Advanced Wealth and Tax Strategist

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 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. The Advanced Wealth & Tax Strategist will report to the Head of Fiduciary & Wealth Services and will look for opportunities to educate staff and advisors on key risk issues specific to tax law changes and their potential impact. As part of our value proposition, the Advanced Wealth & Tax Strategist will provide support in conducting reviews of trust documents. The Impact: Provide advanced sales consultation on case design by identifying client needs, developing strategies to meet their needs, and delivering appropriate tax and trust solutions. 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 liquidity events. Provide thought leadership for the company, monitor legislation and regulatory developments, and model impacts of legislative proposals. Consult with internal Trust Officers for ongoing client tax-related matters. Conduct seminars for MassMutual advisors, CPA’s, estate planning attorneys, and clients on relevant tax matters. Support Tax Officers to satisfy tax accounting, reporting, and compliance requirements. Build collaborative business relationships within Tax and across Company work groups. Ensure appropriate policies, procedures, and practices are in place to maintain compliance with 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 various Business Resource Groups. Ethics and integrity will be valued by a company with a strong ethical track record. Salary Range: $141,300.00-$185,400.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We’ve been around since 1851 and have learned to ensure our customers are our top priority. To meet and exceed their expectations, we must have the best people providing the best thinking, products, and services. We celebrate an inclusive, vibrant, and diverse culture that encourages growth, openness, and opportunities for everyone. A career with MassMutual means being part of a strong, stable, and ethical business with industry-leading pay and benefits. Your voice will always be heard. MassMutual is an Equal Employment Opportunity employer. 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

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