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Associate High Net Worth Insurance Jobs (NOW HIRING)

Bakertilly

High Net Worth Tax Principal

Clarks Summit, PA

$115K - $146K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

Bakertilly

High Net Worth Tax Principal

Philadelphia, PA

$126K - $159K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

Bakertilly

High Net Worth Tax Principal

Lancaster, PA

$121K - $153K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

Baker Tilly

High Net Worth Tax Principal

Philadelphia, PA · On-site

$126K - $159K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

Baker Tilly

High Net Worth Tax Principal

San Francisco, CA · On-site

$147K - $186K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

Frazier & Deeter

Tax Manager, High Net Worth

Atlanta, GA · On-site

$120K - $150K/yr

Job Summary: As a HNW Tax Manager , you work closely with partners, staff, and high net worth ... Experience supervising, training, developing, and reviewing the work of staff and senior associates ...

Bakertilly

High Net Worth Tax Principal

Pittston, PA

$118K - $149K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

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Associate High Net Worth Insurance information

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$26K

$67.1K

$144.5K

How much do associate high net worth insurance jobs pay per year?

As of Jun 9, 2026, the average yearly pay for associate high net worth insurance in the United States is $67,113.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $78,000.00 per year, depending on experience, location, and employer.
What are the most commonly searched types of High Net Worth Insurance jobs? The most popular types of High Net Worth Insurance jobs are:
Associate High Net Worth Insurance jobs near you
Infographic showing various Associate High Net Worth Insurance job openings in the United States as of June 2026, with employment types broken down into 53% Full Time, and 47% Part Time. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $67,113 per year, or $32.3 per hour.
Tax Manager, High Net Worth

Tax Manager, High Net Worth

Frazier & Deeter

Charlotte, NC • On-site

$108K - $142K/yr

Full-time

Posted yesterday

Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
Job Summary:
As a HNW Tax Manager, you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and closely held entities, often involving complex, multi-jurisdictional considerations. You also support business development efforts, cultivate long term client relationships, and serve as a key point of contact for designated clients, delivering a high touch, advisory focused experience.
Our professionals have one goal in mind when working with clients - to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
Duties & Responsibilities:
  • Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
  • Understand client's business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
  • Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
  • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
  • Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
  • Review work performed by team members, providing constructive feedback to ensure quality and accuracy
  • Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
  • Extensive knowledge of federal, state, and local tax regulations
  • Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously

Education & Experience:
  • A Bachelor's degree and/or Master's degree in Accounting.
  • Active CPA license required.
  • 5+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance, and consulting.
  • Deep understanding of estate, gift, and trust tax laws and their application.
  • Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
  • Familiarity with family office services and private foundation structures
  • Proven expertise in overseeing complex client engagements and delivering high-quality client service
  • Ability to develop tax planning strategies for clients
  • Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates

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