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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$115K - $130K *

Engage with stakeholders to drive product strategy and enhance the Affordable Equity platform. Collaborate with teams to translate user needs into actionable solutions, ensuring timely delivery and al...

United StatesRemote

2 weeks ago

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

$80K - $100K *

Play a key role in financial leadership, guiding strategic priorities and ensuring compliance within a dynamic business unit. Collaborate with diverse teams to deliver insightful analysis and foster o...

Georgia, USRemote

1 week ago

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

$154K - $247K *

Join a team that's driving product excellence by defining strategy, leading a talented team of Product Managers, and ensuring stellar adoption and customer satisfaction within a dynamic market landsca...

United StatesRemote

3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$100K - $120K *

Empower our trading and crypto growth by leading performance marketing, optimizing user journeys, and boosting engagement. Drive demand generation, manage media campaigns, and collaborate cross-functi...

CanadaRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$89K - $166K *

Develop strategic account plans to acquire and grow revenue in the Commercial Property & Casualty insurance sector while fostering key relationships and understanding customer operational challenges f...

United StatesRemote

4 weeks ago

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

$100K - $115K *

Build strong client partnerships and drive growth by managing a portfolio of mid-sized employers. Collaborate cross-functionally to enhance engagement, retention, and revenue while delivering data-dri...

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1 week ago

  •   Less than 5 years exp.  •   Healthcare

$110K - $130K *

Lead enterprise sales strategy for CPG accounts, driving revenue growth and team performance. Navigate complex buying committees and coach a high-performing sales team with a focus on ROI-based value...

Durham, NCRemote

4 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$85K - $145K *

Develop and manage strategic relationships to drive business growth, enhance client satisfaction, and optimize operational excellence through innovative solutions and effective collaboration across te...

Ontario, CARemote

4 days ago

  •   Less than 5 years exp.  •   Business Services

$100K - $125K *

Drive strategic partnerships and enhance client value through innovative solutions and operational excellence, focusing on business growth and client satisfaction in a hybrid workspace...

RemoteRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Business Services

$100K - $125K *

Accelerate progress at building strategic relationships with CPG sales organizations, driving innovative commercial models and data strategies to enhance revenue growth and client satisfaction in a dy...

RemoteRemote

1 week ago

  •   Less than 5 years exp.  •   Business Services

$110K - $125K *

Unlock potential by driving revenue growth for a diverse portfolio of North American clients. Act as a strategic partner, enhancing relationships and identifying new opportunities to accelerate their...

RemoteRemote

Reposted yesterday

  •   Less than 5 years exp.  •   Information Technology

$130K - $170K *

Partner with us to enhance consultant relationships in healthcare. Drive business growth by cultivating partnerships, optimizing engagement strategies, and aligning internal teams to effectively posit...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$120K - $145K *

Join a dynamic finance team as you oversee financial reporting, manage reconciliations, and enhance accounting processes. Your expertise will ensure compliance with GAAP while supporting audits and op...

United StatesRemote

Yesterday

  •   5 - 7 years exp.  •   Healthcare

$130K - $160K *

Lead the Enterprise Americas team to drive new-logo bookings and build a repeatable sales engine. Coach reps on multi-threaded deals and foster a strong outbound culture as the team scales. Shape ente...

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1 week ago

  •   Less than 5 years exp.  •   Enterprise Technology

$110K - $181K *

Champion impactful technical product strategies, driving customer and business outcomes by collaborating with diverse stakeholders to prioritize solutions, enhance platform performance, and ensure sea...

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Reposted 3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$150K - $500K *

Champion exceptional client experiences by leading high-net-worth relationships, delivering expert wealth management advice, and developing emerging advisors to elevate team performance and growth in...

California, USRemote

4 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$80K - $95K *

Analyze client needs and drive revenue growth by expanding Absorb solutions. Build meaningful relationships to optimize upsell and cross-sell opportunities, ensuring client satisfaction and long-term...

United StatesRemote

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$123K - $207K *

Champion the design and ownership of a robust People Data Access & Governance framework, ensuring responsible data access while partnering with cross-functional teams to navigate compliance and ethica...

United StatesRemote

Reposted 3 days ago

  •   8 - 10 years exp.  •   Real Estate & Construction

$148K - $266K *

Lead pricing strategies for a global business unit, managing proposals and compliance while collaborating with cross-functional teams to deliver accurate cost proposals and mitigate risks effectively...

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1 week ago

  •   11 - 15 years exp.  •   Real Estate & Construction

$189K - $196K *

Join us to develop strategic partner relationships that drive revenue and growth across the Central US. This role combines sales acumen with collaboration to create sustainable partnerships in a dynam...

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Reposted 4 weeks ago

  •   8 - 10 years exp.  •   Information Technology

$119K - $220K *

Unlock potential by driving strategic marketing insights and planning. Collaborate with cross-functional teams to evaluate growth opportunities and develop actionable recommendations that enhance glob...

Irvine, CARemote

Yesterday

  •   8 - 10 years exp.  •   Consumer Technology

$90K - $180K *

Elevate talent acquisition strategies by aligning recruitment with business goals, optimizing processes, and fostering team development to deliver high-quality talent solutions that drive organization...

Bentonville, ARRemote

6 days ago

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

$137K - $200K *

Join a dynamic team of consultants driving successful NetSuite implementations, leading diverse projects, and mentoring junior talent. You'll manage critical workstreams while leveraging best practice...

CanadaRemote

Reposted 4 weeks ago

  •   Less than 5 years exp.  •   Business Services

$175K - $225K *

Drive successful customer engagements by managing technical sales processes, designing enterprise-level solutions, and building strong relationships to close deals. Leverage your expertise to enhance...

United StatesRemote

Reposted 2 weeks ago

  •   8 - 10 years exp.  •   Information Technology

$149K - $223K *

Lead a high-performing R&D team to drive innovative index research and design, ensuring timely delivery of complex projects while fostering collaboration and technical excellence across functional par...

RemoteRemote

Today

  •   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.