Private Client Services Tax Manager Jobs

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.

What Does a Private Client Services Tax Manager Do?

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.

Skills and Qualifications Employers Seek

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.

Career Opportunities and Compensation

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.

Find Your Next Private Client Tax Role

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.

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$90K - $180K *

Join a team that's driving financial excellence through strategic planning, analysis, and risk management. Lead cross-functional projects, enhance reporting transparency, and support decision-making t...

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6 days ago

  •   Less than 5 years exp.  •   Retail & Consumer Goods

$200K *

Help us elevate private wealth by driving capital-raising and client relations in the Northeast. Engage in the full client lifecycle to promote alternative investment strategies and deepen existing re...

Massachusetts, USRemote

1 month ago

  •   8 - 10 years exp.  •   Finance & Insurance

$104K - $156K *

Shape the future of client engagement by leading strategic implementations, fostering collaboration, and driving operational excellence in the healthcare payor industry. Your expertise will ensure suc...

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2 days ago

  •   5 - 7 years exp.  •   Healthcare

$125K - $135K *

Join a team that's dedicated to overseeing personnel and operational execution across critical Navy training programs. Lead multidisciplinary teams, manage contracts, and ensure successful program del...

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4 days ago

  •   8 - 10 years exp.  •   Technical Services

$110K - $120K *

Inspire growth by supervising cloud-based accounting engagements, collaborating with clients and team members to ensure accuracy and quality in financial reporting while mentoring staff in a dynamic e...

Bethesda, MDRemote

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

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1 week ago

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$136K - $245K *

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3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $187K *

Lead a team in designing and managing virtualization and cloud solutions, ensuring security and efficiency while driving innovation and customer satisfaction across digital workspace platforms...

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2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$132K - $199K *

Champion client success by driving Professional Services sales and revenue generation. Collaborate across North America to enhance client relationships and maximize value through effective solution im...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Enterprise Technology

$110K - $130K *

Lead a team that manages high-profile aviation and defense projects, ensuring successful delivery through collaboration, stakeholder engagement, and innovative solutions while adhering to strategic ob...

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1 week ago

  •   5 - 7 years exp.  •   Real Estate & Construction

$77K - $202K *

Join as a Senior Associate to optimize ERP transformations, analyze client needs, manage workstreams, and mentor junior team members while delivering value through agile methodologies and technology s...

United StatesRemote

Yesterday

  •   Less than 5 years exp.  •   Legal & Accounting

$96K - $145K *

Transform service delivery for complex accounts by ensuring SLAs and KPIs are met. Lead governance, performance management, and continuous improvement initiatives while building trusted relationships...

United StatesRemote

2 days ago

  •   5 - 7 years exp.  •   Information Technology

$100K - $150K *

Engage as a Healthcare Revenue Cycle Consultant, conducting assessments, managing operations, and advising clients on revenue cycle improvements while fostering relationships and ensuring compliance w...

Fargo, NDRemote

3 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$179K - $298K *

Champion financial management excellence by leading teams to enhance processes, conduct risk assessments, and integrate data capabilities, ensuring continuous audit readiness and fraud prevention for...

United StatesRemote

4 days ago

  •   8 - 10 years exp.  •   Business Services

$100K - $105K *

Optimize customer relationships by driving RQI portfolio adoption and renewals. Achieve new order targets while ensuring customer account health through consultative methodologies and relationship bui...

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Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$130K - $150K *

Unlock growth as you drive performance marketing strategies, optimizing paid acquisition channels and enhancing conversion rates. Collaborate closely with a small team to achieve customer acquisition...

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1 week ago

  •   Less than 5 years exp.  •   Healthcare

$110K - $130K *

Engage with top-tier partners to define and execute innovative co-marketing strategies that amplify AI-driven growth. Oversee the entire partner marketing roadmap, ensuring measurable impact on pipeli...

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Reposted 1 week ago

  •   8 - 10 years exp.  •   Enterprise Technology

$160K - $170K *

Shape the future of pricing strategy by leading complex deal governance and analytics. Collaborate across teams to enhance deal integrity and leverage AI-driven tools for efficient pricing models, ens...

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3 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$100K - $120K *

Engage with business leaders to develop a profitable commercial insurance book. Leverage relationships and resources to create new opportunities, expand client accounts, and establish yourself as a tr...

United StatesRemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$92K - $154K *

Unlock potential by leading complex, cross-functional projects in a fast-paced infrastructure environment, driving execution among diverse technical and business teams, while adapting to evolving prio...

Colorado, USRemote

3 weeks ago

  •   5 - 7 years exp.  •   Information Technology

$150K - $200K *

Shape the future of wealth management by leading investment strategies for High Net Worth clients. Drive AUM growth, manage portfolios, and deliver tailored investment solutions while collaborating wi...

United StatesRemote

Yesterday

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Empower customer success by managing strategic accounts, driving growth, and ensuring satisfaction. Build relationships, analyze data, and collaborate cross-functionally to exceed goals and mitigate r...

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2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $125K *

Lead and develop a high-performing Solution Consulting team, driving strategic engagements and delivering impactful product demonstrations to agency and brokerage clients. Collaborate cross-functional...

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1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$130K - $170K *

Empower your career by leveraging actuarial expertise to drive strategic rate filings and innovative pricing solutions within a collaborative global team, influencing business outcomes through detaile...

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Reposted 5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$190K - $215K *

Transform cloud-based engineering strategies as you lead teams in creating innovative AI-powered automation solutions, ensuring quality and scalability while promoting a dynamic and collaborative cult...

Lehi, UTRemote

Reposted 5 days ago

  •   5 - 7 years exp.  •   Enterprise Technology

Frequently Asked Questions (FAQ)

  • What is a Private Client Services Tax Manager?question toggle

    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?question toggle

    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?question toggle

    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?question toggle

    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?question toggle

    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.