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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$98K - $164K *

Help us drive SOX compliance by managing business process controls, collaborating with stakeholders, and ensuring effective remediation. This hands-on role requires strong expertise in SOX, project ex...

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3 weeks ago

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

$110K - $130K *

Elevate the marketing strategy for the Smart Buildings Electrical Distribution NEMA business line in Latin America. Lead and coach the marketing team while driving profitable growth and ensuring align...

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3 days ago

  •   8 - 10 years exp.  •   Manufacturing & Automotive

$95K - $115K *

Join a team that's dedicated to enhancing customer success in cybersecurity. Leverage your expertise to build trusted relationships, drive product adoption, and ensure client satisfaction while naviga...

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2 days ago

  •   Less than 5 years exp.  •   Consumer Technology

$116K - $216K *

Join a team that's pioneering AI risk management governance, enhancing frameworks and assessments across business lines. Collaborate with diverse functions to ensure compliance and effective deploymen...

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2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$138K - $198K *

Innovate financial strategies as a key partner in FP&A, driving insights and accountability across R&D and G&A. Own financial models, forecasts, and planning processes to support strategic decision-ma...

United StatesRemote

2 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$165K - $175K *

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1 week ago

  •   11 - 15 years exp.  •   Pharmaceuticals & Biotech

$110K - $130K *

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2 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$90K - $110K *

Shape the future of retirement planning by partnering with advisors to drive growth in employer-sponsored plans. Utilize your expertise to provide consultative sales support, foster relationships, and...

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Yesterday

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $160K *

Join a team that's delivering innovative solutions in construction management for complex data center projects, ensuring safety, quality, and timely execution while leading a diverse on-site team acro...

Georgia, USRemote

Reposted 1 week ago

  •   8 - 10 years exp.  •   Manufacturing & Automotive

$110K - $130K *

Lead the charge in Partner Success by managing high-priority portfolios, fostering strong relationships, and executing strategic plans while collaborating with cross-functional teams to drive growth a...

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Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$94K - $151K *

Build strategic partnerships and drive growth for a portfolio of major retail accounts. Own the full account lifecycle, develop tailored solutions, and lead cross-functional teams to deliver exception...

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1 week ago

  •   5 - 7 years exp.  •   Information Technology

$80K - $120K *

Transform the implementation landscape by engaging in diverse projects, driving efficient business processes, and enhancing client success through strategic consulting and mentorship of junior team me...

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Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$245K - $337K *

Strategize and drive revenue growth by expanding consulting services, building C-level relationships, and negotiating complex contracts. Collaborate with sales teams to enhance market share and establ...

California, USRemote

1 week ago

  •   8 - 10 years exp.  •   Enterprise Technology

$110K - $130K *

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Reposted 3 weeks ago

  •   8 - 10 years exp.  •   Pharmaceuticals & Biotech

$80K - $95K *

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Fort Lauderdale, FLRemote

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$171K - $286K *

Join a team that's at the forefront of specialty finance, analyzing credit risk and shaping innovative insurance solutions to drive business success while collaborating with investment experts and ext...

Columbus, OHRemote

Reposted 4 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$100K - $187K *

Engage clients as a trusted advisor, develop and execute strategic account plans, and drive business growth through effective relationship management in data and analytics services...

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Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Information Technology

$85K - $105K *

Lead the charge in managing enterprise-level projects, ensuring timely delivery and alignment with business goals. Collaborate across teams to optimize processes and guide clients through complex soft...

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4 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$101K - $132K *

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1 week ago

  •   8 - 10 years exp.  •   Information Technology

$100K - $157K *

Lead the charge in enhancing digital presence and customer engagement. Drive technical delivery for software upgrades while managing project teams, resolving issues, and ensuring cross-functional coor...

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Reposted 1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$150K - $175K *

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1 week ago

  •   8 - 10 years exp.  •   Enterprise Technology

$80K - $87K *

Oversee accounting operations, deliver insightful financial reports, manage compliance, and mentor team members while collaborating directly with clients to support their financial success and drive a...

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Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$106K - $174K *

Lead the charge in enhancing business relationships with third-party partners, driving operational efficiency and sales enablement. Collaborate across teams to improve client experiences and address s...

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1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Manage and lead complex infrastructure projects for financial services clients, ensuring strategic objectives are met through effective planning, execution, and collaboration. Elevate your career in a...

San Antonio, TXRemote

4 days ago

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

$110K - $130K *

Lead the execution of complex infrastructure projects, ensuring alignment with strategic objectives while managing client relationships and project teams. Drive innovation in project delivery and enha...

Dallas, TXRemote

4 days ago

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

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.