markdown. We'll structure:About the role
... (the about role paragraph(s)). Could be multiple paragraphs but we can combine into one
with line breaks? Better to keep as one
but could split into multiple
for readability. The rule: use
for prose. So we can have multiple
elements. We'll break the about role into maybe two paragraphs: first describing Schwab and Wealth and Advice Solutions, second describing the role specifics. Let's extract: Paragraph1: "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 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. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client." Paragraph2: "This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs." Now Responsibilities: list from "What you have As a High Net Worth Trust & Estate/Tax Specialist, you will:" then bullet points. We'll put under
Responsibilities
with- items.
Now Requirements/Qualifications/Skills: We need to decide sections. Could combine Requirements and Qualifications into one? But we prefer few substantive sections. Could have Requirements (including education, licenses, experience) and Skills (soft skills). Let's do:
Requirements
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.
Skills
- 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
Benefits
with- items.
List: 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:
Pay
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Schedule:Schedule
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.
Check for any leftover substantive info not captured: The line "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." This is values; could be part of About the role or maybe omitted. It's substantive but not covered. We could add a paragraph under About the role after the second paragraph. Let's incorporate. Add after responsibilities maybe a separate section "Values"? Not a standard heading; but we could incorporate into About the role as another paragraph. Thus About the role will have three paragraphs: first as earlier, second as role specifics, third as values. Now ensure no duplication: The bullet list for responsibilities we already captured. Ensure we didn't miss any responsibility like "Develop and handle strong relationships with Schwab Wealth Advisory team." etc. Yes. Check for any other info: "Travel approximately 10% to 25%"