High Net Worth Tax Planning Consultant

Northwestern Mutual; Milwaukee, Orange City (WI, FL); Hybrid; USD 76,000 - 143,000; Full time

Job summary

This innovative firm seeks a skilled tax consultant to join a dynamic team of professionals dedicated to providing comprehensive financial solutions for high-net-worth clients. In this pivotal role, you will leverage your expertise in tax planning and financial analysis to develop customized strategies that align with client goals. You will actively collaborate with other experts to deliver tailored solutions, ensuring that clients receive the highest level of service. If you are passionate about making a meaningful impact and thrive in a client-focused environment, this opportunity is perfect for you.

Benefits

Flexible Work Schedules

Concierge Service

Comprehensive Benefits

Employee Resource Groups

Qualifications

• 5+ years of tax planning and compliance experience, preferably with HNW clients.
• Strong analytical and communication skills to translate complex information.

Responsibilities

• Collaborate with CPA team on tax planning and financial strategies.
• Analyze client financial statuses to recommend effective strategies.

Skills

Income Tax Knowledge

Financial Planning Acumen

Strong Communication Skills

Analytical Skills

Excel Skills

Education

Bachelor's Degree in Accounting

CPA Designation

Tools

Tax Planning Scenario Software

Job description

Summary:

Part of a team of tax, financial, and legal professionals that provide consultation to advisors, and design plans and implement solutions for clients with complex planning needs. Provides in-depth conceptual and practical knowledge and case consultation, reviews tax and financial documentation, and assists in the delivery of customized comprehensive financial plans. Uses subject matter expertise to assist in the development and delivery of customized plans for high-net-worth clients and businesses. Must bring income tax knowledge, financial planning acumen, and strong communication skills.

Primary Duties & Accountabilities:

• Active collaboration with other CPA team members to consult on tax planning or positions, to build financial plans with an emphasis on estate, gift, business succession, tax optimization, and executive compensation strategies.
• Analyze 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.

FIND YOUR FUTURE

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

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