VP, Tax Law Management

4 weeks ago


California MO, United States Northwestern Mutual Investment Services, LLC Full time

We care and make a positive difference.
Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM’s high net worth clients; directs all phases of team’s operations; contributes to development and drives execution of tax planning strategy.
Drives execution of tax planning strategy to differentiate the company and its advisors in high net worth market
Leads development and delivery of tax planning solutions to meet evolving needs of top advisors and high net worth clients
Leverages tax planning expertise to position NM as thought leader to advisors, clients and external centers of influence
Creates and implements a structure for the team as it grows and evolves
Builds and manages relationships with top advisors to maximize effectiveness of team
Identifies opportunities and leads initiatives across the company that advance NM’s tax planning capabilities
People management responsibilities supporting our people vision and employee experience, including developing and retaining a team, creating an inclusive environment, and driving high performance.
CFP, MBA, JD
Minimum of 10 years of relevant work experience including at least 4 of private client experience or in financial services industry
Broad understanding of estate and business planning strategies, financial planning, investment and insurance products
Demonstrated strength consulting with high net worth clients ($20M+) and financial advisors
00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona l information relating to location-based pay structures.
We are an equal opportunity/affirmative action employer and 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.


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