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Net Worth Jobs (NOW HIRING)

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105K - $138K/yr

Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...

The Greene Group

Tax Manager - High Net Worth

Manhattan, NY · On-site

$122K - $160K/yr

Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting ...

The Greene Group

Tax Manager - High Net Worth

Manhattan, NY · On-site

$122K - $160K/yr

Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting ...

Cohen & Co.

Tax Manager, High Net Worth

Buffalo, NY · On-site

$85K - $155K/yr

As a Manager on our High Net Worth Tax team, you'll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll apply your ...

Mercer France

High Net Worth Account Manager

Miami, FL · On-site

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry ...

Marsh LLC

High Net Worth Account Manager

Miami, FL · On-site

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry ...

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How much do net worth jobs pay per hour?

As of Jul 7, 2026, the average hourly pay for net worth 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 some common challenges faced by financial analysts specializing in high-net-worth client portfolios?

Financial analysts working with high-net-worth clients often encounter challenges such as managing complex, diversified portfolios and addressing unique tax and estate planning needs. They must stay current with changing regulations and market trends to provide tailored investment strategies. Additionally, frequent communication and building strong client relationships are essential, as these clients typically expect a high level of personalized service and discretion.

What does a Net Worth professional do?

A Net Worth professional, often referred to as a personal wealth advisor or financial planner, helps individuals or organizations assess, manage, and increase their financial assets and liabilities to determine overall net worth. Their responsibilities include evaluating financial statements, providing investment advice, and developing strategies for wealth accumulation and preservation. They may also assist with estate planning, tax optimization, and retirement planning to ensure long-term financial health.

What are the key skills and qualifications needed to thrive as a Net Worth Manager, and why are they important?

To thrive as a Net Worth Manager, you need strong financial analysis skills, investment knowledge, and typically a degree in finance, accounting, or economics. Familiarity with portfolio management systems, financial planning software, and relevant certifications like CFP or CFA are commonly required. Excellent interpersonal skills, discretion, and the ability to build client trust are crucial soft skills. These competencies ensure effective wealth growth strategies, compliance, and strong, long-term client relationships.
What states have the most Net Worth jobs? States with the most job openings for Net Worth jobs include:
Net Worth jobs near you
Infographic showing various Net Worth job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 86% Full Time, 9% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.
Tax Manager - High-net-worth

Tax Manager - High-net-worth

Bennett Thrasher LLP

Atlanta, GA • On-site

$105K - $138K/yr

Full-time

Posted 3 days ago

Job description

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth.
Position OverviewAs a tax manager on our personal financial services team, you will help drive strategy, mentor and coach team members, manage engagements, and client communications.
Key Responsibilities
  • Client relationship management - help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
  • Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
  • Innovation and process improvement - help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.

Qualifications And Requirements
  • Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
  • Minimum of 3+ years in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
  • Entrepreneurial mindset - driven to help build, grow, and lead the practice.
  • Technical expertise - deep knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building. Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
  • Excellent communication/interpersonal skills and a client-centric mindset.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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