High-Net-Worth Tax Planning Assistant Director

Northwestern Mutual

26d • Remote

About The Position

Primary Duties & 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. Qualifications: Bachelor's degree required. Active CPA license or JD required. Master's degree preferred Minimum of 10 years relevant individual income tax experience with a national or regional accounting firm, family office or financial services company. Additional business or trust and estate tax experience is preferred. 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 #LI-Remote Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: $123,410.00 USD - $229,190.00 USD Structure 115: $129,010.00 USD - $239,590.00 USD We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech-savvy candidates. Northwestern Mutual is proud to be an equal opportunity and affirmative action employer. We have chosen to build a diverse and inclusive workplace where talented people from all backgrounds want to be, want to stay, and want to build their future. We celebrate and support our differences for the benefit of our employees, our products, and our community. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Requirements

• 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

Nice To Haves

• Master's degree preferred
• Additional business or trust and estate tax experience is preferred.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees