Advanced Wealth and Tax Strategist
Windsor, Connecticut Marketing & Communications Job ID R15700Advanced Wealth & Tax Strategist
Hybrid - Windsor, CT or Boston, MA
The Opportunity
As an Advanced Wealth & Tax Strategist for the MassMutual Trust Company, 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 the Trust Company.
The Team
The Trust Company 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 Trust Company clients as well as staff. The 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 the Trust Company’s value proposition, the Advanced Wealth & Tax Strategist will provide support to the Trust Company 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 Trust Company (internally and externally), monitor legislation and regulatory developments and model impacts of legislative proposals.
Provide consultation to internal Trust Company 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 for the Trust Company, 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 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.
Ethics 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.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment.
Salary Range: $141,300.00-$185,400.00 ApplyJobs Like This One
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About MassMutual®
At MassMutual, we believe in the value of being together in our offices and in personal flexibility.
Our work environment is one where the majority of our team members work a hybrid schedule — working at least three days in the office (Tuesday, Wednesday and a third day) and the rest remotely, balancing flexibility with in-person collaboration. While the majority of our employees follow this hybrid model, some of our roles continue to be 100% on-site and others may be 100% remote, subject to business needs.
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members, policyowners and customers, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts. At MassMutual, we Live Mutual.