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Ultra High Net Worth Jobs (NOW HIRING)

Jobtailor

NY · On-site

$180 - $240/hr

* Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance * Lead the engagement team focused on ...

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 · 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 ...

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 ...

RSM Global

Tax Partner - Ultra High Net Worth

Boston, MA · On-site

$120K - $158K/yr

We have an exciting opportunity for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) team. This role provides an opportunity to join a high-performing practice where you ...

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

As of Aug 27, 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 Senior Manager - Ultra High Net Worth

NY • On-site

Jobtailor
See more jobs at Jobtailorexternal

$180 - $240/hr

Other

Posted 11 days ago

Job description

  • Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
  • Lead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation
  • Anticipate client needs and collaborate with RSM colleagues in specialty tax areas
  • Participate in prospective client proposals and intentionally plan to build new client relationships
  • Develop and sustain strong relationships with clients, centers of influence and other RSM promoters
Requirements
  • Bachelor’s degree in accounting or business-related field
  • CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader)
  • Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals
  • Proficient in individual, fiduciary, and investment partnership taxation
  • Familiar with multi-state taxation
Core Competencies

Expertise in advising ultra-high net worth clients on tax services, including wealth transfer, charitable planning, and tax compliance, while maintaining strong client relationships and collaborating with colleagues in specialty tax areas.

Highest-signal resume keywords
  • CPA License
  • Private Client Taxation
  • Individual Taxation
  • Fiduciary Taxation
  • Multi-State Taxation
ATS Optimization KeywordsHard Skills
  • Wealth Transfer Planning
  • Charitable Planning
  • Retirement Planning
  • Tax Compliance
  • Estate Taxation
  • Gift Taxation
  • Generation Skipping Taxation
  • Investment Partnership Taxation
Soft Skills
  • Client Relationship Management
  • Collaboration
  • Anticipating Client Needs
Certifications & Qualifications
  • Bachelor’s Degree in Accounting
  • Licensed J.D.
  • Enrolled Agent
Industry Keywords
  • Public Accounting
  • Ultra-High Net Worth Individuals
  • Centers of Influence
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