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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$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...

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1 week ago

  •   Less than 5 years exp.  •   Healthcare

$100K - $185K *

Transform complex workflows by leading AI-driven change initiatives, guiding senior leaders through redesign and adoption processes, and ensuring measurable outcomes in legal, tax, and trade sectors...

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2 weeks ago

  •   8 - 10 years exp.  •   Media

$110K - $130K *

Join a team that's transforming businesses through data-driven strategies and hands-on execution. Drive client engagement in banking and wealth management, collaborating cross-functionally to deliver...

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1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$200K - $220K *

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1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$130K - $170K *

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5 days ago

  •   8 - 10 years exp.  •   Technical Services

$144K - $186K *

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Reposted 3 days ago

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$150K - $180K *

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1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$125K - $150K *

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2 days ago

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$100K - $160K *

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Arizona, USRemote

4 days ago

  •   5 - 7 years exp.  •   Manufacturing & Automotive

$150K - $180K *

Help us revolutionize financial infrastructure as a Senior Product Manager, owning the strategy and execution of money movement systems that connect digital assets to global banking, ensuring speed, r...

New York, NYRemote

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $110K *

Elevate workforce management by leading forecasting, capacity planning, and real-time optimization across teams and BPO partners. Drive efficiency and performance using data and technology while devel...

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2 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$78K - $131K *

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2 days ago

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$120K - $145K *

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Durham, NCRemote

1 week ago

  •   8 - 10 years exp.  •   Pharmaceuticals & Biotech

$120K - $145K *

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3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$69K - $110K *

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Reposted yesterday

  •   Less than 5 years exp.  •   Education, Government & Non-Profit

$120K - $145K *

Lead the financial planning and analysis function, establishing processes and insights to support divisional leadership. Drive strategic financial decisions and enhance operational efficiency while ma...

Langley, BCRemote

Today

  •   5 - 7 years exp.  •   Energy & Utilities

$145K - $178K *

Transform customer relationships as you drive strategic growth in hyperscale and silicon design sectors. Own account strategy, lead complex negotiations, and collaborate with global teams to deliver i...

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2 weeks ago

  •   5 - 7 years exp.  •   Business Services

$131K - $175K *

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San Francisco, CARemote

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$110K - $130K *

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3 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$110K - $130K *

Join us to deepen strategic partnerships and drive revenue growth through collaboration. You'll enhance G2's influence by managing partner relationships, optimizing integrations, and leading cross-fun...

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2 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$98K - $183K *

Engage senior-level stakeholders and drive complex sales growth by developing data-driven solutions and strategic account plans, ensuring customer objectives are met and revenue is increased across Co...

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Reposted 1 week ago

  •   8 - 10 years exp.  •   Retail & Consumer Goods

$105K *

Drive sales success by supporting territory growth through proactive outreach, relationship building, and collaboration with internal teams. Enhance client service and contribute to strategic initiati...

New York, NYRemote

Today

  •   Less than 5 years exp.  •   Finance & Insurance

$120K - $145K *

Lead the design and implementation of B2B revenue accounting processes, ensuring efficient contract-to-cash operations while collaborating with cross-functional teams to drive growth and reduce manual...

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2 weeks ago

  •   8 - 10 years exp.  •   Healthcare

$140K *

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Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Information Technology

$72K - $99K *

Join a team that's dedicated to innovating insurance products, driving growth, and ensuring regulatory compliance. Collaborate with key stakeholders throughout the product lifecycle while contributing...

United StatesRemote

Reposted 4 weeks ago

  •   Less than 5 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.