High Net Worth Tax Senior
High Net Worth Tax Senior
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1 Vacancy
Job Description
Summary:
Are you a detail-oriented tax professional with a passion for helping clients navigate the complexities of tax planning Join our team at Northwestern Mutual where youll be instrumental in preparing federal and state individual income tax returns and projections for our valued clients. Collaborate with a team of tax financial and legal experts to deliver comprehensive advisory services tailored to each clients needs. As our services expand youll have the opportunity to engage in entity tax return preparation further broadening your expertise. We prioritize work-life balance and offer a supportive environment that fosters professional growth and collaboration. If you have income tax preparation and planning experience we invite you to apply and become a key player in delivering exceptional tax solutions to our high-net-worth clients. Experience the benefits of working with a company that values your well-being and career development.
Primary Duties & Accountabilities:
Prepare individual state and federal income tax returns with potential to prepare entity tax returns.
Prepare tax projections and other calculations to support tax planning deliverables or presentations for advisors clients.
Analyze clients financial and tax information to recommend strategies to lead CPAs that drive client decision-making and be willing to further develop these skills.
Assist with analyses that examine and position tax and financial solutions with a focus on Northwestern Mutuals 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.
Provide support to other CPA team members for consultations and tax planning as a stand-alone service or to collaboratively build and integrate tax planning solutions into financial and estate planning.
Qualifications:
Bachelors degree in accounting required.
Minimum of 3 recent tax seasons to include 2 full years of individual income tax preparation experience as well as experience in assisting HNW clients other team members and/or advisors with related individual tax planning.
Existing tax knowledge and a willingness to deepen experience and knowledge in individual tax optimization business planning and other high-net-worth tax strategies.
An advanced designation of CPA is preferred and passing all four parts of CPA exam required within 18 months of hire.
Strong analytical skills.
Effective written and verbal communication skills with a client-oriented approach to translating complex to understandable.
Experience with tax planning software such as BNA Income Tax Planner or similar tools.
Experience with CCH Axcess Tax preparation software required.
Strong Microsoft Excel skills desired and some experience in PowerPoint preferred.
Tax research experience preferred or a willingness to learn.
Team player with the ability to work with others frequently.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
Pay Range - End:
$142350.00Geographic Specific Pay Structure:
We believe in fairness and transparency. Its 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 youre 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.
Employment Type
Full-Time
