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Senior Tax - PCS / HNWI

Pasadena, CA · On-site

$89.60K - $111.10K/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 · 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 ...

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 ...

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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.

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.
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Infographic showing various Hnwi job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution.
Gift, Estate, Trust and HNWI Tax Supervisor

Gift, Estate, Trust and HNWI Tax Supervisor

Advantage Group

Concord, CA • On-site, Remote

$121.80K - $159.70K/yr

Full-time

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

Job description

Gift, Estate, Trust and HNWI Tax Supervisor

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 hybrid roles are available and they hire candidates from all over the country.

It will be integral to the tax planning of individuals, trusts and businesses 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

  • Has earned a bachelor's, preferably Masters, degree with an emphasis on Tax
  • Is a licensed CPA
  • Has 7+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax
  • Has performed exceptionally in environments that required high level of technical tax proficiency
  • Is experienced with and ability to research complex tax issues
  • Has a depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative ways
  • Is able to establish, maintain and grow relationships with customers
  • Has experience mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax
  • Is an excellent verbal and written communicator

Additional Information

All your information will be kept confidential according to EEO guidelines.

Remote and hybrid roles are available and this role is open to candidates in the United States.

Apply