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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$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

$110K - $130K *

Lead critical infrastructure projects for financial services clients, managing all phases from planning to completion. Collaborate with teams to ensure project success while mentoring junior managers...

Tempe, AZRemote

4 days ago

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

$100K - $120K *

Join a team that analyzes credit policies and develops strategies to enhance lending effectiveness, utilizes data analytics for risk management, and collaborates with stakeholders to drive impactful d...

United StatesRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$135K - $180K *

Join a team that's dedicated to handling complex insurance legal matters, representing clients in civil litigation. Leverage your expertise to develop strategies, conduct trials, and draft legal docum...

CanadaRemote

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$82K - $137K *

Collaborate with regional leaders to oversee comprehensive financial operations, ensuring revenue integrity, budget forecasting, and compliance across multiple hospitality properties to drive profitab...

RemoteRemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Hospitality & Recreation

$110K - $135K *

Lead the charge in managing high-severity, complex insurance claims, focusing on EPL and Professional Liability. Serve as a subject matter expert, ensuring compliance and strategic resolution while ad...

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2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $95K *

Lead the charge in managing Year 15 transactions for LIHTC properties, ensuring successful investor exits and partnership restructurings while preserving affordable housing assets through expert finan...

United StatesRemote

2 weeks ago

  •   Less than 5 years exp.  •   Business Services

$145K - $178K *

Lead the charge in driving strategic growth for hyperscale and silicon design customers. Own global account strategy, manage complex negotiations, and coordinate cross-functional teams to deliver inno...

California, USRemote

2 weeks ago

  •   5 - 7 years exp.  •   Business Services

$120K - $145K *

Shape the future of discovery operations by leveraging your legal expertise and leadership skills to enhance service delivery and team performance, ensuring top-quality results and efficient workflows...

United StatesRemote

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$118K - $177K *

Optimize the CEO's effectiveness by managing schedules, travel, and communications. Collaborate with the Chief of Staff to ensure seamless operations and support executive priorities, enhancing organi...

Pennsylvania, USRemote

2 weeks ago

  •   8 - 10 years exp.  •   Pharmaceuticals & Biotech

$85K - $98K *

Transform client relationships by owning a portfolio of B2B accounts, driving growth through tailored solutions in FX and payments, and leveraging technology for impactful service delivery...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$95K - $115K *

Shape the future of customer experience by enhancing operational efficiency and driving satisfaction. Collaborate across teams to implement strategies that elevate service quality and ensure seamless...

California, USRemote

3 days ago

  •   5 - 7 years exp.  •   Transportation

$79K - $133K *

Join a team that's pivotal in shaping financial transparency by preparing and reviewing GAAP and Statutory financial statements. Collaborate across departments to enhance reporting accuracy and drive...

United StatesRemote

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$83K - $140K *

Drive strategic financial analysis to optimize R&D expenditures. Collaborate with engineering leaders to enhance reporting frameworks and forecasting models, ensuring accurate budget guidance and impa...

United StatesRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$83K - $140K *

Lead the charge in financial modeling and forecasting, driving strategic insights and collaborative planning processes across Corporate Finance & Strategy to optimize performance and align financial g...

United StatesRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$100K - $120K *

Drive end-to-end delivery of wireless infrastructure projects, managing scope, budget, and timelines while coordinating with internal teams and stakeholders to ensure quality and customer satisfaction...

North Carolina, USRemote

4 days ago

  •   5 - 7 years exp.  •   Telecommunications & Hardware

$80K - $95K *

Drive business success by managing customer relationships and achieving sales goals. Collaborate with teams to enhance market presence and leverage insights for strategic growth in the natural channel...

Livermore, CARemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$86K - $130K *

Unlock operational excellence by managing payroll for a multi-state workforce, ensuring accuracy and compliance while driving process improvements and enhancing employee experience through expert Work...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$90K - $110K *

Empower our team by delivering exceptional service in property claims, ensuring accuracy and compliance while fostering strong relationships with members and agents. Drive operational efficiency and s...

RemoteRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$112K - $140K *

Shape the future of pricing strategy by leading initiatives that optimize monetization and enhance product value. Collaborate cross-functionally to drive impactful pricing decisions that align with bu...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Technical Services

$130K - $150K *

Drive sales growth and platform adoption by executing strategic marketing initiatives, collaborating across teams, and leveraging customer insights to enhance product positioning and sales enablement...

United StatesRemote

3 weeks ago

  •   Less than 5 years exp.  •   Energy & Utilities

$85K - $95K *

Transform client relationships by delivering exceptional service and support, ensuring seamless communication and issue resolution while collaborating with internal teams to enhance client satisfactio...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$88K - $95K *

Drive operational excellence by leading projects across teams, enhancing efficiency, managing stakeholders, and ensuring timely delivery. Collaborate within a dynamic environment dedicated to improvin...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$140K - $160K *

Grow your career with a dynamic team focused on expanding market presence and customer engagement in the Energy sector. Leverage your sales expertise to drive strategies, meet client needs, and ensure...

Dallas, TXRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Food & Beverages

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.