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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$100K - $120K *

Empower financial strategies by analyzing investments and tax approaches. Collaborate with leaders to optimize asset performance and drive informed decision-making through comprehensive financial insi...

Orlando, FLRemote

Reposted 1 week ago

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

$117K - $234K *

Optimize the seller payment experience by leading data analytics and insights. Collaborate cross-functionally to identify friction points, establish measurement frameworks, and drive data-driven decis...

Sunnyvale, CARemote

1 week ago

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

$110K - $135K *

Manage high-severity EPL and professional liability claims through resolution, leveraging extensive claims expertise and strategic analysis to navigate complex insurance environments. Foster collabora...

RemoteRemote

4 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $150K *

Lead the charge in building a robust revenue engine for a new Home & Auto insurance unit. Design and implement CRM systems, optimize sales processes, and enhance data-driven decision-making to support...

CanadaRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$160K - $185K *

Join a dynamic team to drive strategic insights and operational excellence in the fast-paced digital asset sector, leveraging your analytical skills to enhance client outcomes and manage complex proje...

New York, NYRemote

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$150K - $180K *

Champion partner growth by leading a high-performing team focused on pre-sales excellence, solution strategy, and AI adoption. Drive business development and co-innovation while ensuring technical dis...

New York, NYRemote

Yesterday

  •   8 - 10 years exp.  •   Information Technology

$191K - $247K *

Transform financial decision-making as a strategic partner to C-suite leaders. You'll optimize sales initiatives, conduct financial modeling, and provide insights to drive growth in a dynamic environm...

United StatesRemote

Reposted 4 weeks ago

  •   8 - 10 years exp.  •   Business Services

$72K - $92K *

Redefine customer success by managing a strategic portfolio, driving growth, and fostering executive relationships. Leverage your expertise to enhance customer outcomes and ensure long-term value in a...

CanadaRemote

2 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$80K - $95K *

Transform property management by driving operational success across multiple sites. Foster team growth, enhance client relations, and implement strategic business plans to ensure financial performance...

Oklahoma City, OKRemote

3 weeks ago

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

$125K - $190K *

Join a team that's redefining legal support in the P&C insurance sector. Collaborate closely with business leaders, providing practical legal guidance on contracts and regulatory matters while fosteri...

Texas, USRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$67K - $127K *

Drive the analysis of underwriting data to maintain a profitable Excess business. Collaborate with teams and manage broker relationships while enhancing your underwriting expertise through training an...

Morristown, NJRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $160K *

Join a dynamic team to deliver high-level financial analysis and strategic insights across multiple business segments. Leverage your expertise to support senior leadership in capital markets and drive...

United StatesRemote

Yesterday

  •   5 - 7 years exp.  •   Education, Government & Non-Profit

$110K - $130K *

Partner with us to lead multiple real estate projects in financial services, managing planning, execution, and closeout with a focus on MEP systems and automation. Your strategic insight will drive su...

Detroit, MIRemote

Reposted 3 days ago

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

$94K - $151K *

Drive your career with this pivotal Product Manager role, where you'll bridge business needs and technology in a large-scale retail environment. Enhance product outcomes through strategic partnerships...

United StatesRemote

Reposted 5 days ago

  •   Less than 5 years exp.  •   Information Technology

$137K - $210K *

Champion underwriting excellence and risk management by leading strategic initiatives, optimizing portfolio performance, and fostering cross-functional collaboration to drive profitable growth and enh...

Nebraska, USRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$175K - $245K *

Join a dynamic team to cultivate strategic relationships within the Private Equity ecosystem, driving enterprise value through consultative sales. Leverage your expertise to navigate complex procureme...

New York, NYRemote

2 weeks ago

  •   5 - 7 years exp.  •   Media

$175K - $245K *

Drive your career with a senior leadership role focused on building strategic relationships in the Private Equity sector. Utilize a consultative approach to enhance enterprise value and secure long-te...

Chicago, ILRemote

2 weeks ago

  •   5 - 7 years exp.  •   Media

$120K - $160K *

Join a dynamic team to lead large-scale NetSuite projects, enhancing client experiences through strategic project management and collaboration. Utilize your expertise in pre-sales and implementation t...

United StatesRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$177K - $301K *

Develop and lead strategic client growth initiatives, fostering executive relationships and aligning teams to drive long-term value, retention, and measurable outcomes across a portfolio of enterprise...

United StatesRemote

1 week ago

  •   11 - 15 years exp.  •   Finance & Insurance

$140K - $160K *

Drive your career with a leading Internal Audit team, overseeing risk-based audits, managing staff, and ensuring compliance. Collaborate with stakeholders to enhance controls and promote effective rem...

RemoteRemote

4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $115K *

Join a team that's dedicated to leading digital marketing strategies and developing talents. Empower client relationships while driving campaign execution and leveraging innovative approaches to enhan...

United StatesRemote

Reposted 4 weeks ago

  •   8 - 10 years exp.  •   Enterprise Technology

$124K - $145K *

Join our Client Insights team to transform data into actionable insights that drive sales and merchant retention. Collaborate across analytics, product, and strategy to enhance AI-driven solutions for...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Information Technology

$140K - $185K *

Elevate project success by leading commissioning efforts, managing field teams, and ensuring timely execution of complex projects. Utilize advanced decision-making and client interaction skills to dri...

United StatesRemote

3 days ago

  •   8 - 10 years exp.  •   Technical Services

$85K - $110K *

Accelerate your career by managing integrated marketing campaigns that drive engagement and pipeline growth in the healthcare sector. Collaborate across teams to ensure seamless execution and optimize...

United StatesRemote

3 days ago

  •   5 - 7 years exp.  •   Healthcare

$140K - $155K *

Develop and lead comprehensive benefits and compensation programs, ensuring alignment with business goals and enhancing employee experience through strategic management and continuous improvement init...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Pharmaceuticals & Biotech

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.