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.
What You'll Do:
- 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.
What You'll Bring to the Role:
- 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.
- An advanced designation of CPA is preferred and passing all four parts of CPA exam required within 18 months of hire.
- 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.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$89,360.00
Pay Range - End:
$134,040.00
Geographic Specific Pay Structure:
Structure 110:
$98,320.00 USD - $147,480.00 USD
Structure 115:
$102,800.00 USD - $154,200.00 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 that welcomes talented individuals of all backgrounds. 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.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
Skills Required
- Bachelor's degree in accounting
- At least three recent tax seasons
- Two full years of individual and entity income tax preparation experience
- Experience assisting high-net-worth clients, team members, or advisors with individual tax planning
- Tax knowledge, with willingness to deepen expertise in individual tax optimization and business planning
- Pass all four parts of the CPA exam within 18 months of hire
- Experience with CCH Axcess Tax preparation software
- Strong analytical skills
- Effective written and verbal communication skills
- Client-oriented ability to explain complex concepts clearly
- Experience with tax planning software such as BNA Income Tax Planner or similar
- Strong Microsoft Excel skills
- Experience with Microsoft PowerPoint
- Tax research experience or willingness to learn
- Ability to work collaboratively as a team member
- CPA designation
What the Team is Saying
Northwestern Mutual Compensation & Benefits Highlights
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Retirement Support — Retirement programs feature both a 401(k) and a company‑funded cash balance plan, with materials noting age+service‑based credits and periods when additional employer funding is directed to the pension‑style plan. Vesting timelines are specified for each plan, signaling a long‑term, security‑oriented design.
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Healthcare Strength — Health coverage spans medical, dental, and vision with Lyra mental‑health support, on‑site Mutual Health Centers in select locations, virtual care options, and fitness reimbursement or on‑site gyms. This breadth positions core health benefits as comprehensive for eligible corporate employees.
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Parental & Family Support — Programs include paid parental leave, caregiving leave, and family‑building supports such as fertility, adoption, and surrogacy assistance. These offerings extend beyond baseline benefits to cover key life stages for families.
Northwestern Mutual Insights
What We Do
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/
Why Work With Us
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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Northwestern Mutual Teams
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Hybrid Workspace
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.
