High-Net-Worth Tax Planning Assistant Director
Northwestern Mutual(1 month ago)
About this role
A senior-level tax specialist focused on income tax matters for high-net-worth individuals and flow-through entities within Northwestern Mutual’s advisory practice. The role requires advanced credentials and extensive experience to support advisors and collaborate with legal and financial planning teams.
Required Skills
- Income Tax
- Tax Planning
- Tax Research
- Estate Planning
- Client Communication
- Tax Software
- Interpersonal Skills
- Advisory Collaboration
Qualifications
- Bachelor's Degree
- Active CPA License
- Juris Doctor (JD)
- Master's Degree (Preferred)
About Northwestern Mutual
northwesternmutual.comNorthwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance. Find a financial advisor and get started on your plan today.
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