Discover Private Client Services Tax Manager opportunities on Ladders, where vetted professional roles meet a $100,000+ salary threshold. These managers guide high-net-worth individuals, families, trusts, estates, and closely held businesses through complex tax matters, combining technical expertise with attentive client service.
Private Client Services Tax Managers oversee tax planning and compliance for affluent individuals and family groups. They review federal, state, and local tax returns; research tax issues; coordinate trust, estate, gift, and business filings; and communicate recommendations to clients and internal teams. Depending on the firm, the role may also include supervising staff, managing engagements, and supporting business development.
Employers commonly look for a background in public accounting or private client tax, strong knowledge of individual and fiduciary taxation, and experience managing multiple client engagements. A CPA or other relevant professional credential is often preferred or required. Success also depends on clear communication, sound judgment, attention to detail, leadership, and the ability to explain complex tax matters in practical terms.
Private Client Services Tax Managers can pursue roles at accounting and advisory firms, wealth management organizations, family offices, and financial services companies. Compensation varies with location, experience, credentials, employer, and the scope of client responsibility. Ladders focuses on vetted professional opportunities paying $100,000 or more, helping experienced tax professionals find roles aligned with their career goals.
Explore current Private Client Services Tax Manager listings, compare responsibilities and qualifications, and identify opportunities that fit your expertise. Review each posting for details about compensation, work arrangements, client focus, and advancement potential.
Senior Tax Analyst – Tax Technology & Reporting
$92K - $115K *
Unlock potential by enhancing tax technology and reporting processes. Collaborate with cross-functional teams to improve data accuracy and efficiency in tax compliance and reporting for a dynamic, mul...
1 week ago
Manager, Society Relations, AMER
$95K - $105K *
Lead the charge in enhancing relationships with CFA Societies across the Americas. Collaborate with boards and volunteers to support their strategic goals, ensuring they receive the resources needed t...
1 week ago
Senior Manager, Learning and Development - Assurance
$127K - $260K *
Transform your career by leading the design and implementation of a comprehensive learning ecosystem for Assurance teams, fostering high-performance and collaboration across the organization to enhanc...
Reposted yesterday
$95K - $115K *
Elevate customer engagement by leading SaaS renewal strategies, fostering relationships, and driving growth through negotiation and operational excellence in a dynamic environment...
3 weeks ago
Manager I, Customer Success Manager
$134K - $173K *
Drive impactful customer success within our Scaled team by leading, coaching, and inspiring members to optimize client engagement and satisfaction, ensuring measurable value and improving operational...
Reposted 2 weeks ago
Senior Manager Stock Plan Participant Services
$96K - $135K *
Champion exceptional participant experiences by leading a dynamic team in equity compensation services. Drive operational excellence, ensure compliance, and enhance service delivery while fostering te...
Yesterday
Senior Manager, Revenue Accounting
$107K - $153K *
Transform revenue recognition processes by leading the review of complex customer contracts, ensuring compliance with ASC 606 while driving automation and accuracy in accounting operations with impact...
Reposted 3 weeks ago
$110K - $130K *
Transform real estate transactions by managing complex portfolios, leading negotiations, and collaborating with stakeholders to deliver strategic solutions for corporate clients...
1 week ago
Financial Services Ops Manager
$81K - $122K *
Transform documentation processes by ensuring compliance, accuracy, and accessibility. Collaborate with cross-functional teams to enhance operational efficiency and support seamless integration of doc...
Yesterday
Staff Software Engineer - Performance Advisor
$220K - $240K *
Shape the future of loyalty by leading the technical execution and innovation of AI-powered features in a rapidly evolving product landscape, driving cross-functional initiatives with a focus on archi...
Reposted 1 week ago
Accounting Manager - CPG & E-Commerce
$130K - $150K *
Transform financial operations by leading month-end close, mentoring staff, and enhancing accounting processes in a dynamic CPG and e-commerce environment. Drive accuracy and compliance while supporti...
1 week ago
Wealth Advisor, Relationship Manager
$150K - $200K *
Pioneer client relationships with high-net-worth individuals, driving growth through advanced planning strategies. Collaborate in a team environment to enhance client outcomes and expand assets under...
