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High Net Worth Rep Jobs (NOW HIRING)

Baker Tilly

High Net Worth Tax Principal

Philadelphia, PA · On-site

$126.10K - $159.40K/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

Lancaster, PA

$121.50K - $153.60K/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

Pensacola, FL · Hybrid

$104.90K - $137.50K/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

Plymouth, MN · Hybrid

$117.20K - $153.60K/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

Alpharetta, GA · On-site

$108.40K - $142.10K/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

Charlotte, NC · Hybrid

$108.40K - $142.10K/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

Columbia, MD · Hybrid

$110.20K - $144.40K/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

Huntsville, AL · On-site

$109.40K - $143.40K/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

Atlanta, GA · Remote

$106.70K - $139.90K/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

Philadelphia, PA

$126.10K - $159.40K/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

Tampa, FL · On-site

$104.90K - $137.50K/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

Huntsville, AL · Hybrid

$109.40K - $143.40K/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 · Hybrid

$107.20K - $140.50K/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

Clarks Summit, PA · On-site

$115.80K - $146.40K/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 · On-site

$120K - $150K/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

New Castle, PA

$112.60K - $142.40K/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 · On-site

$147.30K - $186.20K/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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How much do high net worth rep jobs pay per hour?

As of May 31, 2026, the average hourly pay for high net worth rep 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 are the key skills and qualifications needed to thrive as a High Net Worth Rep, and why are they important?

To thrive as a High Net Worth Rep, you need in-depth financial knowledge, strong sales acumen, and relevant industry certifications such as FINRA Series 7 and 66 or 65. Familiarity with wealth management platforms, CRM systems, and financial planning software is typically required. Excellent interpersonal skills, discretion, and the ability to build lasting client relationships distinguish top performers in this role. These skills are crucial for providing tailored financial solutions, maintaining client trust, and managing complex portfolios for affluent clients.

How does a High Net Worth Rep typically collaborate with internal teams to meet client needs?

As a High Net Worth Rep, you will regularly coordinate with specialists in investment management, estate planning, and tax advisory to deliver comprehensive solutions tailored to affluent clients. Collaboration often involves team meetings to discuss client goals, strategize portfolio adjustments, and ensure seamless execution across departments. This cross-functional approach not only enhances client satisfaction but also provides you with exposure to various financial disciplines, fostering professional growth and deeper industry knowledge.

What is a High Net Worth Rep?

A High Net Worth Representative, often called a High Net Worth Rep, is a financial professional who specializes in managing the investment portfolios and financial needs of clients with significant assets, typically individuals or families with over $1 million in investable assets. These representatives provide personalized financial advice, estate planning, tax strategies, and wealth management services tailored to the unique needs of affluent clients. Their goal is to help clients grow, protect, and transfer their wealth effectively while ensuring a high level of service and confidentiality.

What is the difference between High Net Worth Rep vs Financial Advisor?

AspectHigh Net Worth RepFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; CFP often preferredCFP, Series 7, 66, or 65 licenses; CFP common
Work EnvironmentBank or brokerage firm serving affluent clientsIndependent or firm-based, serving a broad client base
Employer & IndustryFinancial institutions, private banksFinancial planning firms, independent practices
Search & Comparison IntentHigh Net Worth Rep vs Financial Advisor

High Net Worth Reps primarily focus on serving affluent clients within banks or brokerages, offering investment and banking services. Financial Advisors may serve a broader client base, providing comprehensive financial planning. While both roles require similar licenses and certifications, their work environments and client focus differ.

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High Net Worth Rep jobs near you
Infographic showing various High Net Worth Rep job openings in the United States as of May 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 100% Physical job distribution, with an average salary of $111,761 per year, or $53.7 per hour.
High Net Worth Tax Principal

High Net Worth Tax Principal

Baker Tilly

Philadelphia, PA • On-site

$126.10K - $159.40K/yr

Full-time

Posted 4 hours ago

Baker Tilly rating

8.6

Company rating: 8.6 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

5th of 17 rated bookkeepers and accountants

Job description

Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert?
Are you inspired to lead a practice, lead people and make a difference for your clients?
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. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.
You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
What you will do:
  • 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
  • Invest in your professional development individually and through participation in firm wide learning and development programs
  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
  • Enjoy friendships, social activities and team outings that encourage a work-life balance

Successful candidates will have:
  • 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

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