High-Net-Worth Tax Planning Assistant Director

Primary Duties & Responsibilities

• Analyze and review income tax records and returns of individuals and flow‑through entities to identify tax planning opportunities.
• Partner with other highly credentialed professionals on the team and to deliver tax planning strategies and solutions for clients.
• Stay current on income tax laws, regulations and tax planning trends.
• Consult with attorneys, analysts and other CPAs to implement strategies and solve complex planning issues on behalf of clients.
• Research and analyze tax issues to assist advisors.
• Deliver tax planning analyses and consultations alone or in combination with attorneys and financial planners on estate and financial planning engagements.
• Assist in tax return reviews for the tax preparation service line.
• Serve as a thought leader on income‑tax related topics.

• Bachelor's degree required.
• Active CPA license or JD required.
• Master's degree preferred.
• Minimum of 10 years relevant individual income tax experience with a national or regional accounting firm, family office or financial services company; additional business or trust and estate tax experience preferred.
• Client‑centric verbal and written communication skills with emphasis on ability to articulate complex tax concepts in an understandable way.
• Experience with high‑net‑worth individuals.
• Familiarity with income tax planning software and tools.
• Strong interpersonal skills and demonstrated ability to work on a team.

Pay Range - Start: $

Pay Range - End: $

Geographic Specific Pay Structure:
Structure 110: $ USD – $ USD
Structure 115: $ USD – $ USD

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. 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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