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Northwestern Mutual · 2 days ago

High-Net-Worth Tax Planning Assistant Director

Wisconsin, United States

Full-time

Hybrid

Senior Level, Lead/Staff

$112K/yr - $208K/yr

10+ years exp

Northwestern Mutual is a leading financial services company, and they are seeking a High-Net-Worth Tax Planning Assistant Director. The role involves analyzing income tax records, partnering with professionals to deliver tax planning strategies, and staying updated on tax laws and trends.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Analyze and review income tax records and returns of individuals and flow through entities to identity tax planning opportunities

Partner with other highly-credentialed professionals on the team and NM advisors to deliver tax planning strategies and solutions for advisors' clients

Stay current on income tax laws/regulations and tax planning trends

Consult with attorneys, analysts, and other CPAs to implement strategies and solve complex planning issues on behalf of clients

Research and analyze tax issues to assist NM advisors

Deliver tax planning analyses and consultations alone or in combination with attorneys and financial planners’ estate and financial planning engagements

May assist in tax return reviews for tax preparation service line

Serve as a thought leader on income tax related topics

Qualification

Active CPA licenseIndividual income tax experienceIncome tax planning softwareHigh-net-worth individualsClient centric communicationInterpersonal skillsTeam collaboration

Required

Bachelor's degree required

Active CPA license or JD required

Minimum of 10 years relevant individual income tax experience with a national or regional accounting firm, family office or financial services company

Client centric verbal and written communication skills with emphasis on ability to articulate complex tax concepts in an understandable way

Experience in high-net-worth individuals

Familiarity with income tax planning software and tools

Strong interpersonal skills and demonstrated ability to work on a team

Preferred

Master's degree preferred

Additional business or trust and estate tax experience is preferred

Benefits

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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2020 (1)