High-Net-Worth Tax Planning Director

1 week ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time

We are seeking a highly skilled Tax Planning Assistant Director to join our team at Northwestern Mutual. This role will involve analyzing income tax records and returns of individuals and flow-through entities to identify tax planning opportunities.

Job Description:

  • Analyze income tax records and returns of individuals and flow-through entities to identify tax planning opportunities.
  • Partner with other highly credentialed professionals on the team and NM advisors to deliver tax planning strategies and solutions for clients.
  • Stay current on income tax laws and 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 projections in combination with analysts' financial projections for planning engagements.
  • Serve as a thought leader on income tax-related topics.

Required Skills and Qualifications:

  • Bachelor's degree in Accounting.
  • Master's degree in Accounting preferred.
  • Active CPA license.
  • Minimum of 7 years relevant individual income tax experience with a national, regional, or local accounting firm, family office, or financial services company.

Benefits:

  • Flexible work schedules.
  • Concierge service.
  • Comprehensive benefits.
  • Employee resource groups.

Salary Range: $110,040 - $204,360 per year. The salary range is determined by factors including skills, education, training, credentials, and experience of the candidate, as well as the scope, complexity, and cost of labor in the market.



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