At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Summary :
Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM’s high net worth clients;
directs all phases of team’s operations; contributes to development and drives execution of tax planning strategy.
Primary Duties & Responsibilities :
- Drives execution of tax planning strategy to differentiate the company and its advisors in high net worth market
- Leads development and delivery of tax planning solutions to meet evolving needs of top advisors and high net worth clients
- Leverages tax planning expertise to position NM as thought leader to advisors, clients and external centers of influence
- Creates and implements a structure for the team as it grows and evolves
- Builds and manages relationships with top advisors to maximize effectiveness of team
- Consults with advisors and clients on complex high-profile situations
- Identifies opportunities and leads initiatives across the company that advance NM’s tax planning capabilities
- People management responsibilities supporting our people vision and employee experience, including developing and retaining a team, creating an inclusive environment, and driving high performance.
Qualifications :
- CPA Required. Other advanced degrees or designation preferred; CFP, MBA, JD
- Series 6 or 7 (or within 9 months of hire date)
- Minimum of 10 years of relevant work experience including at least 4 of private client experience or in financial services industry
- Broad understanding of estate and business planning strategies, financial planning, investment and insurance products
- Demonstrated strength consulting with high net worth clients ($20M+) and financial advisors
- Client centric written and verbal communication skills
- Experience developing and executing strategy in dynamic environment
- Ability to influence, advocate and implement change with internal and external stakeholders
- Excellent manager skills to grow and develop CPAs, effectively use resources or deep technical expertise
Compensation Range : Pay Range - Start :
Pay Range - Start : $146,440.00
$146,440.00
Pay Range - End : $271,960.00
$271,960.00
Job Posting End Date :
06 / 28 / 2024
The timeline for this job posting may be shortened or extended based on organizational needs
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