High Net Worth Senior Tax Manager

Wisconsin, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, Tax PreparationIndustries

Requirements

Candidates must possess a Bachelor's degree in accounting or tax, a CPA license, and a minimum of 15 years of experience in high-net-worth individual and business tax planning and compliance. A broad understanding of estate and business planning strategies, financial planning, investment, and insurance products is required, along with demonstrated strength in consulting with high-net-worth clients and financial advisors. Proficiency with CCH Axcess Tax software, excellent managerial skills for developing CPAs, and tax research experience are also necessary.

Responsibilities

The High Net Worth Senior Tax Manager will manage and review tax returns and projections for high-net-worth individual and business clients. Responsibilities include identifying planning opportunities by reviewing tax projections and client financials, collaborating with wealth management advisors on financial plans emphasizing estate and business succession, and analyzing client tax and financial statuses to build strategies. The role involves presenting solutions to advisors and clients, leveraging internal relationships for seamless service delivery, and integrating tax strategies into financial plans.

Skills

Tax Planning

Tax Compliance

Individual Income Tax Returns

Tax Projections

Client Management

Tax Consulting

Entity Tax Returns

Financial Planning

Estate Planning

Business Succession Planning

Income Tax Optimization

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

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