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On Call High Net Worth Insurance 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 ...

Cherry Bekaert

Tax Partner - High Net Worth

Boston, MA

$120K - $158K/yr

In this highly visible leadership role, you will serve high-net-worth individuals, family business ... insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are ...

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On Call High Net Worth Insurance information

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How much do on call high net worth insurance jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for on call high net worth insurance 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 is the difference between On Call High Net Worth Insurance vs Private Client Advisor?

AspectOn Call High Net Worth InsurancePrivate Client Advisor
CredentialsInsurance licenses, certifications in high net worth coverageFinancial planning, insurance licenses, CFP or similar
Work EnvironmentInsurance firms, client meetings, on-call dutiesWealth management firms, personalized client service
Employer & IndustryInsurance companies, brokersPrivate banks, wealth management firms

While both roles serve high net worth clients, On Call High Net Worth Insurance focuses on providing specialized insurance coverage and risk management, often on an on-call basis. Private Client Advisors offer comprehensive financial and estate planning services, including insurance, but with a broader wealth management scope. The roles overlap in client interaction and industry, but differ in primary responsibilities and expertise areas.

What are the key skills and qualifications needed to thrive as an On Call High Net Worth Insurance professional, and why are they important?

To thrive as an On Call High Net Worth Insurance professional, you need in-depth knowledge of personal and commercial insurance products, risk assessment, and typically a relevant insurance license. Proficiency with industry-standard management systems (like Applied Epic), quoting platforms, and understanding regulatory compliance are essential. Exceptional interpersonal skills, discretion, and the ability to respond promptly to client needs are crucial for building and maintaining trust with high-net-worth clients. These capabilities ensure tailored coverage, rapid service, and client satisfaction in a demanding, relationship-driven environment.

What are some typical challenges faced by professionals in an On Call High Net Worth Insurance role?

Professionals in On Call High Net Worth Insurance roles often encounter challenges such as managing complex insurance portfolios that require highly customized solutions for affluent clients. They must be adept at responding quickly to urgent client requests, often outside of regular business hours, while maintaining a high level of confidentiality and professionalism. Additionally, they collaborate closely with underwriters, risk managers, and financial advisors to address unique risks and develop tailored coverage strategies. Adapting to evolving client needs and staying updated on specialized products are also key aspects of the role.

What is an On Call High Net Worth Insurance professional?

An On Call High Net Worth Insurance professional is a specialist who provides insurance services specifically tailored to high net worth individuals, often on an as-needed or emergency basis. Their role involves evaluating unique and complex risks associated with significant assets such as luxury homes, valuable collections, yachts, and private aircraft. They are available to provide immediate advice, facilitate claims, and ensure that coverage meets the evolving needs of affluent clients. This level of service helps protect clients' substantial wealth and lifestyle, offering personalized attention and discretion.
More about On Call High Net Worth Insurance jobs
What cities are hiring for On Call High Net Worth Insurance jobs? Cities with the most On Call High Net Worth Insurance job openings:
What are the most commonly searched types of High Net Worth Insurance jobs? The most popular types of High Net Worth Insurance jobs are:
What job categories do people searching On Call High Net Worth Insurance jobs look for? The top searched job categories for On Call High Net Worth Insurance jobs are:
On Call High Net Worth Insurance jobs near you
Infographic showing various On Call High Net Worth Insurance job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 88% Full Time, and 11% Part Time. Highlights an 86% Physical, 6% Hybrid, and 8% 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 13 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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