Yesterday
Relationship Manager II - Retirement Plans
$100K *
Join us to drive exceptional customer service and relationship management for advisors and employers, enhancing client retention and business growth through proactive communication and tailored plan s...
Yesterday
Engagement Manager, RWD Consulting & Commercial Analytics Services
$160K - $185K *
Lead client engagements in Real-World Data solutions, ensuring operational excellence and strong outcomes. Collaborate cross-functionally to translate client objectives into actionable plans, driving...
2 weeks ago
$110K - $130K *
Join us to elevate user experiences through innovative design and AI integration. Collaborate with cross-functional teams to create impactful solutions that transform tax filing, ensuring alignment wi...
1 week ago
Senior Principal, Business Management - Debt
$300K - $500K *
Lead and optimize a diverse portfolio of debt mandates, driving execution from initial offer to close. Collaborate across teams to enhance transaction velocity and deliver innovative capital solutions...
3 weeks ago
Senior Project Manager - Dynamics ERP Implementation
$135K - $180K *
Lead the charge in delivering complex projects with clarity and control. Drive client success through effective management of scope, budget, and timelines while fostering collaboration across diverse...
3 days ago
Manager, Client Delivery Experience (CDE PMO) - Remote
$105K - $163K *
Champion client success by leading project teams to deliver high-quality card processing solutions. Drive enhancements, manage complex implementations, and ensure client satisfaction through effective...
3 weeks ago
Flexible Benefits Client Relationship Manager
$64K - $120K *
Lead management of an established client portfolio, ensuring exceptional service delivery while overseeing renewals and compliance updates. Foster relationships and support strategic enhancements to f...
3 weeks ago
$121K - $170K *
Advance client success by overseeing professional services engagements, collaborating with sales and technology teams to deliver tailored solutions that meet business objectives and drive positive out...
Reposted 4 days ago
$110K - $130K *
Drive customer success by managing enterprise accounts, ensuring adoption and satisfaction with cybersecurity solutions. Collaborate cross-functionally to deliver value and strategic alignment through...
2 weeks ago
Product Manager II- Marketplace
$130K - $171K *
Lead the charge in managing a diverse portfolio of SaaS products, driving user engagement and retention through strategic product development and cross-functional collaboration to enhance customer loy...
3 weeks ago
Senior Technical Program Manager
$128K - $214K *
Empower cross-functional teams to deliver complex technical programs, ensuring alignment with business goals. Lead planning, execution, and stakeholder communication while fostering a collaborative en...
Yesterday
$75K - $105K *
Transform tax compliance by preparing and reviewing U.S. and international tax filings. Collaborate with external providers to ensure accuracy across jurisdictions while supporting audit requests and...
1 week ago
Engagement Manager - LE Diversified Industries
$116K - $207K *
Lead and manage mid to large Workday deployments, resolving complex issues while enhancing methodologies. Guide teams, ensure project success, and support executive expectations through effective comm...
2 weeks ago
What is a Private Client Services Tax Manager?
A Private Client Services Tax Manager leads tax planning and compliance work for high-net-worth individuals, families, trusts, estates, and sometimes privately held businesses. The role often includes reviewing returns, advising clients, managing engagements, and mentoring tax professionals.
What qualifications are typically required for Private Client Services Tax Manager jobs?
Employers typically seek several years of relevant tax experience, often in public accounting or private client services, along with expertise in individual and fiduciary taxation. A CPA is frequently preferred or required; specific requirements vary by employer.
How much do Private Client Services Tax Managers earn?
Pay depends on experience, credentials, location, employer, and job scope. Ladders features vetted professional opportunities paying $100,000 or more; check individual listings for salary details.
Where do Private Client Services Tax Managers work?
They commonly work for accounting and advisory firms, family offices, wealth management organizations, and financial services companies. Some employers offer hybrid or remote arrangements, depending on the role and client needs.
What skills are important for a Private Client Services Tax Manager?
Important skills include technical tax research, individual and fiduciary tax expertise, client relationship management, project and team leadership, attention to detail, and the ability to communicate complex tax guidance clearly.