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Hnwi Jobs in Florida (NOW HIRING)

The Third Group

Tax Senior Manager

West Palm Beach, FL · On-site

Manage engagement economics, including budgets, realization, and staffing across the HNWI service line * Respond to IRS and state tax notices and manage audits involving high net worth individuals ...

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What is a high-net-worth individual (HNWI)?

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?

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 high-net-worth individual (HNWI) 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 Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 65% Physical, 15% Hybrid, and 20% Remote job distribution.

Tax Senior Manager

The Third Group

West Palm Beach, FL • On-site

Full-time

Posted 21 days ago

Key responsibilities

  • Oversee tax compliance and planning engagements for high net worth individuals, families, and related entities.

  • Review and manage the preparation of complex tax returns and related entity filings.

  • Manage client relationships, coordinate with other professionals, and respond to tax notices and audits.

Job description

Position Summary
The Tax Senior Manager will oversee tax compliance and planning engagements for high net worth individuals, families, and their related entities, including trusts, estates, family partnerships, and closely held businesses. This role requires deep technical expertise in individual, trust, and estate taxation, strong client relationship management skills, and the ability to lead and develop a team while working closely with partners on practice growth.

Key Responsibilities

  • Oversee tax compliance and planning engagements for high net worth individuals, multi-generational families, trusts, estates, and related entities
  • Advise clients and families on income tax planning, estate and gift tax planning, and wealth transfer strategies
  • Review and manage preparation of complex individual, fiduciary (Form 1041), gift (Form 709), and estate tax returns, as well as related entity returns (partnerships, S-corporations)
  • Coordinate with clients' attorneys, financial advisors, and family office staff on integrated wealth planning strategies
  • Research and analyze complex tax issues affecting high net worth clients, preparing technical memoranda and client-ready deliverables
  • Manage and grow key client relationships, serving as a primary advisor and identifying opportunities for additional services
  • Oversee and mentor Tax Managers, Seniors, and Staff, providing technical guidance, coaching, and performance feedback
  • Manage engagement economics, including budgets, realization, and staffing across the HNWI service line
  • Respond to IRS and state tax notices and manage audits involving high net worth individuals, trusts, and estates
  • Monitor changes in tax law affecting individuals, trusts, and estates, and proactively communicate planning implications to clients
  • Lead business development efforts, including identifying new client opportunities, proposal preparation, and representing the firm at networking and industry events
  • Partner with firm leadership on strategic growth initiatives for the private client/HNWI practice
  • Contribute to firm training programs and technical development of staff focused on individual and fiduciary taxation

Qualifications

  • Bachelor's degree in Accounting required; Master's in Taxation or LLM in Taxation preferred
  • CPA required
  • 8-12+ years of progressive tax experience, with a strong focus on high net worth individuals, trusts, and estates within public accounting
  • Deep technical knowledge of individual income tax, estate and gift tax, and fiduciary income tax
  • Experience with wealth transfer strategies, including trusts, family limited partnerships, and charitable planning vehicles
  • Prior experience managing and developing a team, including Managers and Seniors
  • Strong research, writing, and analytical skills, with the ability to communicate complex tax and planning concepts clearly to clients and internal teams
  • Proficiency with tax research software (BNA, CCH, Checkpoint) and tax preparation software (GoSystem, CCH Axcess, or similar)
  • Proven track record of business development and client relationship management

Preferred Attributes

  • Big 4 or national/regional public accounting firm background, or experience within a dedicated private client services group
  • Experience working alongside family offices, RIAs, or wealth management teams
  • Familiarity with multi-generational wealth planning and complex family entity structures
  • Strong presence and credibility with high net worth clients and referral sources
  • Track record of building or significantly growing a book of business within a private client tax practice