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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$64K - $120K *

Elevate member engagement by providing expert education and support in commercial insurance, facilitating risk management solutions, and fostering strong relationships with brokers and clients across...

Denver, CORemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $120K *

Execute growth strategies by building relationships with accounting partners, driving revenue through referrals, and collaborating across teams to enhance Ramp's market presence and client onboarding...

San Francisco, CARemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Information Technology

$100K - $120K *

Optimize customer success by delivering expert implementation and integration services across diverse industries. Collaborate with sales and engineering teams to ensure seamless onboarding and technic...

Colorado, USRemote

1 week ago

  •   Less than 5 years exp.  •   Enterprise Technology

$110K - $130K *

Lead the charge in expanding into new healthcare verticals by developing and executing go-to-market strategies, managing partnerships, and driving campaign performance. Collaborate with cross-function...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $130K *

Join a dynamic team to drive impactful accounting and finance projects for diverse clients. Leverage your expertise to tackle complex challenges and enhance operational efficiency across various indus...

Georgia, USRemote

Yesterday

  •   8 - 10 years exp.  •   Business Services

$96K - $181K *

Help us redefine commercial lending by leading product strategy and execution. Drive innovation in loan origination and underwriting, enhancing client experiences and operational efficiency through cr...

United StatesRemote

3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Contribute to the growth of a new financial advisor lead generation business. Own the full sales cycle, build partnerships with wealth management firms, and develop scalable processes to drive revenue...

Wilmington, DERemote

3 weeks ago

  •   Less than 5 years exp.  •   Media

$100K - $120K *

Drive business growth by expanding client relationships and delivering innovative calibration and metrology solutions. Leverage your expertise to meet sales targets and ensure compliance in the biopha...

Lancaster, PARemote

3 weeks ago

  •   Less than 5 years exp.  •   Pharmaceuticals & Biotech

$100K - $120K *

Grow your career by driving business development in calibration and metrology solutions for the biopharmaceutical and medical device sectors. Leverage your expertise to expand accounts, develop sales...

Philadelphia, PARemote

3 weeks ago

  •   Less than 5 years exp.  •   Pharmaceuticals & Biotech

$114K - $190K *

Drive the Integrated Operations Center, overseeing cybersecurity operations, fraud defense, and incident management. Lead cross-functional teams to enhance threat detection, operational resilience, an...

Lancaster, PARemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$105K - $120K *

Elevate project management excellence by leading a dynamic team, ensuring high-quality execution across flagship accounts, and driving operational efficiency through strategic oversight and collaborat...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Information Technology

$100K - $120K *

Champion integrated commerce media strategies across diverse accounts, leading a talented team to deliver high-quality results. Drive innovation in planning, optimization, and client communication whi...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Media

$86K - $103K *

Lead the management and oversight of College budgets, applying advanced financial principles to ensure effective budget execution and compliance with regulations. Collaborate with departments to foste...

New Mexico, USRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$140K - $180K *

Analyze and optimize financial processes to support sales and marketing initiatives. Collaborate with leadership to build revenue models, provide pricing guidance, and assess marketing ROI in a fast-p...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Information Technology

$132K - $165K *

Shape the future of billing and collections by driving product strategy and enhancing user experiences. Collaborate with cross-functional teams to deliver reliable payment solutions that boost revenue...

United StatesRemote

2 weeks ago

  •   8 - 10 years exp.  •   Business Services

$110K - $150K *

Champion the administration of insolvency estates by providing expert guidance, ensuring compliance with regulations, and mentoring teams. Collaborate across functions to resolve complex issues while...

CanadaRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$143K - $197K *

Drive growth by managing existing client relationships in the Financial Services sector. Leverage your B2B SaaS sales expertise to upsell and expand market presence, contributing significantly to the...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Consumer Technology

$110K - $130K *

Lead the development and scaling of our connector ecosystem, collaborating with cross-functional teams to transform strategic opportunities into actionable product initiatives that enhance client mark...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Information Technology

$110K - $130K *

Join a team that's redefining business identity solutions. As a Product Manager, you'll drive strategy, development, and performance of our Business Identity Graph, collaborating with cross-functional...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Information Technology

$110K - $130K *

Unlock potential by directing product strategy for data-centric solutions, collaborating across teams to enhance product performance and drive innovation. Own the product lifecycle from conception to...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Information Technology

$95K - $115K *

Elevate product management by integrating diverse datasets into innovative solutions. Collaborate with cross-functional teams to enhance existing products and drive new data initiatives from concept t...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Information Technology

$110K - $130K *

Join a team that's transforming customer relationships by driving growth, fostering strong partnerships, and delivering tailored solutions. Be a key contributor in maximizing retention and exploring n...

United StatesRemote

Reposted 4 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$120K - $145K *

Champion the development and execution of scalable Product and Pricing systems, overseeing integrations across platforms while driving business outcomes and ensuring compliance with enterprise standar...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$121K - $262K *

Elevate business development by managing key relationships in the payments industry. Leverage expertise to implement tailored strategies for complex clients, ensuring profitable growth and exceptional...

New York, NYRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$125K - $150K *

Help us transform finance functions into strategic drivers for growth. You will provide expert accounting and financial support to clients, enhancing their finance operations during buy-side and sell...

RemoteRemote

2 weeks ago

  •   8 - 10 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.