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High Net Worth Insurance Jobs in Tennessee (NOW HIRING)

Frazier & Deeter

Tax Manager, High Net Worth

Nashville, TN · Hybrid

$107K - $140K/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 ...

Frazier & Deeter

Tax Manager, High Net Worth

Nashville, TN · On-site

$107K - $140K/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 ...

Career Search

Tax Manager - High Net Worth

Memphis, TN · On-site +1

$99K - $130K/yr

The High Net Worth Tax Manager role is a great opportunity for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. The LBMC Tax Manager reviews ...

Elliott Davis

Tax Manager - High Net Worth

Nashville, TN · Hybrid

$107K - $140K/yr

We are looking for a Tax Manager to join our High Net Worth tax practice. This candidate will oversee the tax preparation process primarily for individuals and trusts to ensure compliance with state ...

Elliott Davis

Tax Manager - High Net Worth

Chattanooga, TN · Hybrid

$101K - $132K/yr

We are looking for a Tax Manager to join our High Net Worth tax practice. This candidate will oversee the tax preparation process primarily for individuals and trusts to ensure compliance with state ...

Elliott Davis

Tax Manager - High Net Worth/ FWS

Nashville, TN · Hybrid

$107K - $140K/yr

Job Summary We are looking for a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group. This candidate will oversee tax preparation and perform the technical review ...

RSM

Tax Manager - Ultra High Net Worth

Nashville, TN

$107K - $140K/yr

Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Our ...

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High Net Worth Insurance information

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 Tennessee?

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

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

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

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

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

High Net Worth Insurance jobs near you
Infographic showing various High Net Worth Insurance job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution.

Tax Manager - High Net Worth

NorthPoint Search Group

Nashville, TN • On-site

$107K - $140K/yr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Tax Manager - High Net Worth - Nashville, TN

A CPA with at least five years of public accounting experience and specialized expertise in trust, estate, gift, and high-net-worth individual taxation. Performs final technical reviews, leads tax engagements, manages staff, and provides expert guidance on estate, trust, and gift tax matters. Full-time position available immediately in Nashville, TN. To enhance the firm's estate, trust, and high-net-worth tax capabilities through strong technical leadership, quality oversight, and proactive client service. A collaborative, professional setting that values expertise, communication, development, and high-quality client service. Competitive and commensurate with experience.

The Tax Manager Estates, Trusts & High-Net-Worth leads complex compliance and planning engagements, oversees technical reviews, mentors staff, and strengthens client relationships while ensuring exceptional quality and confidentiality.

Key Responsibilities:

  • Provide final technical review on tax returns and related documents across the client base.
  • Research complex tax issues and recommend effective solutions.
  • Stay current on changes in tax legislation and accounting procedures.
  • Direct, schedule, and manage client engagements to ensure timely completion.
  • Communicate with clients to support their best interests and deliver exceptional service.
  • Lead and support staff and supervisors by providing resources, guidance, and a positive work environment.
  • Monitor the quality of completed work and team performance.
  • Assign, track, and manage tasks and projects completed by staff and supervisors.
  • Take an active role in developing and mentoring team members.
  • Build and nurture internal and external relationships to support business development opportunities.
  • Oversee billing, collections, WIP monitoring, aging, and write-downs.
  • Participate in internal CPE and training initiatives.

Qualifications:

  • CPA certification required.
  • Minimum of five years of public accounting experience.
  • Experience preparing and reviewing Forms 1041, 706, and 709, as well as high-net-worth 1040 returns and related planning.
  • Demonstrated leadership and staff development skills.
  • Strong decision-making capabilities with initiative.
  • Ability to remain calm and effective under pressure.
  • Excellent organization and ability to prioritize a heavy workload.
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About NorthPoint Search Group

Sourced by ZipRecruiter

NorthPoint Search Group is a full-service recruiting firm specializing in the placement of Top Tier professionals on a temporary, temp-to-hire and a direct-hire basis. We use a consultative approach to provide our clients with customized staffing solutions.

Industry

Recruiting and staffing services

Company size

1 - 10 Employees

Headquarters location

Atlanta, GA, US

Year founded

2003

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