Demo

High-Net-Worth Tax Planning Assistant Director

Northwestern Mutual Careers
Milwaukee, WI Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/13/2025

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Primary Duties & Responsibilities

  • Analyze income tax records and returns of individuals and flow through entities to identity tax planning opportunities.
  • Partner with other highly-credentialed professionals on the team and NM advisors to deliver tax planning strategies and solutions for advisors' clients.
  • Stay current on income tax laws / regulations and tax planning trends.
  • Consult with attorneys, analysts, and other CPAs to implement strategies and solve complex planning issues on behalf of clients.
  • Research and analyze tax issues to assist NM advisors.
  • Deliver tax projections in combination with analysts' financial projections for planning engagements.
  • Serve as a thought leader on income tax related topics.

Qualifications :

  • Bachelor's degree in Accounting
  • Master's degree in Accounting preferred.
  • Active CPA license.
  • Minimum of 7 years relevant individual income tax experience with a national, regional or local accounting firm, family office or financial services company.  Additional business or trust and estate tax experience is preferred.
  • Client centric verbal and written communication skills with emphasis on ability to articulate complex tax concepts in an understandable way.
  • Experience in high-net-worth individuals
  • Familiarity with income tax planning software and tools
  • Strong interpersonal skills and demonstrated ability to work on a team
  • LI-Hybrid >

    partially onsite, partially remote

    Compensation Range : Pay Range - Start :

    110,040.00

    Pay Range - End : 204,360.00

    Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please c lick here for additional information relating to location-based pay structures.

    Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

    We are an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

    If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

    FIND YOUR FUTURE

    We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups
  • PandoLogic. Category : Legal, Keywords : Attorney, Location : Milwaukee, WI-53205

    Salary : $204,360

    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 High-Net-Worth Tax Planning Assistant Director?

    Sign up to receive alerts about other jobs on the High-Net-Worth Tax Planning Assistant Director career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $127,862 - $172,812
    Income Estimation: 
    $164,723 - $225,977
    Income Estimation: 
    $120,877 - $156,226
    Income Estimation: 
    $105,098 - $158,737
    Income Estimation: 
    $140,569 - $203,638
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $166,649 - $223,513
    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
    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
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Northwestern Mutual Careers

    Northwestern Mutual Careers
    Hired Organization Address Milwaukee, WI Full Time
    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
    Northwestern Mutual Careers
    Hired Organization Address Milwaukee, WI Full Time
    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
    Northwestern Mutual Careers
    Hired Organization Address Milwaukee, WI Full Time
    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
    Northwestern Mutual Careers
    Hired Organization Address Milwaukee, WI Full Time
    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...

    Not the job you're looking for? Here are some other High-Net-Worth Tax Planning Assistant Director jobs in the Milwaukee, WI area that may be a better fit.

    HIGH NET WORTH TAX PLANNING CONSULTANT

    Northwestern Mutual, Milwaukee, WI

    High Net Worth Tax Planning Consultant

    Northwestern Mutual Careers, Milwaukee, WI

    AI Assistant is available now!

    Feel free to start your new journey!