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Tax Manager - High Net Worth

Memphis, TN · On-site +1

$99K - $130K/yr

The High Net Worth Tax Manager role is a great opportunity for anyone passionate about tax and is ... This position may sit fully remote but qualified candidates will have the flexibility to travel to ...

CFS

Remote CPA Tax Manager

Orlando, FL · Remote

$90K - $150K/yr

If you're a CPA tired of burnout and ready to work with high-net-worth, complex tax clients without sacrificing your personal life, this is the opportunity you've been waiting for. Join a stable ...

Farther

Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site +1

The Role We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide ...

Symetra

Underwriting Consultant

$96K - $161K/yr

This role offers the opportunity to work on sophisticated cases, including high-net-worth and ... As a remote-first organization committed to providing a positive experience for both employees and ...

Vault

Business Development Manager

Identify high-potential agencies aligned with Vault's high-net-worth market and onboard them ... Collaborate with underwriting, marketing, and service teams to ensure seamless agent and client ...

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How much do remote high net worth underwriter jobs pay per year?

As of Aug 6, 2026, the average yearly pay for remote high net worth underwriter in the United States is $78,878.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $87,000.00 per year, depending on experience, location, and employer.

What are common challenges faced by remote high net worth underwriters, and how can they be addressed?

Remote High Net Worth Underwriters often encounter challenges such as assessing complex financial portfolios and ensuring compliance with underwriting guidelines without in-person client interaction. Maintaining effective communication with brokers and clients remotely requires strong digital collaboration skills and attention to detail. Utilizing secure digital tools, staying organized, and proactively reaching out to colleagues can help overcome these hurdles. Continuous professional development and staying updated on regulatory changes are also crucial for success in this role.

What is a remote high net worth underwriter?

A Remote High Net Worth Underwriter is an insurance professional who evaluates and assesses insurance applications for affluent clients, typically those with significant assets. Working remotely, they analyze risks associated with insuring valuable properties, collections, or personal liabilities. Their role is to determine coverage terms, set premiums, and ensure compliance with underwriting guidelines while meeting the unique needs of high net worth individuals. They often interact with brokers, agents, and clients through digital communication channels to provide specialized service.

What skills and qualifications are needed to thrive as a remote high net worth underwriter?

To thrive as a Remote High Net Worth Underwriter, you need a strong background in risk assessment, financial analysis, and insurance underwriting, typically supported by a bachelor's degree in finance or a related field and relevant industry certifications (such as CPCU or ARM). Familiarity with underwriting software, policy management systems, and secure remote communication tools is essential. Exceptional attention to detail, strong decision-making, and effective client communication skills help build trust with high net worth clients and manage complex cases. These skills are vital to making sound risk decisions, ensuring compliance, and delivering a high level of personalized service to a demanding clientele.
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Remote High Net Worth Underwriter jobs near you
Infographic showing various Remote High Net Worth Underwriter job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $78,878 per year, or $37.9 per hour.

Senior Manager, High Net Worth Tax

Strategic Employment

Manhattan, NY • On-site, Remote

Other

Re-posted 23 hours ago

Job description

Our client, a top-tier national CPA firm expanding its high-net-worth tax practice, is looking for a Senior Manager, High Net Worth Tax.

Senior Manager, High Net Worth Tax
Full Time, Direct Hire
Candidate needs to be based in Fort Worth, Greater LA, NYC, Denver, Salt Lake City, or Phoenix areas
Salary + Benefits, commensurate with experience

In this role, the Senior Manager will lead client-facing tax planning and compliance work for ultra-high-net-worth individuals, families, and family offices, with direct partner exposure and a defined path to grow within the practice.

Responsibilities:

  • Own client relationships across individual, trust, estate, gift, and partnership tax matters for UHNW principals and family offices
  • Advise on sophisticated tax planning strategies for clients with $100M+ in net worth
  • Review and oversee complex returns across multiple entity types
  • Partner directly with firm leadership on client strategy and service delivery
  • Mentor and develop junior staff as the practice grows

Requirements:

  • Located in one of the listed metro areas
  • Active CPA
  • 7+ years public accounting tax experience
  • Big 4 experience required (current or prior)
  • Deep experience advising clients and family offices with $100M+ in net worth, spanning individual, trust, estate, gift, and partnership work
Strategic Employment Partners logo

About Strategic Employment Partners

Sourced by ZipRecruiter

Strategic Employment Partners (SEP) was founded in 2007, serving companies in the Greater Los Angeles area by providing Technology Recruiting and Placement Services. With the combined experience of our seasoned professionals, SEP quickly began to build strong partnerships and provide curated talent for some of the largest and fastest growing companies in Los Angeles. Since then, SEP has expanded its operations and currently has eight divisions nationwide.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Los Angeles, CA, US

Year founded

2006

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