High Net Worth Tax Planning Consultant

Northwestern Mutual – Corporate Careers

4.5

(41)

Milwaukee, WI

Why you should apply for a job to Northwestern Mutual – Corporate Careers:

Ranked as one of the Best Finance Companies for Women in 2023

4.5/5 in overall job satisfaction

4.9/5 in supportive management

73% say women are treated fairly and equally to men

83% would recommend this company to other women

86% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

A concierge service that will tackle your personal "to-do" list, such as running errands, organizing vacations, and scheduling services.

12 weeks of paid parental leave along with programs that support family planning services.

Strong commitment to philanthropy evidenced by the NWM Foundation and each employee receiving 16 paid hours annually for volunteering.

#JR-41972

Position summary

lyze clients' financial and tax statuses to recommend strategies that drive client decision-making.

Assist with analyses that examine and position tax and financial solutions with a focus on Northwestern Mutual's approach of integrating investments and life insurance.
Assist other CPA team members with presentations to advisors and clients.
Build and leverage relationships within the division to help address unique client circumstances in the high-net-worth marketplace.

Qualifications:

Bachelor's degree in accounting
Minimum of 5 years of tax planning and compliance, preferably in a role assisting HNW clients, other team members, and/or advisors.
Existing knowledge and willingness to deepen in areas including tax optimization, estate, gift, business planning, and other high-net-worth tax strategies.
An advanced designation such as CPA is required.
Strong analytical skills.
Outstanding written and verbal communication skills with a client-oriented approach to translating complex to understandable.
Advanced skills with tax planning scenario software.
Strong Excel skills desired.
Tax research experience preferred.
Team player, with the ability to work with others frequently.

#LI-Hybrid

Compensation Range:

Pay Range - Start:

$76,650.00

Pay Range - End:

$142,350.00

Geographic Specific Pay Structure:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.