High Net Worth Tax Senior
At a glance
Senior Tax role at Northwestern Mutual. Milwaukee · full-time · $89,360–$134,040 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare federal and state individual returns alongside passthrough entity and trust filings
- Build tax projections and calculations for planning materials and advisor or client presentations
- Review client financial and tax details, then develop recommendations that help lead CPAs guide decisions
- Help assess tax and financial solutions involving investments and life insurance
- Support tax consultations and planning, including work integrated with financial and estate planning
What you bring
- A bachelor’s degree in accounting is required
- You have at least three recent tax seasons, including two full years preparing individual and entity income taxes
- You’ve supported high-net-worth clients or advisors with individual tax planning
- CCH Axcess Tax preparation experience is required
- You’ve used tax-planning software such as BNA Income Tax Planner or a comparable tool
Who this fits
This senior role suits a tax preparer ready to deepen expertise in individual tax optimization, business planning, and high-net-worth strategies. The CPA designation is preferred; you must pass all four exam parts within eighteen months of hire if you have not already done so.
From the employer
About the Job:
Are you a detail-oriented tax professional with a passion for helping clients navigate the complexities of tax planning? Join our team at Northwestern Mutual, where you'll be instrumental in preparing federal and state individual and entity income tax returns and projections for our valued clients. Collaborate with a team of tax, financial, and legal experts to deliver comprehensive advisory services tailored to each client's needs. You will have the opportunity to engage in entity tax return preparation, further broadening your expertise. We prioritize work-life balance and offer a supportive environment that fosters professional growth and collaboration. If you have income tax preparation and planning experience, we invite you to apply and become a key player in delivering exceptional tax solutions to our high-net-worth clients. Experience the benefits of working with a company that values your well-being and career development.
What You'll Do:
Prepare individual state and federal income tax returns, as well as passthrough entity and trust returns.
Prepare tax projections and other calculations to support tax planning deliverables or presentations for advisors’ clients.
Analyze clients’ financial and tax information to recommend strategies to lead CPAs that drive client decision-making and be willing to further develop these skills.
Assist with analyses that examine and position tax and financial solutions with a focus on Northwestern Mutual’s approach of integrating investments and life insurance.
Assist other CPA team members with presentations to advisors and clients.
Build and leverage relationships within the division to help address unique client circumstances in the high-net-worth marketplace.
Provide support to other CPA team members for consultations and tax planning as a stand-alone service, or to collaboratively build and integrate tax planning solutions into financial and estate planning.
What You'll Bring to the Role:
Bachelor's degree in accounting required.
Minimum of 3 recent tax seasons, to include 2 full years of individual and entity income tax preparation experience, as well as experience in assisting HNW clients, other team members, and/or advisors with related individual tax planning.
Existing tax knowledge and a willingness to deepen experience and knowledge in individual tax optimization, business planning, and other high-net-worth tax strategies.
An advanced designation of CPA is preferred and passing all four parts of CPA exam required within 18 months of hire.
Strong analytical skills.
Effective written and verbal communication skills with a client-oriented approach to translating complex to understandable.
Experience with tax planning software, such as BNA Income Tax Planner or similar tools.
Experience with CCH Axcess Tax preparation software required.
Strong Microsoft Excel skills desired and some experience in PowerPoint preferred.
Tax research experience preferred, or a willingness to learn.
Team player, with the ability to work with others frequently.
Compensation Range:
Pay Range - Start:
$89,360.00Pay Range - End:
$134,040.00Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
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