Demo

Tax and Estate Strategist

MassMutual Careers
Windsor, CT Full Time
POSTED ON 2/18/2025 CLOSED ON 3/18/2025

What are the responsibilities and job description for the Tax and Estate Strategist position at MassMutual Careers?

About the Role:
This Advanced Wealth & Tax Strategist position requires an undergraduate degree and approximately 3 years of 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. The ideal candidate will have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Develop and implement comprehensive tax and estate plans for high net-worth clients.
  • Collaborate with internal teams to ensure accurate and timely tax compliance.
  • Provide educational seminars and workshops to MassMutual advisors, centers of influence, and clients on relevant tax matters.
Director, Tax, Trust and Estate Specialist
Charles Schwab -
Hartford, CT
Director, Tax, Trust and Estate Specialist
Charles Schwab -
West Hartford, CT
Tax Senior / Manager [Real Estate Partnerships]
CohnReznick LLP -
Hartford, CT

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Tax and Estate Strategist?

Sign up to receive alerts about other jobs on the Tax and Estate Strategist career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$73,496 - $93,409
Income Estimation: 
$94,538 - $119,494
Income Estimation: 
$101,493 - $142,466
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$94,700 - $117,561
Income Estimation: 
$94,700 - $117,561
Income Estimation: 
$117,813 - $152,327
Income Estimation: 
$116,747 - $155,141
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$120,877 - $156,226
Income Estimation: 
$141,735 - $180,909
Income Estimation: 
$186,150 - $261,080
Income Estimation: 
$202,368 - $292,394
Income Estimation: 
$186,751 - $256,970
Income Estimation: 
$174,945 - $229,966
Income Estimation: 
$61,002 - $75,970
Income Estimation: 
$67,563 - $90,175
Income Estimation: 
$101,493 - $142,466
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$73,496 - $93,409
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at MassMutual Careers

MassMutual Careers
Hired Organization Address Hartford, CT Full Time
Member Experience SpecialistMassMutual Federal Credit UnionFull-Time OnsiteSpringfield, MAThe OpportunityAs a Member Exp...
MassMutual Careers
Hired Organization Address MA Full Time
The Opportunity As a Life Claims Specialist you will work with beneficiaries, attorneys, trustees, executors, financial ...
MassMutual Careers
Hired Organization Address Springfield, MA Full Time
Member Experience SpecialistMassMutual Federal Credit UnionFull-Time OnsiteSpringfield, MAThe OpportunityAs a Member Exp...
MassMutual Careers
Hired Organization Address Hartford, CT Full Time
The OpportunityAs a member of the MassMutual Legal Department, this attorney will be an integral part of MassMutual's sm...

Not the job you're looking for? Here are some other Tax and Estate Strategist jobs in the Windsor, CT area that may be a better fit.

Advanced Wealth and Tax Strategist

MassMutual, Windsor, CT

AI Assistant is available now!

Feel free to start your new journey!