Advanced Wealth and Tax Strategist

1 month ago

Windsor, United States MASSMUTUAL Full time

**Advanced Wealth & Tax Strategist**

Hybrid - Windsor, CT or Boston, MA

**The Opportunity**

**The Team**

The Trust Company is responsible for providing investment, fiduciary and client service offerings to private wealth clients and their families. In addition, the team is responsible for identifying regulatory changes and market trends and providing these insights to prospective and existing Trust Company clients as well as staff. The Wealth & Tax Strategist will report to the Head of Fiduciary & Wealth Services. There is a key educational aspect and responsibility to this role as the they will look for opportunities to educate staff and advisors one-on-one and through group meetings on key risk issues specific to tax law changes and the potential impact. As part of a core element of the Trust Company’s value proposition, the Advanced Wealth & Tax Strategist will provide support to the Trust Company in conducting reviews of trust documents as well.

**The Impact**:

- Provide advanced sales consultation on case design by identifying client needs, developing strategies to meet their needs, and ultimately delivering an appropriate tax and trust solution.
- Demonstrate ability to communicate complex strategies and financial concepts in an easily understood manner for financial advisors, clients and their tax and legal partners.
- Provide client consultation for tax planning purposes and for liquidity events.
- Provide thought leadership for the Trust Company (internally and externally), monitor legislation and regulatory developments and model impacts of legislative proposals.
- Provide consultation to internal Trust Company Trust Officers for ongoing client tax related matters.
- Conduct seminars for MassMutual advisors, centers of influence such as CPA’s and estate planning attorneys, and for clients specific to relevant tax matters.
- Support of Tax Officers to satisfy tax accounting, reporting and compliance requirements for the Trust Company, including oversight of the Tax Committee.
- Build collaborative business relationships within Tax and across Company work groups.
- Ensure appropriate policies, procedures and practices are in place and remain updated to maintain compliance with all fiduciary laws and regulations.

**The Minimum Qualifications**
- Undergraduate degree
- 6+ years experience in the wealth management industry
- 3+ years experience with advanced wealth planning and tax planning strategies, including estate and gift tax planning, fiduciary income tax issues and trust/fiduciary administration for High Net Worth Clients
- 3+ years experience developing relationships with a variety of internal and external associates

**The Ideal Qualifications**
- J.D., CFP or post-graduate degree in Tax/Accounting/Finance
- Experience with business entities, business liquidations, estate settlement, special needs trusts and/or unique asset management

**What to Expect as Part of MassMutual and the Team**
- Regular meetings with the MassMutual Trust leadership team.
- Focused one-on-one and development discussions with your manager.
- Opportunity to work with others and to mentor and be mentored.
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups.
- Ethics and integrity will be valued by a company with a strong ethical track record.

LI-JH3

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

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