High Net Worth Tax Senior

Northwestern Mutual High Net Worth Tax Senior YesterdaySaved Hybrid Milwaukee, WI, USA 89K-154K Annually Senior level 89K-154K Annually Senior levelFintech • Insurance • Financial ServicesPrepare federal and state individual, entity, passthrough, and trust tax returns for high-net-worth clients. Develop tax projections, perform financial and tax analyses, support tax planning presentations, and recommend strategies involving investments, life insurance, business planning, and estate planning. Collaborate with CPAs, financial advisors, legal professionals, and internal teams to deliver integrated tax solutions and address complex client circumstances.Top Skills: Bna Income Tax PlannerCch Axcess TaxExcelMicrosoft Powerpoint