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High Net Worth Clientele Sales Jobs (NOW HIRING)

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105K - $138K/yr

Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele. * Innovation and process improvement - help ...

Leah Yosef International, Inc.

Managing Partner

Seattle, WA · On-site

$132K/yr

Mentor the team of Senior Wealth Advisors in providing best in class service to high net worth and ultra high net worth clientele * Serve as the Lead Wealth Advisor to a select group of complex ...

Bennett Thrasher LLP

Tax Associate (High-net-worth)

Denver, CO · On-site

$60K - $80K/yr

Participate in the preparation of individual tax returns for high-net-worth clientele and utilize feedback to ensure accuracy and efficiency * Prepare income tax projections and estimate calculations ...

Leah Yosef International, Inc.

Wealth Advisor

Irvine, CA · On-site

$300K/yr

Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset ...

Oliver Wyman

High Net Worth Account Manager

Active 2-20 insurance license * 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.

Marsh LLC

High Net Worth Account Manager

Miami, FL · On-site

Active 2-20 insurance license * 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.

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As of Sep 14, 2026, the average hourly pay for high net worth clientele sales in the United States is $53.73, according to ZipRecruiter salary data. Most workers in this role earn between $46.39 and $61.30 per hour, depending on experience, location, and employer.

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Infographic showing various High Net Worth Clientele Sales job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

Tax Manager - High-net-worth

Atlanta, GA • On-site

Bennett Thrasher LLP
Accounting Services • 201 - 500 employees
Learn more about Bennett Thrasher LLPexternal

$105K - $138K/yr

Full-time

Re-posted 14 days ago

Job description

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth.
Position OverviewAs a tax manager on our personal financial services team, you will help drive strategy, mentor and coach team members, manage engagements, and client communications.
Key Responsibilities
  • Client relationship management - help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
  • Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
  • Innovation and process improvement - help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.

Qualifications And Requirements
  • Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
  • Minimum of 3+ years in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
  • Entrepreneurial mindset - driven to help build, grow, and lead the practice.
  • Technical expertise - deep knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building. Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
  • Excellent communication/interpersonal skills and a client-centric mindset.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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