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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$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

$185K - $310K *

Shape the future of consumer banking by leading deposit pricing, P&L management, and analytics. Drive strategic decisions that enhance profitability and growth while building a high-performing team ac...

New York, NYRemote

3 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$115K - $135K *

Empower client success by building strategic partnerships and driving engagement, satisfaction, and program value. Collaborate with enterprise clients to identify growth opportunities while providing...

United StatesRemote

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$74K - $90K *

Transform paid search campaigns by managing diverse client portfolios and driving user acquisition through strategic optimization of Google and Microsoft Ads. Collaborate with client teams to meet per...

United StatesRemote

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$107K - $180K *

Lead the charge in empowering sales teams through innovative enablement programs, training, and resources. Collaborate across departments to optimize processes and enhance seller effectiveness, drivin...

United StatesRemote

2 days ago

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

$110K - $130K *

Drive impactful global clinical trials as a Project Manager, leading cross-functional teams to ensure project delivery on time, within budget, and to quality standards while managing vendor relationsh...

North Carolina, USRemote

2 weeks ago

  •   5 - 7 years exp.  •   Pharmaceuticals & Biotech

$175K - $210K *

Lead cross-functional partnerships to enhance financial performance and drive growth. Oversee monthly close processes, corporate reporting, and audits while guiding a high-performing team through stra...

United StatesRemote

Reposted 1 week ago

  •   11 - 15 years exp.  •   Enterprise Technology

$93K - $137K *

Contribute to impactful projects by leveraging your expertise in analysis and strategy. Collaborate cross-functionally to drive innovative solutions and enhance operational efficiency, ensuring alignm...

Texas, USRemote

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$96K - $118K *

Advance strategic partnerships by managing high-value commercial opportunities from inception to implementation, ensuring seamless coordination among stakeholders and clarity in contractual obligation...

United StatesRemote

2 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$110K - $130K *

Oversee the design and development of clinical databases while ensuring project timelines and quality standards are met. Collaborate across teams to provide technical support and mentor team members...

United StatesRemote

Reposted 4 days ago

  •   8 - 10 years exp.  •   Pharmaceuticals & Biotech

$115K - $165K *

Unlock potential by leading sales strategies in a dynamic environment, engaging with executive clients and driving innovative solutions across a diverse tech platform, while leveraging major accounts...

United StatesRemote

Reposted 3 days ago

  •   5 - 7 years exp.  •   Information Technology

$115K - $165K *

Join a dynamic team to drive business growth by engaging with clients, managing sales cycles, and leveraging innovative solutions across tech domains. Utilize your expertise to enhance client relation...

United StatesRemote

Reposted 4 days ago

  •   5 - 7 years exp.  •   Information Technology

$110K - $130K *

Champion cost analysis excellence across complex projects, ensuring accurate reporting and strategic guidance. Collaborate with teams to enhance cost control systems and drive successful project deliv...

Houston, TXRemote

3 weeks ago

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

$100K - $120K *

Unlock potential by leveraging your expertise in data analysis and psychometrics to drive innovative assessment solutions. Collaborate with a dynamic team to enhance educational outcomes through advan...

United StatesRemote

2 weeks ago

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

$140K - $180K *

Innovate with us as you lead technical delivery for enterprise data integration and migration projects, focusing on Higher Education and Salesforce ecosystems. Drive solution architecture, manage team...

United StatesRemote

1 week ago

  •   8 - 10 years exp.  •   Enterprise Technology

$70K - $95K *

Deliver impactful project management for complex implementations, leading teams to ensure successful outcomes while cultivating valued client relationships and driving business success through effecti...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$110K - $130K *

Advance public safety software solutions by driving the product vision and roadmap for Records Management Software, optimizing features and ensuring alignment with customer needs, market trends, and t...

United StatesRemote

Reposted today

  •   Less than 5 years exp.  •   Enterprise Technology

$290K - $323K *

Lead the charge in modernizing pricing frameworks and analytics for P&C insurance. This role requires a strategic visionary to shape commercial pricing and leverage advanced data insights for impactfu...

Walnut Creek, CARemote

4 weeks ago

  •   11 - 15 years exp.  •   Staffing

$175K - $190K *

Elevate your career by guiding clients through ERP and HCM transformations. Leverage your Workday expertise to shape strategic visions, enhance organizational readiness, and drive impactful change acr...

United StatesRemote

3 days ago

  •   5 - 7 years exp.  •   Enterprise Technology

$120K - $157K *

Drive digital health innovation by managing an end-to-end telehealth portfolio. Own partner relationships, set strategic goals, and lead revenue growth while ensuring optimum member experiences throug...

United StatesRemote

Reposted 4 days ago

  •   5 - 7 years exp.  •   Healthcare

$149K - $248K *

Lead the transformation of Workday Financial Management, ensuring effective design and implementation across finance and enterprise processes. Collaborate with cross-functional teams to optimize ERP c...

United StatesRemote

2 weeks ago

  •   11 - 15 years exp.  •   Business Services

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.