High-Net-Worth Tax Planning Assistant Director

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

Primary Duties & Responsibilities

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

• Analyze income tax records and returns of individuals and flow through entities to identify 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 :

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.

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.

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!

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Salary : $110,040 - $204,360