High Net Worth Tax Senior
About The Position
Are you a detail-oriented tax professional with a passion for helping clients navigate the complexities of tax planning? Join our team at Northwestern Mutual, where you'll be instrumental in preparing federal and state individual and entity income tax returns and projections for our valued clients. Collaborate with a team of tax, financial, and legal experts to deliver comprehensive advisory services tailored to each client's needs. You will have the opportunity to engage in entity tax return preparation, further broadening your expertise. We prioritize work-life balance and offer a supportive environment that fosters professional growth and collaboration. If you have income tax preparation and planning experience, we invite you to apply and become a key player in delivering exceptional tax solutions to our high-net-worth clients. Experience the benefits of working with a company that values your well-being and career development.
Requirements
- Bachelor's degree in accounting required.
- Minimum of 3 recent tax seasons, to include 2 full years of individual and entity income tax preparation experience, as well as experience in assisting HNW clients, other team members, and/or advisors with related individual tax planning.
- Existing tax knowledge and a willingness to deepen experience and knowledge in individual tax optimization, business planning, and other high-net-worth tax strategies.
- Strong analytical skills.
- Effective written and verbal communication skills with a client-oriented approach to translating complex to understandable.
- Experience with tax planning software, such as BNA Income Tax Planner or similar tools.
- Experience with CCH Axcess Tax preparation software required.
- Strong Microsoft Excel skills desired and some experience in PowerPoint preferred.
- Tax research experience preferred, or a willingness to learn.
- Team player, with the ability to work with others frequently.
Nice To Haves
- An advanced designation of CPA is preferred and passing all four parts of CPA exam required within 18 months of hire.
Responsibilities
- Prepare individual state and federal income tax returns, as well as passthrough entity and trust returns.
- Prepare tax projections and other calculations to support tax planning deliverables or presentations for advisors’ clients.
- Analyze clients’ financial and tax information to recommend strategies to lead CPAs that drive client decision-making and be willing to further develop these skills.
- Assist with analyses that examine and position tax and financial solutions with a focus on Northwestern Mutual’s approach of integrating investments and life insurance.
- Assist other CPA team members with presentations to advisors and clients.
- Build and leverage relationships within the division to help address unique client circumstances in the high-net-worth marketplace.
- Provide support to other CPA team members for consultations and tax planning as a stand-alone service, or to collaboratively build and integrate tax planning solutions into financial and estate planning.
Benefits
- Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
