Private Client Services Tax Manager Jobs

Explore Private Client Services Tax Manager jobs for experienced tax professionals who advise high-net-worth individuals, families, trusts, and estates. These roles combine advanced tax planning and compliance with personalized client service. Browse vetted opportunities on Ladders, including positions with salaries of $100,000 or more.

What Does a Private Client Services Tax Manager Do?

A Private Client Services Tax Manager oversees tax engagements for individuals and families with complex financial situations. Responsibilities may include reviewing federal and state tax returns, advising on tax-efficient wealth strategies, managing trust and estate compliance, and helping clients understand the tax implications of major financial decisions. Managers also guide teams, coordinate with attorneys and financial advisors, and maintain strong client relationships.

Common Qualifications and Skills

Employers typically seek a bachelor’s degree in accounting or a related field and substantial public accounting or private client tax experience. A CPA license is often preferred or required; some positions may also value a law degree or advanced tax education. Relevant strengths include technical knowledge of individual, trust, and estate taxation; attention to detail; clear communication; project management; and the ability to handle confidential client matters with discretion.

Career Opportunities and Compensation

Private Client Services Tax Managers work at accounting and advisory firms, family offices, and other organizations serving affluent clients. Compensation varies by location, employer, credentials, and experience. Ladders focuses on vetted professional opportunities paying $100,000 or more, helping experienced candidates find roles aligned with their expertise and career goals.

Find Private Client Tax Manager Roles on Ladders

Search Private Client Services Tax Manager openings to compare responsibilities, qualifications, and compensation. Whether your background centers on individual tax planning, trusts and estates, or leading client service teams, Ladders can help you discover your next career opportunity.

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Private Client Services TAX Manager Jobs

Average Salary: $127,911

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Top companies hiring for Private Client Services Tax Manager

EisnerAmper LLP RSM US Baker Tilly Alvarez & Marsal Europe PKF O’Connor Davies BDO USA, LLP The Bonadio Group Eide Bailly Wipfli CohnReznick Grant Thornton Ernst & Young UHY Advisors Brown Advisory Incorporated Aprio

Top similar job titles to Private Client Services Tax Manager

Tax Manager jobs Senior Tax Manager jobs Senior Tax Associate jobs Accounting Manager jobs

Top cities hiring for Private Client Services Tax Manager

New York, NY jobs Miami, FL jobs Chicago, IL jobs Fort Lauderdale, FL jobs Boston, MA jobs Los Angeles, CA jobs Houston, TX jobs West Palm Beach, FL jobs Dallas, TX jobs San Diego, CA jobs

Frequently Asked Questions (FAQ)

What does a Private Client Services Tax Manager do?
A Private Client Services Tax Manager oversees tax planning and compliance for high-net-worth individuals, families, trusts, and estates. The role often includes reviewing returns, advising on tax strategies, leading engagement teams, and coordinating with other financial and legal professionals.
What qualifications are common for Private Client Services Tax Manager jobs?
Employers commonly look for a degree in accounting or a related discipline, significant tax experience, and strong knowledge of individual, trust, and estate taxation. A CPA license is frequently preferred or required, while advanced tax education or a law degree may be valued for some roles.
How much do Private Client Services Tax Managers earn?
Pay depends on experience, credentials, location, and employer. Ladders features vetted professional jobs paying $100,000 or more, including opportunities for qualified private client tax professionals.
Where do Private Client Services Tax Managers work?
They commonly work for accounting and advisory firms, family offices, and organizations that provide tax and wealth services to affluent clients.
What skills help a Private Client Services Tax Manager succeed?
Technical tax expertise, analytical ability, attention to detail, communication, client relationship management, team leadership, and discretion are important. Managers also benefit from strong project management skills and the ability to explain complex tax matters clearly.