Senior Tax Planning Consultant

4 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full time

Join Northwestern Mutual as a Senior Tax Planning Consultant and be part of a team that makes a positive difference in the lives of our clients.

We are seeking an experienced tax professional to assist HNW clients with complex planning needs, providing in-depth conceptual and practical knowledge, case consultation, and customized financial plans. This role requires strong communication skills, advanced Excel skills, and experience with tax research.

The estimated salary for this position is $85,000 - $110,000 based on location and experience. As an equal opportunity employer, we offer flexible work schedules, first-class perks, and commitment to diversity and inclusion.

As a Senior Tax Planning Consultant, you will analyze clients' financial and tax statuses to recommend strategies that drive client decision-making. You will also collaborate with other CPA team members to consult on tax planning or positions, build financial plans, and leverage relationships within the division to help address unique client circumstances.

Requirements include a Bachelor's degree in accounting, minimum 5 years of tax planning and compliance experience, preferably in a role assisting HNW clients, other team members, and/or advisors. Advanced skills with tax planning scenario software and strong Excel skills are desired. Tax research experience is preferred.



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