Northwestern Mutual

High-Net-Worth Tax Planning Assistant Director

Northwestern Mutual

3 months ago
Remote
Full Time
Senior
0 applicants
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Northwestern Mutual
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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.

Skills

Qualifications

Bachelor's DegreeActive CPA LicenseJuris Doctor (JD)Master's Degree (Preferred)
Northwestern Mutual

About Northwestern Mutual

northwesternmutual.com

Northwestern 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.

About Northwestern Mutual

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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