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Ultra High Net Worth Jobs (NOW HIRING)

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105K - $138K/yr

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 ...

Berkley

Ultra High Net Worth Underwriter

Manhattan, NY · Hybrid

The Company is an equal employment opportunity employer. #LI-AV1 #LI-HYBRID Responsibilities The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and underwriting ...

Berkley

Ultra High Net Worth Underwriter

Manhattan, NY · On-site

The Company is an equal employment opportunity employer. #LI-AV1 #LI-HYBRID Responsibilities The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and underwriting ...

Berkley

Ultra High Net Worth Underwriter

Manhattan, NY · Hybrid

The Company is an equal employment opportunity employer. #LI-AV1 #LI-HYBRID The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and underwriting large account risks ...

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How much do ultra high net worth jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for ultra high 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 is an ultra high net worth?

An Ultra High Net Worth (UHNW) job typically involves managing, advising, or providing specialized services to individuals with assets exceeding $30 million. These roles can be in wealth management, private banking, concierge services, or estate planning. Professionals in UHNW jobs focus on personalized financial strategies, investment opportunities, and exclusive services tailored to affluent clients. The goal is to preserve and grow wealth while offering a high level of discretion and expertise.

What are the key skills and qualifications needed to thrive in the ultra high net worth position?

To succeed in an Ultra High Net Worth (UHNW) client advisor or manager role, you need deep expertise in wealth management, investment strategies, tax planning, and estate management, generally supported by a degree in finance or a related field and relevant certifications like CFP or CFA. Familiarity with portfolio management systems, financial analytics software, and relationship management platforms is highly valued. Exceptional interpersonal communication, discretion, and problem-solving skills distinguish top professionals in this position. These competencies are critical for effectively managing complex client needs and building long-term trusted relationships with UHNW individuals and families.

What are the main challenges faced by professionals working with ultra high net worth clients?

Professionals serving Ultra High Net Worth clients often encounter the challenge of addressing highly complex and unique financial, tax, and legacy planning needs that require tailored, innovative solutions. Managing client expectations and maintaining privacy and trust are paramount, as these clients typically have multifaceted business interests and high standards for service. Additionally, keeping up with changing regulations and market trends is essential to ensure sound advice and risk management. The role demands collaboration with a multidisciplinary team of legal, tax, and investment experts to deliver holistic, world-class service.

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Ultra High Net Worth jobs near you
Infographic showing various Ultra High Net Worth job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

Tax Manager - High-net-worth

Bennett Thrasher LLP

Atlanta, GA • On-site

$105K - $138K/yr

Full-time

Re-posted 28 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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