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High Net Worth Insurance Sales Representative Jobs

Frazier & Deeter

Tax Manager, High Net Worth

Charlotte, NC · Hybrid

$108K - $142K/yr

As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...

Bakertilly

High Net Worth Tax Principal

San Francisco, CA · On-site

$147K - $186K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

High Net Worth Tax Principal

Williamsport, PA · On-site

$113K - $143K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Baker Tilly

High Net Worth Tax Principal

Chicago, IL · On-site

$128K - $162K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Frazier & Deeter

Tax Manager, High Net Worth

Las Vegas, NV · Hybrid

$106K - $139K/yr

As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...

RSM

Tax Partner - Ultra High Net Worth

Los Angeles, CA · On-site

$119K - $156K/yr

Candidates must be familiar with high-net-worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax ...

CFS

Senior Tax Manager - High Net Worth

Houston, TX · On-site

$180K - $200K/yr

Represent the firm at industry events and networking opportunities * Oversee engagement planning ... Strong experience with High Net Worth (HNW) / Private Client Services (PCS) clients is required ...

RSM

Tax Partner - Ultra High Net Worth

Tampa, FL · On-site

$104K - $137K/yr

Candidates must be familiar with high-net-worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax ...

CFS

Senior Tax Manager - High Net Worth

Houston, TX · On-site

$180K - $200K/yr

Represent the firm at industry events and networking opportunities * Oversee engagement planning ... Strong experience with High Net Worth (HNW) / Private Client Services (PCS) clients is required ...

CFS

Senior Tax Manager - High Net Worth

Houston, TX · On-site

$180K - $200K/yr

Represent the firm at industry events and networking opportunities * Oversee engagement planning ... Strong experience with High Net Worth (HNW) / Private Client Services (PCS) clients is required ...

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How much do high net worth insurance sales representative jobs pay per year?

As of Sep 13, 2026, the average yearly pay for high net worth insurance sales representative in the United States is $66,888.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to High Net Worth Insurance Sales Representative jobs?

For High Net Worth Insurance Sales Representative jobs, the most frequently searched job titles are:

Infographic showing various High Net Worth Insurance Sales Representative 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 $66,888 per year, or $32.2 per hour.

Tax Manager, High Net Worth

Charlotte, NC • Hybrid

Frazier & Deeter
Accounting Services • 51 - 200 employees
Learn more about Frazier & Deeterexternal

$108K - $142K/yr

Full-time

Re-posted 6 days ago

Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!  

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. 

Job Summary:

As a HNW Tax Manager, you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and closely held entities, often involving complex, multi-jurisdictional considerations. You also support business development efforts, cultivate long term client relationships, and serve as a key point of contact for designated clients, delivering a high touch, advisory focused experience. 

Our professionals have one goal in mind when working with clients - to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties & Responsibilities:

  • Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
  • Understand client's business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
  • Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
  • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
  • Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
  • Review work performed by team members, providing constructive feedback to ensure quality and accuracy
  • Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
  • Extensive knowledge of federal, state, and local tax regulations
  • Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously

Education & Experience: 

  • A Bachelor's degree and/or Master's degree in Accounting.
  • Active CPA license required.
  • 5+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance, and consulting.
  • Deep understanding of estate, gift, and trust tax laws and their application.
  • Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
  • Familiarity with family office services and private foundation structures
  • Proven expertise in overseeing complex client engagements and delivering high-quality client service
  • Ability to develop tax planning strategies for clients
  • Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates

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