High-Net-Worth Tax Planning Assistant Director

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

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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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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