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High Net Worth Insurance Jobs Near Me

In this role, you will provide specialized tax compliance and advisory services to high-net-worth individuals, family offices, trusts, and privately held businesses. This is an excellent opportunity ...

... the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified ...

... the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified ...

Securities and life insurance licenses preferred but not required. * Demonstrated success working with high-net-worth clients. * Proven ability to build strong relationships with clients. * Excellent ...

Securities and life insurance licenses. * Demonstrated success working with high net worth clients. * Proven ability to build strong relationships with clients. * Excellent written and verbal ...

Securities and life insurance licenses. * Demonstrated success working with high net worth clients. * Proven ability to build strong relationships with clients. * Excellent written and verbal ...

Securities and life insurance licenses. Demonstrated success working with high net worth clients. Proven ability to build strong relationships with clients. Excellent written and verbal communication ...

Securities and life insurance licenses preferred but not required. Demonstrated success working with high-net-worth clients. Proven ability to build strong relationships with clients. Excellent ...

Securities and life insurance licenses. Demonstrated success working with high net worth clients. Proven ability to build strong relationships with clients. Excellent written and verbal communication ...

Securities and life insurance licenses preferred but not required. * Demonstrated success working with high-net-worth clients. * Proven ability to build strong relationships with clients. * Excellent ...

Sr. Financial Planning Strategist

Columbus, OH · On-site +1

$140K - $160K/yr

... the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified ...

Public Tax Manager

Columbus, OH · On-site

$107K - $140K/yr

The Tax Manager will support the South Florida market by managing tax compliance and planning across industries such as manufacturing, real estate, professional services, and high-net-worth ...

Senior Wealth Strategist

Columbus, OH · On-site

$117K - $151K/yr

The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ... Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance ...

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High Net Worth Insurance information

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

As of Aug 28, 2026, the average hourly pay for 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.

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What states have the most High Net Worth Insurance jobs?

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What are the most commonly searched types of High Net Worth Insurance jobs?

The most popular types of High Net Worth Insurance jobs are:

A map of the United States highlighting the number of High Net Worth Insurance job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of High Net Worth Insurance job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Tax Senior HNW/PCS

MDS Search

Columbus, OH

Full-time

Posted 11 days ago


Job description

Job Title: Tax Senior – Private Client Services

Position Overview We are seeking a highly motivated Tax Senior to join a premier public accounting firm in Columbus, Ohio. In this role, you will provide specialized tax compliance and advisory services to high-net-worth individuals, family offices, trusts, and privately held businesses. This is an excellent opportunity to tackle complex tax scenarios, mentor junior associates, and rapidly advance your career within a collaborative, growth-oriented culture.

Key Responsibilities

  • Prepare and review complex federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, and associated closely held entities.
  • Conduct in-depth tax research to resolve technical compliance issues and assist leadership in developing proactive tax planning strategies for clients.
  • Supervise, mentor, and provide technical guidance to staff accountants and interns on assigned engagements.
  • Build and maintain strong client relationships by communicating project statuses, gathering necessary data, and responding to inquiries promptly.
  • Collaborate with managers and partners to ensure engagements are completed accurately, within established budgets, and on deadline.

Qualifications

  • Bachelor’s degree in Accounting or a related financial field.
  • Active CPA license or significant, measurable progress toward certification is highly preferred.
  • 3+ years of progressive tax experience in public accounting, with a distinct emphasis on High Net Worth (HNW) or Private Client Services.
  • Proficiency in federal, state, and local tax regulations, alongside experience with modern tax software (e.g., CCH Axcess) and research tools.
  • Strong analytical, organizational, and communication skills, with the ability to manage multiple priorities effectively.
  • Located in or willing to relocate to the Columbus, Ohio area.