High Net Worth Senior Tax Manager

What You'll Do: 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 as appropriate. Review tax projections and evaluate individual, business/pass-through, or fiduciary tax information to identify planning opportunities, technical issues, and areas requiring additional analysis or escalation. Provide advanced tax planning consultation for HNW individuals, executives, business owners, trustees, and related entities in coordination with advisors and internal subject matter experts. Collaborate with tax, financial planning, legal, investment, and insurance professionals to integrate tax strategies into broader financial, estate, business succession, and wealth planning recommendations. Analyze client tax and financial circumstances to develop practical recommendations that support informed advisors and client decision making. Communicate planning concepts, compliance considerations, and strategic recommendations to advisors and clients, often in a lead consultation role. Support quality control, workflow discipline, and risk management standards for the SPS in-house tax preparation and planning service lines. Build and leverage relationships across Northwestern Mutual to address complex client circumstances and support seamless delivery of tax compliance and advisory services. What You'll Bring to the Role: Bachelor’s degree in accounting, taxation, or a related field required. Active CPA license required. Advanced degree or additional credentials, such as MST, JD, or LL.M. preferred but not required. Typically requires 15+ years of progressively responsible tax experience, including advanced high-net-worth individual income tax planning and compliance experience. Significant experience with either business/pass-through taxation or fiduciary/trust taxation, including related planning and compliance matters. Broad understanding of estate planning, business owner planning, financial planning, investments, and insurance concepts, with the ability to recognize how income tax considerations affect broader planning recommendations. Demonstrated experience consulting with high-net-worth and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. Client-centric written and verbal communication skills, including the ability to explain complex tax concepts clearly and professionally to advisors and clients. Experience operating in a dynamic environment and helping develop or improve processes, standards, and service delivery practices preferred. Experience with CCH Axcess Tax software preferred. Demonstrated ability to mentor, review, and develop tax professionals while effectively leveraging internal and external resources. Strong tax research skills, including the ability to apply federal and state tax law to complex client facts and planning scenarios. Collaborative team player with sound professional judgment, strong attention to detail, and a commitment to quality and risk management. Comfortable evaluating, testing, and integrating AI technologies to drive efficiency, innovation, and continuous improvement. Skills You Have: Accountability - Holds self and their direct reports accountable for measurable, high-quality, timely, and cost-effective results, delivery, and execution. Determines objectives, sets priorities, delegates work to direct reports, and accepts responsibility for mistakes. Storytelling through Data - Communicates insights and opportunities from a dataset, using narratives, visualizations, and analysis. Financial Acumen - Applies the knowledge of financial statements, financial analysis, budgeting, forecasting, and financial modeling to ensure decisions are fiscally sound and responsible. Learning Agility & Critical Thinking - Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.

Pay Range: Start: $176,000.00 Pay Range - End: $264,000.00 Geographic Specific Pay Structure: Structure 110: $193,600.00 USD - $290,400.00 USD Structure 115: $202,400.00 USD - $303,600.00 USD We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. 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. Skills Accountability (NM), Learning Agility & Critical Thinking (NM), Storytelling through Data (NM), Financial Acumen (NM) FIND YOUR FUTURE We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups Powered by SonicJobs (an advertiser on Monster). By applying, you consent to share your data with SonicJobs and the employer. Monster or SonicJobs does not store or use your application data beyond facilitating the application. See Northwestern Mutual Privacy Policy at https://www.northwesternmutual.com/online-privacy-statement/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/privacy and Terms of Use at https://www.sonicjobs.com/terms