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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$153K - $213K *

Elevate your career by leading global customer operations strategy, driving cross-functional programs, and enhancing service delivery for international markets. Shape the future of customer experience...

CanadaRemote

2 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$90K - $115K *

Unlock potential by managing a diverse credit portfolio, conducting in-depth financial analysis, and presenting strategic recommendations to senior management while fostering relationships with financ...

Baltimore, MDRemote

4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $125K *

Unlock potential by leading plant operations to enhance efficiency, quality, and safety. Drive continuous improvement initiatives while managing cross-functional teams and developing operational strat...

Lancaster, PARemote

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$90K - $95K *

Champion the analysis of Low-Income Housing Tax Credit projects, leveraging strong financial acumen to prepare investment models and reports. Collaborate with developers and manage multiple assignment...

United StatesRemote

2 weeks ago

  •   Less than 5 years exp.  •   Real Estate & Construction

$110K - $130K *

Shape your future by leading complex accounting and finance projects for diverse clients. Utilize your extensive experience to provide innovative solutions and drive organizational success in a dynami...

Texas, USRemote

Reposted 1 week ago

  •   8 - 10 years exp.  •   Business Services

$110K - $130K *

Elevate client success by driving critical accounting and finance projects, leveraging your expertise to solve complex challenges across diverse industries while collaborating with teams and managing...

RemoteRemote

2 weeks ago

  •   8 - 10 years exp.  •   Business Services

$75K - $90K *

Elevate your career as you drive powerful media strategies, collaborating with teams and clients to optimize performance across various channels, leveraging insights for impactful digital campaigns in...

United StatesRemote

Reposted 3 days ago

  •   Less than 5 years exp.  •   Business Services

$104K - $166K *

Elevate client support as you lead a dynamic team dedicated to delivering exceptional service, managing business operations, and driving sales growth in the insurance sector. Leverage your deep expert...

Los Angeles, CARemote

3 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$120K - $130K *

Innovate the future of cloud platforms by leading the design and operation of a secure, scalable infrastructure. Drive automation and enhance developer experience while collaborating with cross-functi...

Toronto, ONRemote

2 weeks ago

  •   5 - 7 years exp.  •   Staffing

$128K - $186K *

Elevate your career by leading complex retail financial projects, from renovations to infrastructure upgrades. Collaborate with cross-functional teams to deliver exceptional results while ensuring com...

RemoteRemote

Reposted 3 days ago

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

$88K - $109K *

Drive strategic success and growth by managing high-value partnerships, ensuring customer satisfaction, and leading post-sale initiatives for enterprise accounts. Shape the future of customer engageme...

Boston, MARemote

3 weeks ago

  •   5 - 7 years exp.  •   Information Technology

$90K - $180K *

Join a team that's redefining financial planning and analysis. Lead complex modeling, enhance reporting transparency, and drive insights to support business performance while fostering a high-performi...

Bentonville, ARRemote

6 days ago

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

$78K - $120K *

Elevate client success by driving adoption and optimizing claims operations. Collaborate with cross-functional teams to deliver measurable business value and enhance customer outcomes in the insurance...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$145K - $160K *

Shape the future of connectivity by leading strategic product initiatives that enhance integration capabilities across EDI, APIs, and RPA. Collaborate with cross-functional teams to streamline partner...

United StatesRemote

Yesterday

  •   5 - 7 years exp.  •   Transportation

$100K - $125K *

Transform your career by leading financial modeling for multi-million-dollar real estate projects. Drive client relationships, manage budgets, and create impactful proposals while collaborating with c...

United StatesRemote

Today

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

$75K - $90K *

Deliver exceptional tax consulting services by guiding customers through the implementation of tax solutions, ensuring compliance with federal, state, and local regulations while fostering strong rela...

RemoteRemote

2 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$300K - $500K *

Join a team that's driving the clean energy transition by leading complex debt transactions. As a senior deal leader, you'll manage a diverse portfolio, mentor junior members, and collaborate across t...

United StatesRemote

3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$115K - $145K *

Lead clinical research projects, ensuring compliance with regulations and timelines. Collaborate with teams and sponsors, manage study functions, and drive effective communication to achieve trial mil...

Boston, MARemote

2 weeks ago

  •   Less than 5 years exp.  •   Pharmaceuticals & Biotech

$120K - $193K *

Join a team that's redefining security product management by leading the strategy and delivery of innovative security solutions. Drive efficiency and compliance while enhancing developer experiences t...

United StatesRemote

5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$151K - $178K *

Shape the future of credit decisioning by leading a team focused on automating underwriting processes, enhancing portfolio analytics, and driving policy governance in a fast-paced fintech environment...

United StatesRemote

3 weeks ago

  •   8 - 10 years exp.  •   Enterprise Technology

$120K - $145K *

Shape the future of integrations by leading the product roadmap, enhancing API standards, and driving a scalable platform. Collaborate across teams to deliver an exceptional developer experience while...

United StatesRemote

Reposted 2 weeks ago

  •   8 - 10 years exp.  •   Technical Services

$70K - $125K *

Join a dynamic team as you collaborate with Wealth Advisors to deliver personalized financial planning and investment strategies, enhancing client relationships and driving success in wealth managemen...

Needham, MARemote

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $95K *

Lead the charge in implementing client benefit plans, ensuring seamless execution and fostering strong partnerships. Manage project timelines, coordinate stakeholders, and address critical issues to e...

Oak Brook, ILRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $125K *

Join us to lead audit engagements for governmental and nonprofit clients, mentor emerging auditors, and solve complex accounting challenges while delivering exceptional client service in a fully remot...

Florida, USRemote

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$130K - $145K *

Lead the charge in driving client success and commercial growth by managing strategic relationships, identifying upsell opportunities, and ensuring client satisfaction across a diverse portfolio in th...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Healthcare

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.