High Net Worth Tax Senior

Northwestern Mutual Investment Services, LLC; Milwaukee (WI); Hybrid; USD 89,000 - 134,000; Full time

Job summary

Northwestern Mutual Investment Services, LLC is seeking a tax professional to prepare federal/state individual and entity returns, plus passthrough and trust returns. You’ll develop tax projections and support planning for high-net-worth clients, collaborating with CPAs, financial advisors, and lawyers.

The role emphasizes integrating tax planning with Northwestern Mutual’s investment and life-insurance approach, offering growth opportunities and work-life balance within a strong team

Qualifications

• Bachelor's degree in accounting required.
• Minimum of 3 tax seasons with 2+ years of individual/entity tax prep experience for HNW clients.
• Existing tax knowledge; willingness to deepen in tax optimization, planning, and HNW strategies.
• CPA designation preferred; passing all four CPA exam parts within 18 months of hire.
• Strong analytical skills.
• Excellent written and verbal communication with client focus.
• Experience with tax planning software (BNA or similar).
• Experience with CCH Axcess Tax prep software.
• MS Excel skills required; PowerPoint experience preferred.
• Tax research experience preferred or willingness to learn.
• Team player with ability to collaborate with advisors.

Responsibilities

• Prepare individual federal/state, passthrough entity, and trust tax returns.
• Prepare tax projections and calculations to support planning deliverables.
• Analyze client financial/tax data to suggest strategies for CPAs and client decisions.
• Assist with analyses aligning tax/financial solutions with Northwestern Mutual's investment and life insurance approach.
• Assist CPA teammates with advisor/client presentations.
• Build relationships within the division to serve high-net-worth clients.
• Support consultations and tax planning as standalone or integrated with financial/estate planning.

Skills

Analytical skills

Written communication

Verbal communication

Client-focused

Team player

Education

Bachelor's degree in accounting

CPA exam (required within 18 months)

Tools

CCH Axcess Tax

BNA Income Tax Planner

PowerPoint

Excel

Job description

About the Job:

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 you'll be instrumental in preparing federal and state individual and entity 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 client's needs. You will 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.

What You'll Do:

• Prepare individual state and federal income tax returns, as well as passthrough entity and trust 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 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.
• 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.

What You'll Bring to the Role:

• Bachelor's degree in accounting required.
• Minimum of 3 recent tax seasons, to include 2 full years of individual and entity 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:

$89,360.00

Pay Range - End:

$134,040.00

Geographic Specific Pay Structure:

Structure 110:

$98,320.00 USD - $147,480.00 USD

Structure 115:

$102,800.00 USD - $154,200.00 USD

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.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. 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.