US National Labor Exchange Home
High Net Worth Tax Planning Assistant - MILWAUKEE, WI,

Job Information

Job Order ID :
WI3665058
# of Positions :
1
Minimum Education Level :
Bachelor's Degree
Experience Required :
Training :
Bachelors Degree
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: 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 businesses to identity
planning opportunities. 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 Qualifications:
Bachelor\'s degree in Accounting Master\'s degree in Accounting
preferred. Active CPA license. Minimum of 7 tyears relevant individual
income tax experience with a national, regional or local accounting
firm, family office 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 #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 click 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\... For full info follow
application link. EEO/AA Employer/Vets/Disability \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/D0BF57490DC14C95 Qualified females,
minorities, and special disabled veterans and other veterans are
encouraged to apply.

Company Information

Name :
NORTHWESTERN MUTUAL LIFE INSURANCE

Application Information

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