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 Manager - Open to Remote
$120K - $195K *
Shape the future of our firm by leading client relationships and team management. Drive growth initiatives, mentor talent, and uphold excellence across our local offices while ensuring effective tax s...
4 weeks ago
Senior Tax Manager - Open to Remote
$120K - $195K *
Join a growing firm as a Senior Tax Manager, driving client relations and team development while leading tax reviews and strategic initiatives to elevate business performance and mentorship across the...
4 weeks ago
Senior Tax Manager - Open to Remote
$120K - $195K *
Transform the tax landscape by leading client relationships and mentoring teams. This role demands strategic entrepreneurship, a dedication to excellence, and the ability to manage complex tax engagem...
4 weeks ago
$100K - $110K *
Lead the charge in delivering exceptional client service while managing a dynamic team. Balance operational leadership with people management to enhance service processes and ensure high standards in...
2 weeks ago
Senior Manager, Program Operations (High Net Worth)
$110K - $120K *
Join a dynamic team to drive high net worth client programs, enhancing sales processes and data management. Collaborate with leaders across departments to optimize operations and deliver impactful tra...
1 week ago
Director, Strategy and Analytics - Wealth Solutions
$150K - $180K *
Transform client insights into strategic growth by leveraging your analytical acumen to enhance revenue and operational effectiveness. Collaborate with teams to drive informed decisions and present im...
Reposted 1 week ago
$125K - $175K *
Join a dynamic team to prepare and review complex individual tax returns, mentor junior staff, and lead tax initiatives. Enjoy flexible work options while collaborating with experts to enhance process...
5 days ago
$80K - $95K *
Oversee financial operations and reporting, ensuring compliance and accuracy while supporting client services and agency growth through strategic financial management and collaboration with leadership...
Yesterday
$80K - $95K *
Lead the charge in tax preparation and compliance, overseeing a team to ensure accurate and timely filing of individual, corporate, and non-profit returns while enhancing workflow efficiency and mento...
2 weeks ago
$115K - $155K *
Drive tax strategy and compliance for high-net-worth clients, overseeing complex returns and managing a team. Collaborate with partners to enhance client relationships and ensure exceptional service w...
1 week ago
Account Manager / Business Development - Financial Services
$100K - $120K *
Advance your career by driving business growth in financial services. This role focuses on developing client relationships, identifying consulting opportunities, and managing the sales cycle to delive...
1 week ago
Associate Director, Field Sales - Indirect Tax, CP & ESG Corporate Tax
$111K - $198K *
Accelerate growth at enterprise clients by leading a sales team focused on indirect tax technology solutions. Drive revenue through direct sales and channel partnerships, while fostering a high-perfor...
3 weeks ago
Senior Principal, Investments (Tax & Preferred Equity)
$300K - $500K *
Champion complex tax equity investments and mentor juniors while leading strategic negotiations and managing critical partnerships to enhance institutional presence as a general partner...
Reposted 4 weeks ago
$110K - $130K *
Shape your career as a Tax Manager, overseeing complex tax matters for high-net-worth clients and partnerships. Lead a dynamic team, provide strategic insights, and drive proactive tax planning in a r...
3 weeks ago
Senior Client Partnership Manager
$90K - $98K *
Unlock potential by managing client partnerships and driving sales growth. Collaborate with internal teams and clients to achieve strategic goals, enhance marketing strategies, and identify new revenu...
1 week ago
$110K - $140K *
Transform your career by managing employee benefits for diverse clients. Collaborate with Producers and Executives to deliver exceptional service, analyze plans, and drive compliance while fostering s...
1 week ago
Senior Manager, Transfer Pricing
$159K - $227K *
Drive global transfer pricing strategies, implementing policies and insights that align with business goals and compliance requirements, while enhancing operational efficiencies and stakeholder collab...
3 weeks ago
Senior Manager, Trust Services
$110K - $130K *
Unlock potential by leading a global team in Trust Services, enhancing client relationships, and driving operational excellence. Shape the future of AI-powered security solutions while ensuring top-ti...
Yesterday
Manager, M&A Technical Accounting (CPA required) (REMOTE)
$120K - $140K *
Join a team that's leading financial integration for acquisitions, driving seamless collaboration across functions, and enhancing accounting strategies to support business transformations and complian...
4 days ago
$110K - $130K *
Drive innovative solutions by leveraging data analytics and strategic counsel to enhance client performance. Collaborate with high-performing teams to deliver tailored insights for transformational ev...
3 days ago
Senior Manager Advisory & Planning - Wealth Management / Premier Brokerage
$87K - $123K *
Empower your career by collaborating with a dynamic team to drive innovative solutions and enhance operational efficiency across diverse projects. Join us in making a meaningful impact while advancing...
3 days ago
Manager FP&A - Private Equity Advisory
$110K - $130K *
Elevate your career by partnering with clients to enhance FP&A processes, build financial models, and drive operational improvements in a dynamic Private Equity environment. Collaborate with teams to...
4 days ago
$110K - $130K *
Champion strategic channel partnerships by managing relationships, driving referral growth, and executing account strategies. Collaborate with sales teams to enhance partner engagement and optimize pe...
3 days ago
Professional Services Consultant - Operations
$100K - $160K *
Join a team that's dedicated to delivering exceptional operational services within financial technology. Leverage your expertise in asset management to optimize processes and provide consulting suppor...
Reposted 2 days ago
Senior Associate, Property Tax
$95K - $115K *
Optimize complex property tax consulting for M&A transactions, delivering strategic insights and solutions. Collaborate with cross-functional teams to enhance client value and drive impactful results...
1 week 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.