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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$80K - $95K *

Join a team that's dedicated to excellence in tax compliance and planning. Leverage your expertise to manage complex tax matters while collaborating with various departments. Contribute to process imp...

Philadelphia, PARemote

3 weeks ago

  •   Less than 5 years exp.  •   Healthcare

$113K - $215K *

Drive transformative initiatives by leading complex, cross-functional programs to deliver impactful digital, data, and operational capabilities while aligning stakeholders and driving project success...

Seattle, WARemote

Reposted 3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $145K *

Optimize the design and operation of a mission-critical control center, ensuring compliance and operational excellence through effective team leadership, innovative technologies, and strategic partner...

Austin, TXRemote

4 weeks ago

  •   5 - 7 years exp.  •   Energy & Utilities

$110K - $130K *

Drive strategic compensation initiatives and provide expert guidance to leaders on pay practices, influencing global programs and promoting equity while evolving structures to enhance organizational g...

United StatesRemote

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$110K - $130K *

Champion the strategic management of a clinical diagnostics portfolio, focusing on clinical chemistry and immunoassay. Drive supplier relationships, optimize performance, and lead growth initiatives w...

Pennsylvania, USRemote

3 weeks ago

  •   Less than 5 years exp.  •   Pharmaceuticals & Biotech

$100K - $125K *

Build your expertise in financial modeling for multi-million-dollar real estate outsourcing projects. Lead pricing strategies, client interactions, and develop high-quality proposals while managing cr...

United StatesRemote

Yesterday

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

$80K - $95K *

Reimagine data analysis by transforming raw data into structured insights. Provide expert guidance, conduct industry research, and prepare detailed reports to drive informed decision-making and suppor...

Pennsylvania, USRemote

Reposted 3 weeks ago

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

$80K - $100K *

Lead the charge in delivering enterprise software implementation projects, managing scope, budget, and relationships, while driving innovation using AI technologies to enhance efficiency and client sa...

RemoteRemote

3 weeks ago

  •   5 - 7 years exp.  •   Aerospace & Defense

$200K - $275K *

Transform financial planning and analysis for diverse divisions, optimize performance insights, and shape executive decisions. Drive accountability through robust forecasting, modeling, and communicat...

United StatesRemote

4 weeks ago

  •   11 - 15 years exp.  •   Education, Government & Non-Profit

$80K - $95K *

Join a team that's transforming financial reporting processes while managing complex accounting activities and improving efficiency. Utilize your expertise in a dynamic environment to enhance business...

United StatesRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$130K - $200K *

Lead a skilled team of data engineers to design and enhance a robust data platform supporting our home services business, driving innovation and efficiency through modern technologies and AI integrati...

United StatesRemote

4 weeks ago

  •   8 - 10 years exp.  •   Media

$100K - $135K *

Lead the charge in delivering complex projects from initiation to close, ensuring alignment among stakeholders, effective risk management, and adherence to timelines while utilizing AI tools to enhanc...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$100K - $130K *

Champion global expansion initiatives by managing the FedRAMP program. Collaborate with cross-functional teams to ensure project timelines and deliverables are met while navigating a fast-paced enviro...

United StatesRemote

2 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$140K - $175K *

Join a dynamic team to drive the strategy and roadmap for Sales and Marketing platforms, focusing on Salesforce and marketing automation. Collaborate with stakeholders to prioritize initiatives and de...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Pharmaceuticals & Biotech

$135K - $155K *

Oversee complex project delivery, ensuring alignment with client goals and financial control. Lead cross-functional teams, manage risks, and drive proactive actions for successful outcomes using estab...

Toronto, ONRemote

4 days ago

  •   8 - 10 years exp.  •   Information Technology

$80K - $95K *

Elevate your marketing career by leading integrated organic campaigns that drive engagement and revenue growth. Collaborate cross-functionally to optimize strategies across social media, email, and ac...

United StatesRemote

2 days ago

  •   Less than 5 years exp.  •   Enterprise Technology

$80K - $121K *

Champion legal operations excellence by driving process improvements, metrics establishment, and AI integration to enhance workflow efficiencies and support the Legal team in dynamic, fast-paced envir...

RemoteRemote

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$95K - $115K *

Support project management for retail bank construction, overseeing all phases from planning to completion. Engage with clients, manage budgets, and ensure compliance while conducting site visits acro...

Fort Lauderdale, FLRemote

Yesterday

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

$120K - $150K *

Lead the charge in defining and executing strategies for innovative Pooled Employer Plans. This remote role requires cross-functional collaboration, product ownership, and operational design expertise...

Boca Raton, FLRemote

1 month ago

  •   5 - 7 years exp.  •   Finance & Insurance

$103K - $136K *

Join a dynamic team as you lead investment accounting and reporting efforts, ensuring accuracy and compliance. Collaborate across departments to enhance financial processes and drive improvements in a...

United StatesRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$200K - $230K *

Accelerate progress at a high-velocity sales team, driving pipeline generation and revenue growth while developing early-career talent into top performers. Collaborate with cross-functional leaders to...

RemoteRemote

1 week ago

  •   5 - 7 years exp.  •   Consumer Technology

$110K - $130K *

Elevate your marketing expertise by building a cutting-edge digital demand engine to drive sales-qualified leads through advanced campaigns, optimization, and innovative strategies that directly impac...

RemoteRemote

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Technical Services

$129K - $200K *

Unlock potential by leading the Implementation Team to deliver exceptional onboarding experiences for clients. Drive strategy and processes while mentoring a team in a fast-paced environment focused o...

RemoteRemote

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$154K - $221K *

Lead the charge in shaping the sales engineering team for core solutions, driving revenue growth through strategic partnerships and innovative problem-solving in a dynamic environment...

United StatesRemote

Yesterday

  •   Less than 5 years exp.  •   Information Technology

$117K - $152K *

Shape the future of data delivery by managing cross-functional initiatives, ensuring timely execution and governance of data and model projects while collaborating with diverse teams to enhance operat...

United StatesRemote

2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

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.