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Assistant Director Income Tax Planning

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

What's the role?

At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Career Distribution (CD) function, which is at the forefront of working across the company’s headquarters and the nation-wide group of advisors to achieve sales and growth objectives.

We are seeking a Tax Accounting professional to join our High-Net-Worth Concierge Planning team. The role of this team is to partner with Northwestern Mutual's top advisors and their teams to develop and deliver sophisticated plans to high net worth clients with complex wealth transfer, tax, business succession, and charitable planning needs. We provide expertise and innovative solutions that differentiate NM and our Advisors working with High Net-Worth clientele.

Reporting to the Senior Director of Concierge Planning, this person will analyze income tax returns of individuals, and flow-through businesses, to identify planning opportunities. They will also be expected to consult with attorneys and accountants to implement strategies and solve complex planning issues on behalf of clients.

Primary Duties & Responsibilities

Partner with other highly-credentialed professionals on the team and NM advisors to deliver planning strategies and solution recommendations for clients.

Stay current on income tax laws/regulations and tax planning trends.

Consult with attorneys and accountants to implement strategies and solve complex planning issues on behalf of clients

Research and analyze tax issues to assist NM advisors

Deliver tax and financial projections for use in planning engagements

Serve as a thought leader on income tax related topics

Bring your best! What the role requires:

  • 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 or financial services company. Trust and estate tax experience is preferred.
  • Client centric verbal and written communication skills with emphasis on ability to articulate complex information in an understandable way
  • Experience in high-net-worth individuals
  • Familiarity with income tax planning software and tools
  • Strong verbal and written communication skills with the ability to articulate complex information and tax law
  • Strong interpersonal skills and demonstrated ability to work on a team

Benefits:

  • Competitive base pay!
  • 401K
  • Pension plan
  • Educational assistance
  • Performance based incentive pay
  • Medical, dental and vision insurance
  • Parental leave
  • Caregiver time off
  • ….and more

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.

We will offer reasonable accommodations

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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!

W e 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 Colorado 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.