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High Net Worth Insurance Jobs in California (NOW HIRING)

Jobtailor

High Net Worth Tax Principal

Los Angeles, CA · On-site

$180 - $260/hr

* Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform technical ...

Baker Tilly

High Net Worth Tax Principal

Los Angeles, CA · On-site

$134K - $170K/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

San Francisco, CA

$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

San Diego, CA

$132K - $167K/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

Pasadena, CA

$136K - $172K/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

Los Angeles, CA

$134K - $170K/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

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

Irvine, CA

$134K - $169K/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.

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High Net Worth Insurance information

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$14

$53

$71

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

As of Aug 30, 2026, the average hourly pay for high net worth insurance in California is $53.03, according to ZipRecruiter salary data. Most workers in this role earn between $45.77 and $60.48 per hour, depending on experience, location, and employer.

What is a high net worth insurance?

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 skills and qualifications are needed for high net worth insurance?

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 common challenges in high net worth insurance?

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.

What are the most commonly searched types of High Net Worth Insurance jobs in California?

The most popular types of High Net Worth Insurance jobs in California are:

What are popular job titles related to High Net Worth Insurance jobs in California?

For High Net Worth Insurance jobs in California, the most frequently searched job titles are:

What job categories do people searching High Net Worth Insurance jobs in California look for?

The top searched job categories for High Net Worth Insurance jobs in California are:

High Net Worth Insurance jobs near you
Infographic showing various High Net Worth Insurance job openings in California as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $110,297 per year, or $53 per hour.

High Net Worth Tax Principal

Los Angeles, CA • On-site

Jobtailor
See more jobs at Jobtailorexternal

$180 - $260/hr

Other

Posted 14 days ago

Job description

  • Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
  • Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
  • Advise and make recommendations to clients on business succession planning
  • Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
  • Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Requirements
  • An undergraduate degree in accounting or law required
  • CPA or JD required
  • Experience as a leader in a public accounting firm in the Tax space
  • Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
  • Six (6)+ years supervisory experience, mentoring and counseling associates
  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
  • Eligibility to work in the U.S., without sponsorship, highly preferred
Core Competencies

Demonstrates expertise in tax planning and consulting for high-net-worth individuals and families, with a strong focus on personal, trust, estate, and gift taxation. Proven ability to lead client engagements, manage teams, and deliver exceptional client service while maintaining compliance and ethical standards.

Highest-signal resume keywords
  • Tax Planning and Consulting
  • Personal Taxation
  • Trust Taxation
  • Estate and Gift Taxation
  • Leadership and Supervision
ATS Optimization Keywords Hard Skills
  • Tax Return Review
  • Business Succession Planning
  • Charitable Taxation
  • Partnership Taxation
  • Corporate Taxation
Soft Skills
  • Client Service
  • Mentoring
  • Networking
  • Continuous Learning
  • Attention to Detail
Certifications & Qualifications
  • CPA
  • JD
Industry Keywords
  • High-Net-Worth Individuals
  • Family Offices
  • Investment Entities
  • Public Accounting
  • Compliance
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