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High Net Worth Insurance Jobs (NOW HIRING)

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105.50K - $138.30K/yr

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 ...

The Greene Group

Tax Manager - High Net Worth

Manhattan, NY · On-site

$122.20K - $160.10K/yr

Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting ...

The Greene Group

Tax Manager - High Net Worth

Manhattan, NY

$122.20K - $160.10K/yr

Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting ...

Bennett Thrasher LLP

Tax Associate (High-net-worth)

Denver, CO · On-site

$60.20K - $80.30K/yr

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 ...

Lang Insurance

Be Seen First

Personal Lines Insurance, Private Client Advisor - High Net Worth

Hauppauge, NY · On-site

$100K - $130K/yr

Minimum of 5 years high net-worth personal lines experience. * Active Property & Casualty Insurance License in good standing. * Must have the ability to work under pressure in a fast-paced ...

The Jonus Group

Personal Lines Account Manager

Dallas, TX

$44.70K - $60.60K/yr

The ideal candidate will have a strong background in high-net-worth insurance, excellent client relationship skills, and the ability to work collaboratively in a team-oriented environment. This is a ...

77 consultants

Tax Manager - High Net Worth

Atlanta, GA

$120K - $150K/yr

In this position, you will assume full responsibility for client engagements from initial planning to final delivery, overseeing and scrutinizing intricate tax returns for high-net-worth individuals ...

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

$120.60K - $158.10K/yr

In this highly visible leadership role, you will serve high-net-worth individuals, family business ... insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are ...

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

As of May 31, 2026, the average hourly pay for high net worth insurance 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 Insurance job?

A High Net Worth Insurance job involves specializing in insurance products and risk management solutions tailored for affluent individuals and families. Professionals in this role assess high-value assets such as luxury homes, fine art, yachts, and collectibles to provide customized coverage. They work closely with clients, brokers, and underwriters to mitigate unique financial risks. Strong knowledge of specialized insurance products and excellent client relationship skills are essential for success in this field.

What are the key skills and qualifications needed to thrive in the High Net Worth Insurance position, and why are they important?

To thrive in High Net Worth Insurance, you need expertise in insurance products tailored for affluent clients, strong risk assessment abilities, and usually a background in finance, business, or a relevant field. Familiarity with client management systems (CMS), underwriting software, and industry certifications like CPCU or CIC is often expected. Excellent relationship-building, discretion, and communication skills set top performers apart in advising and servicing high-value clients. These capabilities are crucial for protecting client interests, maintaining trust, and providing bespoke insurance solutions in a complex, confidential environment.

What are some common challenges faced in a High Net Worth Insurance role?

Professionals in High Net Worth Insurance often encounter complex risk profiles and unique asset portfolios that require tailored coverage and in-depth analysis. Navigating high client expectations, managing confidentiality, and staying up-to-date with evolving regulations and products can also be demanding aspects of the job. You may frequently collaborate with wealth managers, attorneys, and underwriters to design the best solutions for clients. Tackling these challenges effectively not only helps build long-term client relationships but also opens the door for career advancement into senior advisory or leadership positions within the field.
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High Net Worth Insurance jobs near you
Infographic showing various High Net Worth Insurance job openings in the United States as of May 2026, with employment types broken down into 74% Full Time, and 26% Part Time. Highlights an 99% Physical, and 1% Hybrid job distribution, with an average salary of $111,761 per year, or $53.7 per hour.
Tax Manager - High-net-worth

Tax Manager - High-net-worth

Bennett Thrasher LLP

Atlanta, GA • On-site

$105.50K - $138.30K/yr

Full-time

Posted 26 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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