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High Net Worth Family Jobs (NOW HIRING)

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105K - $138K/yr

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 ...

Tax Manager - High Net Worth

Manhattan, NY · On-site

$122K - $160K/yr

Bachelor's degree in Accounting or Finance * CPA License or JD required * 12+ years continuous public accounting or family office tax experience * Strong experience with high net worth clients (trust ...

Tax Manager - High Net Worth

Manhattan, NY

$122K - $160K/yr

Bachelor's degree in Accounting or Finance * CPA License or JD required * 12+ years continuous public accounting or family office tax experience * Strong experience with high net worth clients (trust ...

Tax Manager, High Net Worth

Buffalo, NY · On-site

$85K - $155K/yr

As a Manager on our High Net Worth Tax team, you'll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll apply your ...

Tax Partner - High Net Worth

Boston, MA

$120K - $158K/yr

In this highly visible leadership role, you will serve high-net-worth individuals, family business owners, entrepreneurs, and family offices, guiding them through the full continuum of their ...

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High Net Worth Family information

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$14

$53

$72

How much do high net worth family jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for high net worth family 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.

What is a High Net Worth Family?

A High Net Worth Family refers to a household whose combined investable assets exceed a certain threshold, typically $1 million or more, excluding their primary residence. These families often require specialized financial management, estate planning, and investment strategies to preserve and grow their wealth across generations. They may work with private banks, wealth managers, and other financial professionals to address complex needs such as tax planning, philanthropy, and succession planning.

What are some common challenges faced by professionals working with high net worth families, and how can they be addressed?

Professionals serving high net worth families often navigate complex financial structures, intergenerational dynamics, and highly personalized service expectations. Challenges can include managing confidentiality, balancing diverse family interests, and ensuring seamless communication among advisors, family members, and external partners. To address these, it is important to establish clear boundaries, maintain proactive and transparent communication, and stay updated on industry best practices in wealth management and family governance. Building trust and understanding each family's unique values and goals is also critical to long-term success in this role.

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

To thrive as a High Net Worth Family Office Manager, you need expertise in wealth management, financial planning, and estate administration, typically supported by a degree in finance or accounting and relevant certifications such as CFA or CPA. Familiarity with portfolio management systems, tax software, and legal compliance tools is crucial. Exceptional discretion, organizational skills, and the ability to build trusted relationships are standout soft skills in this role. These competencies are vital to effectively safeguard and grow family wealth while maintaining privacy and meeting complex, multi-generational needs.

What is the difference between High Net Worth Family vs Wealth Manager?

AspectHigh Net Worth FamilyWealth Manager
CredentialsFinancial planning certifications, estate planning knowledgeFinancial advisor certifications, CFP, CFA
Work EnvironmentPrivate residences, family officesBanking institutions, advisory firms
Employer & IndustryFamily offices, private clientsFinancial institutions, independent firms
Primary FocusManaging family wealth, estate planningInvestment management, financial planning

While both roles involve managing wealth, a High Net Worth Family focuses on overseeing the overall financial well-being and estate planning for a wealthy family, often working closely with multiple generations. A Wealth Manager provides tailored investment advice and financial planning services to high-net-worth individuals, typically working within financial institutions or independent firms.

More about High Net Worth Family jobs
What cities are hiring for High Net Worth Family jobs? Cities with the most High Net Worth Family job openings:
What states have the most High Net Worth Family jobs? States with the most job openings for High Net Worth Family jobs include:
What job categories do people searching High Net Worth Family jobs look for? The top searched job categories for High Net Worth Family jobs are:
Infographic showing various High Net Worth Family job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.
Family Office Director

Full-time

Posted 7 days ago


Job description

The Family Office of a high-net-worth family and their multiple business ventures and family trusts (“Trusts”) located in Bozeman, Montana is seeking a Family Office Director. The Family Office Director  serves as the central hub for overseeing financial, legal, tax and administrative affairs of a high-net-worth family and their multiple business ventures and family trusts (“Trusts”). The Director will assist with the oversight of the financial matters for personal, business and Trusts and will perform many tasks including providing accounting and tax services, prepare/assist with business and personal financial statements, quarterly tax estimates, serve as primary contact and coordinate with legal and tax advisors to formulate tax strategies, review strategic investments, assist with long-term wealth planning, coordinating with attorneys for estate planning and Trust management, maintain estate plans, Trusts, and family legacy structures and ensure tax efficiency, compliance with regulations, and coordination of complex estate planning matters, and provide administrative services for the Trusts.

This position serves as a trusted financial partner, collaborating with attorneys, CPAs, bankers, investment advisors, and insurance professionals to coordinate Trust administration, maximize financial performance, mitigate risk, preserve intergenerational wealth, execute a comprehensive long-term wealth preservation and growth strategy, provide support for intergenerational wealth planning and family governance strategy. The ideal candidate is willing to work diligently, has a strong financial acumen, is strategic, discreet, and highly organized, with experience in accounting and financial reporting, income taxes, estate and trust matters, providing administrative services and support for various entity types including family Trusts, investment analysis, which includes making investment recommendations, and wealth planning for high-net-worth individuals. The position requires maintaining a personal presence and residence in Bozeman, Montana.


  • Bachelor’s degree in Accounting, Business, Finance, or related field required, MBA, CPA, CFP, CFA preferred.
  • 8+ years of progressive experience in accounting, financial preparation and reporting, wealth management, high-net-worth family office, or corporate finance.
  • Strong business acumen and investment sense, strategic thinker.
  • Exceptional discretion and trustworthiness: The role requires handling highly confidential financial and personal information with the utmost privacy.
  • This position will work closely with a family senior accountant.
  • Preferred: Experience in income tax, wealth management, estate and trust administration, legal, family office.
  • Preferred: Knowledge of trust structures, estate planning and tax strategy, investment portfolio strategy and analysis.
  • Preferred: Knowledge of legal and contractual issues.
  • Preferred: Ability to evaluate and conduct due diligence on investment opportunities (real estate, private businesses, venture, etc.).
  • Proven ability to work in a fast-paced, confidential environment supporting high-net-worth individuals or executives or corporate finance.
  • Excellent communication, analytical thinking, financial modeling, and strategic planning skills.
  • High integrity, professionalism, and discretion are essential.
  • Collaborative and capable of working with multiple professionals.

Equal Opportunity Employer Veterans/Disabled, E-Verify Employer