Senior Tax Planning Strategist

1 week ago


Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time
Job Summary

As a Senior Tax Planning Strategist at Northwestern Mutual Life Insurance, you will lead a team of CPAs in delivering complex tax planning and minimization strategies to high net worth clients. Your expertise will drive the execution of tax planning strategy, differentiate the company, and position Northwestern Mutual as a thought leader in the industry.

Key Responsibilities
  • Develop and deliver tax planning solutions to meet the evolving needs of top advisors and high net worth clients
  • Leverage tax planning expertise to position Northwestern Mutual as a thought leader to advisors, clients, and external centers of influence
  • Create and implement a structure for the team as it grows and evolves
  • Build and manage relationships with top advisors to maximize effectiveness of the team
  • Consult with advisors and clients on complex high-profile situations
  • Identify opportunities and lead initiatives across the company that advance Northwestern Mutual's tax planning capabilities
Requirements
  • CPA required
  • Other advanced degrees or designation preferred; CFP, MBA, JD
  • Series 6 or 7 (or within 9 months of hire date)
  • Minimum of 10 years of relevant work experience, including at least 4 in private client experience or in the 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
  • Client-centric written and verbal communication skills
  • Experience developing and executing strategy in a dynamic environment
  • Ability to influence, advocate, and implement change with internal and external stakeholders
  • Excellent manager skills to grow and develop CPAs, effectively use resources, or deep technical expertise
Compensation

Pay Range: $146,440.00 - $271,960.00

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.



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