High Net Worth Senior Tax Manager

About the role

Northwestern Mutual is seeking a highly experienced tax professional to join Sophisticated Planning Strategies team as a senior member of our in-house tax preparation and planning team. In this role, you will provide advanced individual income tax planning and compliance support for high-net-worth and ultra-high-net-worth clients, while also bringing significant expertise in either business/pass-through taxation or fiduciary/trust taxation. You will review and sign federal and state income tax returns, evaluate tax projections, identify planning opportunities, and collaborate with financial, legal, and tax professionals to integrate tax strategies into broader financial and estate planning recommendations. This role is ideal for a seasoned CPA who enjoys complex technical work, advisor and client consultation, and the opportunity to help shape a growing tax preparation service within a holistic wealth planning environment. The successful candidate will bring sound professional judgment, strong technical tax capabilities, and the ability to communicate complex tax concepts clearly to advisors and clients.

Responsibilities

• 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.
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