What are the responsibilities and job description for the Advanced Wealth and Tax Strategist position at Massachusetts Mutual Life Insurance Company?
Advanced Wealth & Tax Strategist
This is a hybrid role, working from either Windsor, CT or Boston, MA.
The Opportunity
You will join an aggressively growing organization focused on solving complex investment, tax and estate planning needs of high net-worth clients. As an Advanced Wealth & Tax Strategist, you will bring deep technical expertise to guide longer-term investment and estate needs of our clients, while satisfying tax accounting, reporting and compliance requirements for MassMutual Private Wealth & Trust.
The Team
MassMutual Private Wealth & Trust provides investment, fiduciary and client service offerings to private wealth clients and their families. You will report to the Head of Fiduciary & Wealth Services and be responsible for educating staff and advisors on key risk issues specific to tax law changes and their potential impact.
The Impact:
- Provide advanced sales consultation on case design by identifying client needs, developing strategies to meet their needs, and ultimately delivering an appropriate tax and trust solution.
- Demonstrate ability to communicate complex strategies and financial concepts in an easily understood manner for financial advisors, clients and their tax and legal partners.
- Provide client consultation for tax planning purposes and for liquidity events.
- Provide thought leadership for the company (internally and externally), monitor legislation and regulatory developments and model impacts of legislative proposals.
- Provide consultation to internal Trust Officers for ongoing client tax related matters.
- Conduct seminars for MassMutual advisors, centers of influence such as CPA's and estate planning attorneys, and for clients specific to relevant tax matters.
- Support of Tax Officers to satisfy tax accounting, reporting and compliance requirements, including oversight of the Tax Committee.
Requirements
- Undergraduate degree
- 6 years experience in the wealth management industry
- 3 years experience with advanced wealth planning and tax planning strategies, including estate and gift tax planning, fiduciary income tax issues and trust/fiduciary administration for High Net Worth Clients
- 3 years experience developing relationships with a variety of internal and external associates
What to Expect
Salary Range:
$141,300.00-$185,400.00Salary : $141,300 - $185,400
