Manhattan, NY · On-site +1
... 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.
Manhattan, NY · On-site +1
... 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.
Boston, MA · On-site
$120K - $158K/yr
... Ultra High Net Worth (UHNW) team. This role provides an opportunity to join a high-performing ... Strong experience with private client services (personal taxation, trust taxation, estate & gift ...
Boston, MA · On-site
$120K - $158K/yr
... Ultra High Net Worth (UHNW) team. This role provides an opportunity to join a high-performing ... Strong experience with private client services (personal taxation, trust taxation, estate & gift ...
Manhattan, NY · On-site +1
... 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.
Quick apply
Manhattan, NY · On-site +1
... 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.
$120K - $158K/yr
... Ultra High Net Worth (UHNW) team.This role provides an opportunity to join a high-performing ... Strong experience with private client services (personal taxation, trust taxation, estate & gift ...
$120K - $158K/yr
... Ultra High Net Worth (UHNW) team.This role provides an opportunity to join a high-performing ... Strong experience with private client services (personal taxation, trust taxation, estate & gift ...
... and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. * Client-centric written and ...
... and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. * Client-centric written and ...
... and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. * Client-centric written and ...
... and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. * Client-centric written and ...
Denver, CO · On-site
$83K - $103K/yr
... ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax ... Client relationship management - help build and maintain strong client relationships, ensuring high ...
Denver, CO · On-site
$83K - $103K/yr
... ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax ... Client relationship management - help build and maintain strong client relationships, ensuring high ...
... and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. * Client-centric written and ...
... and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. * Client-centric written and ...
Denver, CO · On-site
$60K - $80K/yr
... ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax ... Maintain and organize client files in accordance with firm standards * Develop effective working ...
Denver, CO · On-site
$60K - $80K/yr
... ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax ... Maintain and organize client files in accordance with firm standards * Develop effective working ...
... and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. * Client-centric written and ...
New
... and ultra-high-net-worth clients, including clients with approximately $20 million or more in net worth, and with financial advisors or other professional advisors. * Client-centric written and ...
New
Experience working with high-net-worth or ultra-high-net-worth clients * Proven ability to operate in a client-facing advisory capacity * Background supporting a team at firms such as Morgan Stanley ...
Quick apply
Experience working with high-net-worth or ultra-high-net-worth clients * Proven ability to operate in a client-facing advisory capacity * Background supporting a team at firms such as Morgan Stanley ...
Phoenix, AZ · On-site
$100K - $350K/yr
Experience working with high-net-worth or ultra-high-net-worth clients * Proven ability to operate in a client-facing advisory capacity * Background supporting a team at firms such as Morgan Stanley ...
Phoenix, AZ · On-site
$100K - $350K/yr
Experience working with high-net-worth or ultra-high-net-worth clients * Proven ability to operate in a client-facing advisory capacity * Background supporting a team at firms such as Morgan Stanley ...
Independence, OH · On-site
The Wealth Manager will serve as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of the client relationship and coordinating ...
Independence, OH · On-site
The Wealth Manager will serve as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of the client relationship and coordinating ...
Independence, OH · Hybrid
The Wealth Manager will serve as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of the client relationship and coordinating ...
Independence, OH · Hybrid
The Wealth Manager will serve as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of the client relationship and coordinating ...
Pittsburgh, PA · On-site
$125K - $150K/yr
Experience with high net worth, ultra-high net worth, financial services, or luxury oriented marketing preferred. * 6-8 years of progressive experience in content strategy, social media, or digital ...
Pittsburgh, PA · On-site
$125K - $150K/yr
Experience with high net worth, ultra-high net worth, financial services, or luxury oriented marketing preferred. * 6-8 years of progressive experience in content strategy, social media, or digital ...
$126K - $165K/yr
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and ... This includes the planning and execution of client tax engagements * Collaborate with RSM ...
$126K - $165K/yr
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and ... This includes the planning and execution of client tax engagements * Collaborate with RSM ...
New York, NY · On-site
$125K - $150K/yr
Experience with high net worth, ultra-high net worth, financial services, or luxury oriented marketing preferred. * 6-8 years of progressive experience in content strategy, social media, or digital ...
New York, NY · On-site
$125K - $150K/yr
Experience with high net worth, ultra-high net worth, financial services, or luxury oriented marketing preferred. * 6-8 years of progressive experience in content strategy, social media, or digital ...
$250K/yr
This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra-high net worth client relationships * Deliver comprehensive tax planning ...
$250K/yr
This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra-high net worth client relationships * Deliver comprehensive tax planning ...
Blue Bell, PA · On-site
$106K - $139K/yr
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and ... This includes the planning and execution of client tax engagements * Collaborate with RSM ...
Blue Bell, PA · On-site
$106K - $139K/yr
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and ... This includes the planning and execution of client tax engagements * Collaborate with RSM ...
Nashville, TN · On-site
$107K - $140K/yr
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and ... This includes the planning and execution of client tax engagements * Collaborate with RSM ...
Nashville, TN · On-site
$107K - $140K/yr
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and ... This includes the planning and execution of client tax engagements * Collaborate with RSM ...
$14.42 - $19.69
0% of jobs
$19.69 - $24.96
0% of jobs
$24.96 - $30.22
1% of jobs
$30.22 - $35.49
3% of jobs
$35.49 - $40.76
9% of jobs
$40.76 - $46.02
10% of jobs
$46.76 is the 25th percentile. Wages below this are outliers.
$46.02 - $51.29
17% of jobs
The median wage is $53.92 / hr.
$51.29 - $56.56
20% of jobs
$60.37 is the 75th percentile. Wages above this are outliers.
$56.56 - $61.82
20% of jobs
$61.82 - $67.09
12% of jobs
$67.09 - $72.36
8% of jobs
$14
$53
$72
| Aspect | Ultra High Net Worth Client | Wealth Manager |
|---|---|---|
| Primary Focus | Managing personal assets and lifestyle for individuals with $30M+ net worth | Providing financial planning and investment management for clients, including UHNW individuals |
| Work Environment | Private clients, high-net-worth individuals, exclusive settings | Financial firms, private banks, advisory offices |
| Credentials | Often no specific credentials, but high financial literacy preferred | Certifications like CFP, CFA, or CPA common |
While Ultra High Net Worth Clients are individuals with significant wealth, Wealth Managers are professionals who serve these clients by managing their assets and financial plans. The key difference is that UHNW clients are the recipients of financial services, whereas Wealth Managers are the providers of those services.
For Ultra High Net Worth Client jobs, the most frequently searched job titles are:
Manhattan, NY • On-site, Remote
Full-time
Re-posted 8 days ago
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:
Requirements:
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.
Recruiting and staffing services
51 - 200 Employees
Los Angeles, CA, US
2006
