Northwestern Mutual

High Net Worth Tax Senior

Northwestern Mutual$89K — $154K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting required.
  • Minimum of 3 recent tax seasons, with 2 years focused on individual and entity income tax preparation.
  • Experience with high-net-worth clients and related tax planning.
  • Preferred CPA designation; must pass all CPA exam parts within 18 months of hire.
  • Strong analytical skills and effective communication abilities.
  • Familiar with tax planning software, including BNA Income Tax Planner and CCH Axcess Tax.
  • Proficient in Microsoft Excel; PowerPoint experience is a plus.

Responsibilities

  • Prepare state and federal income tax returns, including passthrough entity and trust returns.
  • Develop tax projections and calculations for tax planning presentations.
  • Analyze financial data to recommend tax strategies that support client decisions.
  • Support the integration of tax and financial solutions focused on high-net-worth clients.
  • Assist CPA team members with client presentations and consultative support.
  • Build relationships within the division to address unique client needs in wealth management.
  • Collaborate on tax planning solutions to enhance estate and financial planning services.

Benefits

  • Flexible hybrid work environment.
  • Opportunities for professional development and career growth.
  • Supportive team atmosphere with collaboration.
  • Access to advanced tax software and resources.
  • Focus on client-centered service delivery.
Full Job Description

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.

#LI-Hybrid

Compensation Range:

Pay Range - Start:

$89,360.00

Pay Range - End:

$134,040.00

Geographic Specific Pay Structure:

Structure 110:

$98,320.00 USD - $147,480.00 USD

Structure 115:


$102,800.00 USD - $154,200.00 USD

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 to learn more.


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About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages billion of dollars of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Northwestern Mutual Careers

Joining Northwestern Mutual presents a unique opportunity to be part of a team that is dedicated to empowering personal and professional growth, innovation, and leadership in the financial services industry. As a company renowned for its commitment to excellence and a culture that values diversity and inclusion, Northwestern Mutual offers unparalleled job opportunities for both seasoned professionals and those at the start of their careers.

Work You’ll Do

At Northwestern Mutual, we believe in building strong relationships not only with our clients but also among our team members. By joining our team, you will collaborate with some of the most talented professionals in the industry, all united in their commitment to leadership and innovation. Our employees are equipped with top-tier benefits and diversity training that ensure their career journey is both rewarding and inclusive.

Explore Professional Growth and Development

Northwestern Mutual is committed to fostering an environment where career growth is not just a possibility but a priority. With a variety of positions available, from financial representatives to internships for budding professionals, our company is a place where your skills and passion can thrive. We provide extensive training programs and leadership development opportunities that prepare you for success in your current role and beyond.

Innovative Work Environment

Our team at Northwestern Mutual is at the forefront of integrating cutting-edge technology and innovative financial strategies to provide exceptional service to our clients. This focus on innovation is not just about staying current; it's about leading the way in the financial sector. Employees at all levels are encouraged to contribute ideas and take initiative, driving the company forward as a leader in the financial industry.

Be Part of Our Diverse and Inclusive Team

Diversity and inclusion are more than just buzzwords at Northwestern Mutual; they are integral to our company culture and business strategy. We are committed to creating a workplace where all employees can flourish. Our diversity training programs are designed to enhance understanding and foster an inclusive environment for all team members.

Networking and Career Advancement

Networking within Northwestern Mutual opens doors to expansive career advancement opportunities. We encourage our employees to engage in internal networking events, which often lead to mentorship and further career development. Whether you are looking to enhance your resume, prepare for an interview, or step into a leadership role, Northwestern Mutual provides the resources and support to help you achieve your professional goals.

Join Our Team

Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to take their career to the next level. Explore the job opportunities and internships available at Northwestern Mutual and find out how you can contribute to our legacy of innovation and leadership.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Northwestern Mutual.

SEARCH NORTHWESTERN MUTUAL JOBS

Join us and start your journey at Northwestern Mutual today, where your career is nurtured, your skills are honed, and your achievements are celebrated.
Learn more about Northwestern Mutual
Size
7,000 employees
Industry

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