What are the responsibilities and job description for the Tax Planning Expert position at Massachusetts Mutual Life Insurance Company?
Estate and Wealth Advisor Role
In this hybrid position, you will work from either Windsor, CT or Boston, MA to join an aggressively growing organization focused on solving complex investment, tax, and estate planning needs of high net-worth clients.
The Opportunity:
You will bring deep technical expertise to guide longer-term investment and estate needs of our clients, while ensuring tax accounting, reporting, and compliance requirements are met 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.
Responsibilities:
- Develop and implement comprehensive wealth planning strategies for high net-worth clients.
- Collaborate with internal teams to ensure seamless delivery of investment, fiduciary, and client services.
- Stay up-to-date on legislative and regulatory developments to inform business strategy and decisions.
- Build and maintain strong relationships with clients, advisors, and internal stakeholders.
Skills and Qualifications:
- Undergraduate degree in finance, accounting, or related field.
- 6 years of experience in the wealth management industry.
- 3 years of experience with advanced wealth planning and tax planning strategies, including estate and gift tax planning, fiduciary income tax issues, and trust administration for high net-worth clients.
- Excellent communication and interpersonal skills.
