What are the responsibilities and job description for the Tax Planning Expert position at MassMutual Careers?
Job Summary
We are seeking an experienced Tax Planning Expert to join our team at MassMutual Private Wealth & Trust. As a member of our senior leadership team, you will be responsible for developing and implementing comprehensive tax plans for high net-worth clients, staying up-to-date with changing tax laws and regulations, and communicating these developments to clients and internal stakeholders.
Key Responsibilities
- Develop and implement tax plans that minimize liabilities and maximize after-tax returns for clients.
- Stay current with changing tax laws and regulations, and provide guidance to clients and internal stakeholders on these developments.
- Collaborate with cross-functional teams to deliver exceptional client service and drive business growth.
- Identify opportunities to educate clients and internal staff on key risk issues related to tax law changes and their potential impact.
Requirements
- Undergraduate degree in a relevant field, such as finance, accounting, or law.
- At least 6 years of experience in the wealth management industry, with a focus on advanced wealth planning and tax planning strategies.
- Strong analytical and problem-solving skills, with the ability to analyze complex tax scenarios and develop effective solutions.
About Us
MassMutual Private Wealth & Trust is a leading provider of fiduciary and wealth management services to high net-worth individuals and families. Our team is dedicated to delivering exceptional client service and driving business growth through innovative solutions and strategic partnerships.
