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Regal Executive Search

Senior Tax - PCS / HNWI

Pasadena, CA · On-site

$89K - $111K/yr

Tax Senior Associate, PCS / HNWI Our client, a rapidly growing regional accounting firm, is currently looking for a Tax Senior Associate for its Private Client Services / High Net Worth tax practice.

Pursuit

Director of Individual Giving

New York, NY · On-site

What You'll Own The HNWI portfolio and major gifts pipeline You will build and run a year-round strategy for individual giving at the major and principal gift levels. This includes identifying and ...

Cybercoders

Tax Senior

Tomball, TX · On-site +1

The Tax Senior will manage a portfolio that includes high-net-worth individuals (HNWI) and business clients, ensure compliance and accurate tax filings, provide tax planning and research, and ...

Pursuit

Director of Individual Giving

New York, NY · Hybrid

What You'll Own The HNWI portfolio and major gifts pipeline You will build and run a year-round strategy for individual giving at the major and principal gift levels. This includes identifying and ...

Cybercoders

Tax Manager

Needham, MA · Hybrid

$120K - $158K/yr

S. tax matters for HNWI and UHNWI clients, delivering strategic tax planning, ensuring compliance, and building trusted client relationships. The Tax Manager will supervise a small team, coordinate ...

Cybercoders

Tax Senior

Tomball, TX · On-site +1

Provide tax planning and compliance advice for high net worth individuals (HNWI), closely held businesses, partnerships and corporations. * Manage client relationships: serve as primary point of ...

Levelociti

Tax Manager

Plano, TX · Hybrid

$130K - $180K/yr

Our team is currently searching for a Tax Manager or a Senior Tax Manager specialization with HNWI's and affiliated businesses, who enjoys a collaborative, low-ego respectful culture. We believe in ...

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Hnwi information

What are HNWIs?

HNWIs, or High-Net-Worth Individuals, are people who possess a significant amount of investable financial assets, typically excluding their primary residence. The threshold to be considered an HNWI varies by institution, but it usually refers to individuals with at least $1 million in liquid assets. HNWIs often receive specialized financial services, investment options, and wealth management advice from banks and financial institutions due to their substantial assets.

What are the key skills and qualifications needed to thrive as a High-Net-Worth Individual (HNWI) wealth advisor, and why are they important?

To thrive as an HNWI wealth advisor, you need a deep understanding of financial planning, investment strategies, and tax regulations, typically supported by a finance degree and certifications like CFP or CFA. Expertise in portfolio management software, CRM systems, and financial analysis tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust set top advisors apart in managing complex client relationships. These skills are crucial for providing tailored advice and maintaining long-term, high-value client partnerships.

What are some common challenges faced by professionals who manage HNWI (High Net Worth Individual) client relationships?

Managing relationships with HNWI clients often involves navigating complex financial needs, maintaining a high level of personalized service, and responding quickly to evolving client expectations. Professionals in this role must stay updated on market trends, understand a broad range of investment products, and ensure confidentiality and discretion. Building trust and long-term relationships is crucial, as HNWI clients typically expect proactive communication and bespoke solutions that address their unique financial goals.
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Infographic showing various Hnwi job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 59% Physical, 7% Hybrid, and 34% Remote job distribution.
Gift, Estate, Trust and HNWI Tax Senior

Gift, Estate, Trust and HNWI Tax Senior

Advantage Group

Concord, CA • On-site, Remote

Full-time

Posted 9 days ago

Job description

Company Description

Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally.

We have established deep relationships, some lasting over 20 years, with real decision makers.

We offer long term opportunities along with a real understanding of the companies that we represent.

We will provide insight and information ensuring that you are making the right decision about the right opportunity for you.  We are as committed to and passionate about your success as we are about the companies that we represent.

Job Description

This role is with a well-established, stable and growing firm located in the Walnut Creek area. They offer real career growth and competitive compensation. Remote and hyrbid roles are available and they hire candidates from all over the country.

It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations.  

Responsibilities will include the technical review of tax returns while collaborating  with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow.

Qualifications
  • Bachelor’s, preferably Masters, degree with an emphasis on Tax or Accounting
  • Licensed CPA or EA
  • 10+ years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041)
  • High level of technical tax proficiency with attention to detail 
  • Ability to research and resolve complex tax issues
  • An excellent verbal and written communicator
  • Experience w/ CCH ProSystem or Lacerte

Additional Information

Candidate based out of the Bay Area are preferred. Firm is located in the Concord/Pleasant Hill/Walnut Creek area.