High Net Worth Senior Tax Manager

Tax Director

Position Overview

Are you a seasoned tax professional eager to assist clients in navigating the intricacies of tax planning and compliance? Consider joining our team at Northwestern Mutual, where you will play a crucial role in advising clients, as well as reviewing and managing federal and state individual income tax returns and projections for our esteemed clients. Work alongside a team of tax, financial, and legal specialists to provide comprehensive advisory services tailored to each client's unique needs, including HNW individuals, business owners, and executives. As our services grow, you'll play a pivotal role in both growing and shaping the direction of our tax planning, consulting, and preparation services, including entity tax returns. We emphasize work-life balance and offer a supportive environment that encourages professional growth and collaboration. If you have experience in reviewing income tax returns, client management, and tax consulting, we invite you to apply and become an integral part of delivering outstanding tax solutions to our advisors and to a select number of their clients. Discover the advantages of working with a company that values your well-being and career advancement.

Primary Duties & Accountabilities

• Tax return management and review for high-net-worth individual clients, and future business return clients.
• Review tax projections and evaluate client individual returns, business returns when applicable, financials information, and circumstances to identify planning opportunities.
• Active collaboration with team members and elite wealth management advisors to build financial plans with an emphasis on estate, business succession or exit strategies, and income tax optimization.
• Analyze clients’ tax and financial statuses to build strategies and drive client decision making.
• Examine and position tax and financial solutions with focus on Northwestern Mutual’s approach of integrating investments and life insurance, where applicable.
• Present to advisors and clients, often in a lead role, to enable client decision making.
• Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth marketplace and ensure seamless delivery of tax returns and integration of tax strategies and tax implications into financial plans.

Requirements

• Education: Bachelor’s degree in accounting or tax emphasis required.
• Licensure: CPA license required. Other specialty knowledge, advanced degree, certification, or designation preferred, but not required.
• Experience: Minimum of 15 years of experience with high-net-worth individual and business tax planning and tax return compliance.
• Knowledge: Broad understanding of estate and business planning strategies, financial planning, investment and insurance products.
• Skills:
  • Demonstrated strength consulting with high-net-worth clients ($20M+) and financial advisors.
  • Client-centric written and verbal communication skills.
  • Experience developing and executing strategy in a dynamic environment.
  • Experience with CCH Axcess Tax software.
  • Excellent management skills to grow and develop CPAs, effectively use resources, or possess deep technical expertise.
  • Tax research experience required.
  • Team player, with the ability to work with others frequently.

Compensation Range

• Pay Range - Start: $135,800.00
• Pay Range - End: $252,200.00

Geographic Specific Pay Structure:

• 225 - Structure 110: $149,380.00 USD - $277,420.00 USD
• 225 - Structure 115: $156,170.00 USD - $290,030.00 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.

Employment Type

Full time

Location Type

Information not provided in the original description.

Company Information

• Company: Northwestern Mutual
• Focus: Providing comprehensive advisory services, tax planning, consulting, and preparation services, with an emphasis on high-net-worth individuals, business owners, and executives. Values work-life balance, professional growth, and collaboration.

Application Instructions

To apply, please submit your qualifications and experience.