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High Net Worth Insurance Jobs in Colorado (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 Senior Manager, High Net Worth

Denver, CO · On-site

$110K - $210K/yr

As a Senior Manager on our High Net Worth Tax team , you'll provide personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll lead ...

Wipfli Advisory LLC

Tax Manager - High Net Worth

Denver, CO · On-site

$106K - $160K/yr

High Net Worth Individual tax experience required * Requires prior accounting and/or tax experience ... Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity ...

Cohen & Co.

Tax Manager, High Net Worth

Denver, CO · On-site

$85K - $155K/yr

As a Manager on our High Net WorthTax team,you'lldeliver personalized, high-touch service tohigh net worthindividuals and families with complex tax needs. In this role,you'llapply your ...

Wipfli LLP

Tax Manager - High Net Worth

Denver, CO · On-site

$106 - $160/hr

Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

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High Net Worth Insurance information

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 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 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 Colorado? The most popular types of High Net Worth Insurance jobs in Colorado are:
What are popular job titles related to High Net Worth Insurance jobs in Colorado? For High Net Worth Insurance jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching High Net Worth Insurance jobs in Colorado look for? The top searched job categories for High Net Worth Insurance jobs in Colorado are:
High Net Worth Insurance jobs near you
Infographic showing various High Net Worth Insurance job openings in Colorado 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.

Tax Associate (High-net-worth)

Bennett Thrasher LLP

Denver, CO • On-site

$60K - $80K/yr

Full-time

Re-posted 23 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 associate on our personal financial services/high-net-worth team, you will work as part of a team and utilize resources to add value to clients and assist with all stages of the preparation process for tax compliance engagements.
Key Responsibilities
  • Participate in the preparation of individual tax returns for high-net-worth clientele and utilize feedback to ensure accuracy and efficiency
  • Prepare income tax projections and estimate calculations for clients
  • Conduct research, analysis, development and summarization of financial information
  • Analyze accounting records, financial statements or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards
  • Maintain and organize client files in accordance with firm standards
  • Develop effective working relationships with clients and firm associates
  • Engages in professional communication with clients under supervision of Managers and Seniors
  • Communicate with the IRS and other state authorities in a professional manner when applicable
  • Supports Interns in professional development
  • Maintain open communication with management regarding the progress of completion on projects
  • Use critical thinking to investigate client financials and fix any discrepancies
  • Participate actively in training and developmental opportunities

Qualifications And Requirements
  • Bachelor's in accounting; Master's preferred (150 hour requirement threshold should be satisfied or a specific plan in place)
  • One busy season of tax experience, preferably with exposure to high-net-worth individual returns
  • Actively studying and preparing for the CPA certification if not already obtained
  • Strong commitment to professional and client service excellence
  • Proven time management, organizational and prioritization skills

Why Join Bennett Thrasher?
Bennett Thrasher is more than just a workplace-we foster a community of respect, innovation, and collaboration. We believe in empowering our associates to lead and grow while contributing to meaningful projects that impact both our clients and communities.
The base salary range for this position in Denver, CO only is between $65,000 to $80,000. Bennett Thrasher is accepting applications on an ongoing basis.
As an Equal Opportunity Employer, we value diversity and encourage applications from all qualified candidates, regardless of race, color, religion, national origin, gender identity, sexual orientation, or any other legally protected status. We are committed to building a workforce that reflects our values of inclusion and respect.
Ready to take the next step? Let's connect and discuss how you can thrive at Bennett Thrasher.
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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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