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High Net Worth Client Service Manager Jobs (NOW HIRING)

CFS

Senior Tax Manager

Great Falls, VA · Hybrid

$150K - $200K/yr

... client service over several decades. They are looking for someone who genuinely enjoys public ... Established Client Base - Opportunity to step into an existing book of high-net-worth individuals ...

Huntington

Private Bank Wealth Advisor IV

Chicago, IL · On-site +1

... and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds ... Responsible for providing legendary client service to retain client relationships. Builds strong ...

Huntington

Private Bank Wealth Advisor IV

Chicago, IL · On-site +1

... and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: * Builds ... Responsible for providing legendary client service to retain client relationships. * Builds strong ...

Anew Recruiting

Senior Wealth Manager

Salt Lake City, UT · Hybrid

$200K - $225K/yr

... Client Relationship Management * Serve as the primary advisor for high-net-worth and family office ... Contribute to a culture of professionalism, collaboration, and exceptional client service.

UMB Financial

Trust Sales Advisor

Dallas, TX · On-site

... managing client relationships with Private Wealth's ultra-high net worth Trust market segment.The PWTSA will grow and service an existing book of clients including many of PWM's high-profile and more ...

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High Net Worth Client Service Manager information

What are the key skills and qualifications needed to thrive as a High Net Worth Client Service Manager, and why are they important?

To thrive as a High Net Worth Client Service Manager, you need a solid background in finance or wealth management, strong analytical skills, and often a relevant degree or certifications like the CFP or Series 7/66. Familiarity with CRM platforms, financial planning software, and compliance systems is typically required. Exceptional interpersonal skills, discretion, and proactive problem-solving distinguish top performers in this role. These capabilities are critical for building trust, delivering tailored solutions, and ensuring high client satisfaction among affluent clientele.

What is a High Net Worth Client Service Manager?

A High Net Worth Client Service Manager is a financial professional who specializes in managing the relationships and service needs of clients with significant assets, typically those considered 'high net worth.' They act as the main point of contact for these clients, providing personalized financial solutions, coordinating with specialists for wealth management, and ensuring an exceptional client experience. Their responsibilities often include overseeing investment portfolios, addressing complex financial needs, and facilitating access to exclusive banking or investment products tailored to affluent individuals.

How does a High Net Worth Client Service Manager typically collaborate with financial advisors and other specialists to meet client needs?

A High Net Worth Client Service Manager works closely with financial advisors, portfolio managers, and tax or estate planning specialists to deliver a seamless client experience. They act as the primary point of contact for clients, coordinating meetings, managing complex account requests, and ensuring all service needs are addressed promptly. This collaborative environment allows the service manager to leverage the expertise of various specialists, ensuring tailored solutions that address each client's unique financial goals and challenges.

What is the difference between High Net Worth Client Service Manager vs Wealth Advisor?

AspectHigh Net Worth Client Service ManagerWealth Advisor
CredentialsRelevant certifications like CFP or CIMA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial institutions, private banks, wealth management firmsFinancial advisory firms, banks, independent practices
Primary FocusManaging client relationships, service delivery, client retentionProviding investment advice, financial planning, portfolio management
Employer & Industry UsageUsed in private banking and wealth management sectorsCommon in financial planning and investment advisory sectors

While both roles serve high-net-worth clients, the High Net Worth Client Service Manager primarily focuses on client relationship management and service delivery, whereas the Wealth Advisor emphasizes providing investment advice and financial planning. The roles often overlap but differ in core responsibilities and daily tasks.

Infographic showing various High Net Worth Client Service Manager job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution.

Senior Tax Manager

CFS

Great Falls, VA • Hybrid

$150K - $200K/yr

Full-time

Medical, Retirement, PTO

Posted 24 days ago

Job description

Senior Tax Manager / Tax Director – Partner Track

Salary: $150,000 – $200,000+ (potential flexibility for exceptional experience)

Location: Northern Virginia (Great Falls Area)

Office Situation: Primarily in-office during tax season with some hybrid flexibility outside busy season once established

Why This Opportunity Stands Out:

This is a rare opportunity to join a highly respected boutique public accounting firm with an established private-client practice, long-term client relationships, and a real path toward future partnership.

This is not a churn-and-burn environment. The firm has built a strong reputation through referrals, retention, and relationship-driven client service over several decades. They are looking for someone who genuinely enjoys public accounting, values client relationships, and wants long-term growth in a collaborative environment.

What makes this role especially unique:

  • Real Partnership-Track Potential – Leadership is actively planning for long-term succession and client transition
  • Established Client Base – Opportunity to step into an existing book of high-net-worth individuals, trusts, estates, and closely held businesses
  • Excellent Work-Life Balance for Public Accounting – Limited overtime outside tax season
  • Strong Compensation & Benefits:
    • Base salary up to $200K+ depending on experience
    • Bonus potential
    • 3% 401(k) match
    • Employer-paid health benefits contribution
    • CPE/CPA support
    • Generous PTO structure with additional OT-to-vacation conversion
  • Tight-Knit, Professional Team – Direct access to firm leadership with a collaborative, low-ego environment
  • Focused Tax Practice – No audit work and no international tax
  • Growing Firm – Strong referral pipeline and continued organic growth

Key Responsibilities:

  • Prepare and review 1040, 1041, 1065, and 1120S tax returns
  • Manage relationships with private clients, trusts, estates, and closely held businesses
  • Review tax work and support junior staff development
  • Provide tax planning and advisory support to clients
  • Assist with long-term client relationship transition and succession planning
  • Utilize CCH Axcess and QuickBooks within tax workflow processes

Qualifications:

  • Required:
    • CPA required
    • 7+ years of public accounting tax experience
    • Strong hands-on 1040 experience
    • Public accounting background
    • Experience managing client relationships
    • Strong communication skills
    • Ability to work onsite during tax season
    • Interest in long-term public accounting and leadership growth
  • Preferred:
    • Trust & estate experience
    • Pass-through entity experience (1065 / 1120S)
    • Private client or high-net-worth client exposure
    • CCH Axcess experience
    • QuickBooks experience
    • Boutique or regional CPA firm background
    • Experience mentoring or reviewing staff work

If you’re looking for a long-term public accounting opportunity where you can grow professionally, build meaningful client relationships, and potentially step into future leadership, this is absolutely worth a conversation.

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#INJUN2026

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#LI-HYBRID

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

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