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High Net Worth Individuals Jobs (NOW HIRING)

Levelociti

Tax Manager - High Net Worth Focused

Denver, CO · Hybrid

$130K - $165K/yr

Looking for a strong Tax Manager with specialty in high net worth individuals as well as Estate, Gift, Trust & Flow Through Entity Taxation Compensation: Up to 150k base + bonus + full benefits We're ...

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

$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 ...

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

As of Aug 22, 2026, the average hourly pay for high net worth individuals 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 individual?

High Net Worth Individuals (HNWIs) are people whose investable assets exceed a certain threshold, typically $1 million or more, excluding their primary residence. Financial institutions use this classification to offer specialized wealth management, investment, and banking services tailored to the needs of affluent clients. The definition of HNWI can vary by institution or country, but they are generally considered a key segment in private banking and financial advisory services.

What does a high net worth individual do?

A job related to High Net Worth Individuals (HNWIs) typically involves providing specialized financial, investment, or lifestyle management services to clients with significant assets. Professionals in this field may work in private banking, wealth management, estate planning, or luxury concierge services. Their role often includes advising on asset allocation, tax strategies, and risk management to preserve and grow wealth. Strong relationship management and financial expertise are key to succeeding in this career.

What skills and qualifications are needed to work with high net worth individuals?

To thrive as a Private Wealth Manager for High Net Worth Individuals, you need expertise in financial planning, investment strategies, and risk management, usually backed by a degree in finance or related certifications like CFP or CFA. Familiarity with financial analysis software, portfolio management systems, and compliance tools is typically required. Exceptional interpersonal skills, discretion, and the ability to build trust are vital for maintaining strong client relationships in this field. These skills are crucial for safeguarding and growing clients’ wealth while providing personalized service and maintaining confidentiality.

What are common challenges in managing relationships with high net worth individuals?

Professionals working with High Net Worth Individuals often face challenges such as maintaining high levels of confidentiality, providing highly personalized service, and responding quickly to complex financial needs. Building trust is critical, as HNWIs expect proactive communication and tailored solutions that align with their unique goals. Additionally, navigating intricate regulatory requirements and coordinating with legal, tax, and investment experts are frequent aspects of the role, requiring strong organizational and interpersonal skills.

What is the difference between High Net Worth Individuals vs Wealth Managers?

AspectHigh Net Worth IndividualsWealth Managers
CredentialsNo specific certifications requiredCertifications like CFP, CFA often required
Work EnvironmentPrivate clients, personal settingsFinancial firms, advisory offices
Employer & IndustryIndividuals, families, private sectorsFinancial institutions, advisory firms
Search & Comparison IntentUnderstanding client profilesFinancial planning, investment management

High Net Worth Individuals are private clients with significant assets, while Wealth Managers are professionals who provide financial advice and management services to such clients. The main difference lies in their roles: HNWIs are the clients, and Wealth Managers are the service providers helping them grow and protect their wealth.

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High Net Worth Individuals jobs near you
Infographic showing various High Net Worth Individuals 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 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

Tax Manager - High Net Worth Focused

Levelociti

Denver, CO • Hybrid

$130K - $165K/yr

Full-time

PTO

Re-posted 19 days ago

Job description

Job Title: Tax Manager

Location: Denver, CO

Hybrid: Flexible schedule; some staff come in 2 - 3 days a week

Role Summary: Looking for a strong Tax Manager with specialty in high net worth individuals as well as Estate, Gift, Trust & Flow Through Entity Taxation

Compensation: Up to 150k base + bonus + full benefits


We're a privately owned 150+ employee CPA firm based out of Chicago with operations out of Denver too. For 60+ years, we've organically grown by assisting clients across the US.


Role Responsibilities


  • Review variety of tax returns including individual, partnerships, S corporation, C corporation, trust, gift, estate and/or not for profit tax returns
  • Research tax issues and legislation and exercise professional judgement with respect to issue identification to develop solutions to tax issues
  • Assist with business development and firm marketing initiatives
  • Mentor, develop and retain staff through active participation in the firm mentoring program


Qualifications


  • Bachelor's and/or Master's degree in Accounting or Taxation
  • CPA license
  • 5+ years of public accounting experience
  • Knowledge of CCH tax software
  • Specializing in high net worth individuals as well as Estate & Gift, Trust or Flow Through Entities


Compensation & Benefits


  • Competitive salary up to $165k
  • Bonus - annual discretionary up to 15%
  • Full benefits package
  • 5 weeks PTO


If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com


To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/