Part of a team of tax, financial, and legal professionals that provide consultation to advisors, and design plans and implement solutions for clients with complex planning needs. Provides in-depth conceptual and practical knowledge and case consultation, reviews tax and financial documentation, and assists in the delivery of customized comprehensive financial plans. Uses subject matter expertise to assist in the development and delivery of customized plans for high-net-worth clients and businesses. Must bring income tax knowledge, financial planning acumen, and strong communication skills.
Primary Duties & Accountabilities:
- Active collaboration with other CPA team members to consult on tax planning or positions, to build financial plans with an emphasis on estate, gift, business succession, tax optimization, and executive compensation strategies.
- Analyze clients' financial and tax statuses to recommend strategies that drive client decision-making.
- 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.
Qualifications:
- Bachelor's degree in accounting
- Minimum of 5 years of tax planning and compliance, preferably in a role assisting HNW clients, other team members, and/or advisors.
- Existing knowledge and willingness to deepen in areas including tax optimization, estate, gift, business planning, and other high-net-worth tax strategies.
- An advanced designation such as CPA is required.
- Strong analytical skills.
- Outstanding written and verbal communication skills with a client-oriented approach to translating complex to understandable.
- Advanced skills with tax planning scenario software.
- Strong Excel skills desired.
- Tax research experience preferred.
- Team player, with the ability to work with others frequently.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
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.
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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.
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- Comprehensive benefits
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You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/
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We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community.
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Employees engage in a combination of remote and on-site work.
We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.
