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.

Remote
caret down
Compensation
caret down
Position Level
caret down
Time Posted
caret down
Industries
caret down
Locations
caret down
More
1
caret down

$120K - $150K *

Shape the future of enterprise real estate management by leading AI-powered product initiatives that optimize space utilization and environmental sustainability, while collaborating with diverse teams...

Toronto, ONRemote

Reposted 1 week ago

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

$125K - $150K *

Lead the charge in financial planning and analysis, driving strategic initiatives and cross-functional collaboration to enhance decision-making and operational effectiveness in a mission-driven enviro...

United StatesRemote

2 weeks ago

  •   8 - 10 years exp.  •   Education, Government & Non-Profit

$142K - $188K *

Drive new business acquisition in the payer market by building C-suite relationships, managing the full sales cycle, and delivering tailored solutions to health plans and managed care organizations. Y...

North Carolina, USRemote

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$120K - $145K *

Empower consumer experiences by leading product strategy and execution for innovative genomics solutions. Collaborate with cross-functional teams to enhance user satisfaction and drive adoption throug...

United StatesRemote

3 days ago

  •   5 - 7 years exp.  •   Healthcare

$125K - $169K *

Lead the charge in enhancing customer success initiatives by driving engagement, optimizing processes, and fostering strong relationships. Collaborate with cross-functional teams to ensure exceptional...

United StatesRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$130K - $160K *

Elevate digital experiences by guiding site operations and enhancing user engagement. Collaborate with cross-functional teams to implement innovative features and optimize performance metrics, driving...

United StatesRemote

Reposted 1 week ago

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

$84K - $127K *

Join a dedicated team focusing on enhancing client retirement plan engagement. Provide expert services and education, fostering relationships and improving participant outcomes in financial wellness a...

Missouri, USRemote

Reposted 4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$84K - $127K *

Engage in meaningful client relationships to elevate retirement plan participation. Provide on-site education and tailored consultations, aiming to enhance investment knowledge and financial outcomes...

California, USRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$84K - $127K *

Drive your career forward by providing education and service in retirement planning while enhancing participant engagement and savings. Collaborate with diverse clients to deliver impactful financial...

RemoteRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$125K - $150K *

Drive measurable improvements in accounting operations by leading a talented team, owning the monthly close process, and modernizing workflows through automation. Collaborate cross-functionally to enh...

RemoteRemote

Reposted 4 weeks ago

  •   8 - 10 years exp.  •   Consumer Technology

$187K - $260K *

Lead the charge in shaping our marketing technology ecosystem, driving product strategy and team development while enhancing workflows and cross-channel capabilities for data-driven marketing success...

United StatesRemote

2 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $110K *

Elevate client relationships and drive revenue growth by developing strategic sales initiatives, negotiating with retail partners, and leveraging market insights to expand market presence and achieve...

Pleasanton, CARemote

3 days ago

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

$80K - $95K *

Champion client success by managing a portfolio of accounts, optimizing Meta campaigns, and driving performance. Build strong relationships, lead strategic discussions, and ensure client retention thr...

Edinburg, TXRemote

5 days ago

  •   Less than 5 years exp.  •   Enterprise Technology

$80K - $95K *

Strategize client relationships and campaign performance. Own a portfolio, lead client calls, manage Meta campaigns, and translate data into actionable insights. Drive retention and results while ensu...

Houston, TXRemote

5 days ago

  •   Less than 5 years exp.  •   Enterprise Technology

$80K - $95K *

Lead client relationships and optimize Meta campaigns to drive performance. Manage multiple accounts, deliver actionable insights, and ensure client satisfaction through strategic communication and pr...

Arlington, TXRemote

5 days ago

  •   Less than 5 years exp.  •   Enterprise Technology

$86K - $145K *

Optimize project delivery by managing timelines and logistics for creative campaigns, ensuring collaboration and clarity. Thrive in a dynamic environment, supporting a skilled team while enhancing you...

United StatesRemote

4 weeks ago

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

$138K - $157K *

Transform client relationships and drive strategic growth in global payments. Lead initiatives to enhance acceptance, implement products, and analyze data to optimize performance while managing risks...

United StatesRemote

6 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $150K *

Join a team that's dedicated to delivering exceptional financial oversight and client service. Lead financial operations, ensure compliance and develop client relationships while mentoring staff in a...

Los Angeles, CARemote

1 month ago

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

$120K - $145K *

Join a dynamic team to lead product strategy and innovation for cutting-edge cloud solutions, driving customer-centric development and measurable growth within the legal technology space. Shape the fu...

RemoteRemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$110K - $135K *

Drive exceptional service delivery by managing a global IT support team, ensuring high-quality technical guidance and client satisfaction while fostering a culture of excellence and continuous improve...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$94K - $138K *

Lead the charge in enhancing enterprise application services, ensuring secure, reliable, and client-centered solutions. Collaborate across teams to align technology with institutional priorities and d...

New Westminster, BCRemote

2 weeks ago

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

$150K - $250K *

Lead the charge in managing complex M&A projects and cross-functional initiatives, driving execution from planning to completion while fostering collaboration and alignment among diverse stakeholders...

United StatesRemote

3 weeks ago

  •   8 - 10 years exp.  •   Enterprise Technology

$85K - $100K *

Engage in the end-to-end valuation process across diverse asset classes, ensuring compliance with USPAP guidelines. Collaborate with teams to analyze market data, mentor analysts, and enhance client r...

Toronto, ONRemote

1 week ago

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

$111K - $149K *

Elevate your expertise as you oversee audit engagements, drive compliance, and foster client relationships in the healthcare sector, focusing on senior living organizations across California...

Irvine, CARemote

Reposted 1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$138K - $235K *

Lead strategic initiatives to shape business growth, drive operational excellence, and influence stakeholders. Collaborate with senior leaders to develop actionable plans based on market insights and...

Florida, USRemote

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.