Investment Tax Senior Specialist

  • Full-time

Company Description

You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we’re much stronger together than we are apart. These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

Our business is about helping people secure their financial futures, and that starts with putting people first – our clients, our employees and our field representatives. Northwestern Mutual is known for financial strength. We’re strong, innovative and growing. Come grow with us.

Job Description

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care.  We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

 

This position has been classified as an Access Person, which will require the reporting of your personal securities transactions.

 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

 

What's the role?
Incumbent performs income tax accounting and reporting for all investment disciplines within Northwestern Mutual and its affiliated entities in accordance with statutory accounting principles (SAP), generally accepted accounting principles (GAAP) and federal tax laws and regulations.  He / She supports the Tax Division’s participation in regulatory audits.  Assists in the maintenance of an internal control structure that complies with Model Audit Rule. Routinely and systematically processes wash sale and straddle transactions.  Assists in and/or may lead investment system upgrade projects.

Bring Your Best! What this role needs:
  •  Bachelor’s degree majoring in Accounting.
  •  Minimum Experience – 3 plus years of professional experience working in public accounting and/or relevant industry experience.  
  •  Working knowledge of accounting for investments under federal tax laws and regulations, under statutory accounting principles (SAP) and under generally accepted accounting principles (GAAP). 
  •  Strong oral and written communication skills are required.
  •  Ability to problem solve: solve difficult problems with effective solutions; ability to ask good questions, probe, and see underlying or hidden problems and patterns and effective analysis skills.
  •  Effective analysis skills to include: ability to gather information systematically; consider a variety of issues or factors; grasp complexities and perceive relationships among problems or issues, seek input from others and use accurate logic in analyses.

 

 

Req ID: 5785
Position Type: Regular Full Time
Education Experience: Bachelor's Required
Employment Experience: 3-5 years
Licenses/Certifications: None
FLSA Status: Exempt
Posting Date: 04/06/2016

Qualifications

Additional Information