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High Net Worth Planning Assistant
High Net Worth Planning Assistant-March 2024
Milwaukee
Mar 28, 2026
About High Net Worth Planning Assistant

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Primary Duties & Responsibilities Analyze income tax recordsand returns of individuals and flow through businesses to identityplanning opportunities. Partner with other highly-credentialedprofessionals on the team and NM advisors to deliver planning strategiesand solution recommendations for clients. Stay current on income taxlaws/regulations and tax planning trends. Consult with attorneys andaccountants to implement strategies and solve complex planning issues onbehalf of clients Research and analyze tax issues to assist NM advisorsDeliver tax and financial projections for use in planning engagementsServe as a thought leader on income tax related topics Qualifications:Bachelor\'s degree in Accounting Master\'s degree in Accountingpreferred. Active CPA license. Minimum of 7 tyears relevant individualincome tax experience with a national, regional or local accountingfirm, family office or financial services company. Trust and estate taxexperience is preferred. Client centric verbal and written communicationskills with emphasis on ability to articulate complex information in anunderstandable way Experience in high-net-worth individuals Familiaritywith income tax planning software and tools Strong verbal and writtencommunication skills with the ability to articulate complex informationand tax law Strong interpersonal skills and demonstrated ability to workon a team Compensation Range: Pay Range - Start: \$110,040.00 PayRange - End: \$204,360.00 Northwestern Mutual pays on ageographic-specific salary structure and placement in the salary rangefor this position will be determined by a number of factors includingthe skills, education, training, credentials and experience of thecandidate; the scope, complexity as well as the cost of labor in themarket; and other conditions of employment. At Northwestern Mutual, itis not typical for an individual to be hired at or near the top of therange for their role and compensation decisions are dependent on thefacts and circumstances of each case. Please note that the salary rangelisted in the posting is the standard pay structure. Positions incertain locations (such as California) may provide an increase on thestandard pay structure based on the location. Please click foradditional information relating to location-based pay structures. Growyour career with a best-in-class company that puts our client\'sinterests at the center of all we do. Get started now! We are an equalopportunity/affirmative action employer and all qualified applicantswill receive consideration for employment without regard to race, color,religion, gender identity or expression, sexual orientation, nationalorigin,... For full info follow application link. EEO/AAEmployer/Vets/Disability ***** APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/1E36BDFB47FA48AC Qualified females, minorities, andspecial disabled veterans and other veterans are encouraged to apply.

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