Senior Tax Manager – HNW Planning & Compliance

Northwestern Mutual; Wisconsin; Sur place; USD 176 000 - 264 000; Plein temps

Avantages offerts par ce poste

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Résumé du poste

Northwestern Mutual seeks an experienced tax professional to lead sophisticated planning strategies for high-net-worth clients. You will review complex federal and state returns, project taxes, and provide advanced planning in coordination with advisors and experts.

You will mentor other tax professionals, integrate tax strategies into holistic wealth planning, and communicate complex tax concepts clearly to clients and advisors. A CPA with 15+ years of experience is preferred.

Qualifications

• Bachelor's degree in accounting, taxation, or a related field.
• Active CPA license; MST/JD/LL.M. preferred but not required.
• Typically 15+ years of progressively responsible tax experience with high-net-worth planning and compliance.
• Significant experience with business/pass-through taxation or fiduciary/trust taxation, including planning and compliance.
• Broad understanding of estate planning, business owner planning, financial planning, investments, and insurance concepts with tax implications.
• Experience consulting with high-net-worth clients and financial advisors.
• Ability to explain complex tax concepts clearly to advisors and clients.
• Experience mentoring and developing tax professionals; strong risk management focus.

Responsabilités

• Manage and review complex federal and state income tax returns for high-net-worth clients, with final review and signing responsibility.
• Review tax projections and identify planning opportunities and technical issues.
• Provide advanced tax planning consultation for HNW individuals and related entities.
• Collaborate with tax, financial planning, legal, investment, and insurance professionals to integrate tax strategies into broader planning.
• Analyze client situations to develop practical recommendations for advisors and clients.
• Communicate planning concepts, compliance considerations, and strategic recommendations to advisors and clients.
• Support quality control, workflow discipline, and risk management standards for the in-house service lines.
• Build relationships across Northwestern Mutual to deliver tax services.

Connaissances

Accountability

Storytelling through Data

Financial Acumen

Learning Agility & Critical Thinking

Formation

Bachelor's degree in accounting/ taxation

Active CPA license

Advanced degree (MST/JD/LL.M.) preferred

Outils

CCH Axcess Tax

Description du poste

Northwestern Mutual seeks an experienced tax professional to lead sophisticated planning strategies for high-net-worth clients. You will review complex federal and state returns, project taxes, and provide advanced planning in coordination with advisors and experts.

You will mentor other tax professionals, integrate tax strategies into holistic wealth planning, and communicate complex tax concepts clearly to clients and advisors. A CPA with 15+ years of experience is preferred.