Senior Tax Manager

Job not on LinkedIn

🔥 41 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $176k - $264k / year

⏰ Full Time

🟠 Senior

💰 Tax

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Northwestern Mutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1869

💸 Finance

🛡️ Insurance

Finance • Insurance

Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

📋 Description

• Manage and review complex federal and state income tax returns for high-net-worth and ultra-high-net-worth individual clients, including final review and signing responsibility • Review tax projections and individual, business/pass-through, or fiduciary tax information to identify planning opportunities, technical issues, and matters requiring escalation • Provide advanced tax planning consultation for HNW individuals, executives, business owners, trustees, and related entities • Collaborate with tax, financial planning, legal, investment, and insurance professionals to integrate tax strategies into financial, estate, business succession, and wealth planning recommendations • Analyze client tax and financial circumstances to develop practical recommendations • Communicate planning concepts, compliance considerations, and strategic recommendations to advisors and clients • Support quality control, workflow discipline, and risk management for in-house tax preparation and planning services • Build relationships across Northwestern Mutual to address complex client circumstances and support tax compliance and advisory service delivery • Mentor, review, and develop tax professionals

🎯 Requirements

• Bachelor’s degree in accounting, taxation, or a related field required • Active CPA license required • Typically requires 15+ years of progressively responsible tax experience • Advanced high-net-worth individual income tax planning and compliance experience • Significant experience with either business/pass-through taxation or fiduciary/trust taxation • Broad understanding of estate planning, business owner planning, financial planning, investments, and insurance concepts • Experience consulting with high-net-worth and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth • Experience consulting with financial advisors or other professional advisors • Client-centric written and verbal communication skills • Strong tax research skills, including applying federal and state tax law to complex client facts and planning scenarios • Experience operating in a dynamic environment and helping develop or improve processes preferred • Experience with CCH Axcess Tax software preferred • Ability to mentor, review, and develop tax professionals • Collaborative team player with sound professional judgment, strong attention to detail, and commitment to quality and risk management • Comfortable evaluating, testing, and integrating AI technologies • Advanced degree or additional credentials such as MST, JD, or LL.M. preferred but not required