Director, Tax, Trust & Estate Specialist

Location: San Francisco, CA; onsite work is required. Travel approximately 10%–25%.

Salary: $190,000–$275,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides wealth management, investment advisory, and specialized financial planning services.

What you will do

• Build and manage strong relationships with Schwab Wealth Advisory teams.
• Serve as an in-house subject matter authority on sophisticated tax, trust, estate, and income tax matters.
• Provide detailed advice to entrepreneurs and high-net-worth clients with complex financial affairs, business interests, estates, and investment portfolios.
• Identify unstated client needs and recommend relevant Schwab services.
• Present expertise and offerings to groups of various sizes and educate internal partners to drive referrals.
• Apply tax, trust, and estate experience to support the growing Investment Advisor Services sector.

Requirements

• Bachelor’s degree required.
• Previous experience as a tax, trust, and estate attorney is strongly preferred.
• At least one of the following is required: JD, LLM, CPA, CTFA, or AEP.
• Active FINRA Series 65 license or equivalent required; the license may be obtained within 120 days of employment.
• Extensive experience advising high-net-worth clients and building strong internal relationships.
• Strong diagnostic information-gathering, presentation, communication, listening, interpersonal, networking, client service, and analytical skills.

Culture & Benefits

• In-office collaboration with an emphasis on partnership, integrity, exceptional client service, open communication, and adaptability.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement plus medical, dental, and vision insurance.