Advanced Wealth & Tax Strategist
Hybrid - Windsor, CT; Boston, MA; New York City
The Opportunity
As an Advanced Wealth & Tax Strategist for MassMutual Private Wealth & Trust, you will have an opportunity to join an aggressively growing organization which is focused on solving the complex investment, tax and estate planning needs of high net-worth clients. The ideal candidate will bring deep technical expertise, insights, and consultation to guide the longer-term investment and estate needs of our clients, in addition to satisfying the tax accounting, reporting and compliance requirements for MassMutual Private Wealth & Trust.
The Team
MassMutual Private Wealth & Trust is responsible for providing investment, fiduciary and client service offerings to private wealth clients and their families. In addition, the team is responsible for identifying regulatory changes and market trends and providing these insights to prospective and existing clients as well as staff. The Advanced Wealth & Tax Strategist will report to the Head of Fiduciary & Wealth Services. There is a key educational aspect and responsibility to this role as the they will look for opportunities to educate staff and advisors one-on-one and through group meetings on key risk issues specific to tax law changes and the potential impact. As part of a core element of our value proposition, the Advanced Wealth & Tax Strategist will provide support in conducting reviews of trust documents as well.
The Impact:
Provide advanced sales consultation on case design by identifying client needs, developing strategies to meet their needs, and ultimately delivering an appropriate tax and trust solution.
Demonstrate ability to communicate complex strategies and financial concepts in an easily understood manner for financial advisors, clients and their tax and legal partners.
Provide client consultation for tax planning purposes and for liquidity events.
Provide thought leadership for the company (internally and externally), monitor legislation and regulatory developments and model impacts of legislative proposals.
Provide consultation to internal Trust Officers for ongoing client tax related matters.
Conduct seminars for MassMutual advisors, centers of influence such as CPA’s and estate planning attorneys, and for clients specific to relevant tax matters.
Support of Tax Officers to satisfy tax accounting, reporting and compliance requirements, including oversight of the Tax Committee.
Build collaborative business relationships within Tax and across Company work groups.
Ensure appropriate policies, procedures and practices are in place and remain updated to maintain compliance with all fiduciary laws and regulations.
The Minimum Qualifications
Undergraduate degree
6+ years experience in the wealth management industry
3+ years experience with advanced wealth planning and tax planning strategies, including estate and gift tax planning, fiduciary income tax issues and trust/fiduciary administration for High Net Worth Clients
3+ years experience developing relationships with a variety of internal and external associates
The Ideal Qualifications
J.D., CFP or post-graduate degree in Tax/Accounting/Finance
Experience with business entities, business liquidations, estate settlement, special needs trusts and/or unique asset management
What to Expect as Part of MassMutual and the Team
Regular meetings with the MassMutual Private Wealth & Trust leadership team.
Focused one-on-one and development discussions with your manager.
Opportunity to work with others and to mentor and be mentored.
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups.
E thics and integrity will be valued by a company with a strong ethical track record.
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MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need....Department: Operations Reports To: Director of Business Operations Position Summary We are seeking an experienced Microsoft Dynamics 365 Technical Analyst to oversee, maintain, and continuously improve our existing Dynamics 365 environment. This individual...
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