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High Net Worth Family Jobs (NOW HIRING)

Cohen & Co.

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 ...

Cherry Bekaert

Tax Partner - High Net Worth

Boston, MA · On-site

$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

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

As of Sep 8, 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 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 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 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.

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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:

High Net Worth Family jobs near you
Infographic showing various High Net Worth Family 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, 2% Contract, and 1% Nights. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

Tax Manager, High Net Worth

Linking Organizations and Workforce

Little Falls, NJ • Hybrid

$112K - $147K/yr

Full-time

Re-posted 22 days ago

Job description

The Client:

Our client is a premier boutique accounting and advisory and accounting litigation practice, serving High Net Worth clients in the US. This client is committed to a culture of multi-generational collaboration, and building authentic, lasting relationships with our clients and our team members and is expanding rapidly.

Position Overview:

The Tax Manager will join our thriving High Net Worth practice group, working alongside a talented team of tax professionals who are passionate about delivering exceptional value to clients. This role offers the flexibility to manage your own schedule, significant career advancement opportunities with direct partner mentorship, and clear partner-track potential for those who desire it.

The role we have open is a Tax Manager level opening in the High Net Worth practice. The practice serves closely held businesses, real estate developers, high-net-worth investors, community associations, attorneys, and specialty real estate programs. Relocation is a consideration.

Responsibilities:

  • Preparation and review of high net worth individual and small to medium size business tax returns for gift, estate and tax-exempt entities
  • Professionally manage all aspects of the client relationship
  • Prepare financial statements
  • Auditing support
  • Client communication and supervising firm staff
  • Offsite work at the client's location

Required Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA license is highly desired (or active pursuit with completion expected within 12 months)
  • Master's degree in Taxation (MST) or Juris Doctorate (JD) a plus.
  • 6–8 years of public accounting experience focused in tax, including 4 years specializing in high-net-worth tax. Leadership experience (minimum 3 years) in supervising or managing teams is a plus.
  • Proficient in preparing and reviewing complex K-1s for partnerships, S-corps, and trusts, including tracking partner/shareholder basis and flow-through income allocations
  • Experience with gift and estate tax return preparation (Forms 706, 709) and related planning strategies for high-net-worth clients
  • Knowledge of fiduciary income tax matters, including trust accounting income and Form 1041 preparation and review
  • Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.  Proficiency UltraTax a plus
  • Experience with small and mid-sized Tax firms is required

This exclusive opportunity is brought to you by Linking Organizations & Workforce (BSI), a boutique executive search firm partnering exclusively with top-tier organizations to identify transformational leadership talent. We distinguish ourselves through our authentic, relationship-centered approach and unwavering commitment to quality taking the time to deeply understand both your career vision and our clients' distinctive cultures. Our personalized search methodology and dedication to excellence have earned the trust of industry-leading firms who rely on us to build their most critical leadership teams. For confidential discussions about this role or other executive opportunities with premier organizations, contact Barbara directly at hire@bsalvadorinternational.com

Equal Employment Opportunity Statement

We are an equal opportunity employer committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic. We comply with all applicable federal, state, and local employment laws and are committed to providing reasonable accommodations to qualified individuals with disabilities during the application process and employment.

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