Mutual Opportunities
Advanced Wealth and Tax Strategist
Windsor, Connecticut; Boston, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
Advanced Wealth & Tax Strategist
Hybrid - Windsor, CT or Boston, MA
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.
Ethics and integrity will be valued by a company with a strong ethical track record.
#LI-JLH3
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. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $141,300.00-$185,400.00
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 MassMutual employee engagement survey
Award-Winning Culture
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 and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. 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.
We strive to embrace diversity in every sense, focusing on building a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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