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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$200K - $300K *

Elevate your career by driving new dealership partnerships and expanding market presence. Lead strategic sales initiatives from prospecting to negotiation, collaborating across teams to deliver tailor...

California, USRemote

2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$210K - $230K *

Partner with us to drive customer success by leading complex technical engagements, ensuring alignment across teams, and delivering measurable impact for enterprise clients in the evolving AI security...

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Reposted today

  •   5 - 7 years exp.  •   Information Technology

$170K - $200K *

Unlock potential by spearheading scalable product solutions that transform workflow primitives into reusable components, driving efficiencies across teams and optimizing the collaboration between engi...

Palo Alto, CARemote

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$135K - $160K *

Unlock your potential as you own the financial performance of a dynamic business unit, driving strategic decisions and enhancing visibility to shape impactful processes and outcomes. Join a hands-on l...

Morrisville, NCRemote

Reposted 3 weeks ago

  •   8 - 10 years exp.  •   Pharmaceuticals & Biotech

$120K - $145K *

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4 days ago

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$227K - $280K *

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3 days ago

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$110K - $130K *

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Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Business Services

$125K - $150K *

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1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$131K - $219K *

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Illinois, USRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $180K *

Join a team that's driving financial excellence by overseeing accounting, compliance, and reporting processes. Influence strategic decisions through insightful financial guidance while fostering a cul...

Bentonville, ARRemote

2 weeks ago

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

$129K - $162K *

Develop and lead actuarial processes for Medicare Value-Based Care, managing monthly results, payer settlements, and special projects. Collaborate with cross-functional teams to enhance analytics and...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Healthcare

$120K - $150K *

Accelerate customer success by managing enterprise accounts, driving onboarding, and ensuring long-term satisfaction. Collaborate cross-functionally to deliver value, mitigate risks, and identify grow...

United StatesRemote

Reposted 6 days ago

  •   5 - 7 years exp.  •   Information Technology

$99K - $136K *

Take ownership of client relationships in the Financial Services sector, driving sales growth through upselling and prospecting. Leverage your expertise to influence decision-makers and contribute to...

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3 weeks ago

  •   Less than 5 years exp.  •   Consumer Technology

$147K - $211K *

Grow your career with a hands-on leadership role overseeing production support for critical investment applications in hybrid cloud environments. Drive operational excellence through automation, colla...

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Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $145K *

Innovate digital experiences by leading project execution across technology portfolios. Collaborate with business and tech leaders to drive priorities, enhance capabilities, and deliver exceptional me...

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1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $110K *

Lead the charge in optimizing customer operations by enhancing support and service delivery. Drive team performance, improve workflows, and leverage AI to elevate customer experience and satisfaction...

United StatesRemote

2 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$86K - $144K *

Unlock potential by leading the design and development of scalable generative AI services, ensuring architectural integrity and mentoring teams. Collaborate with cross-functional stakeholders to drive...

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Reposted 4 days ago

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

$108K - $216K *

Champion strategic content partnerships and drive digital initiatives by optimizing performance, enhancing customer engagement, and ensuring operational excellence across the content ecosystem. Lead r...

Irvine, CARemote

Yesterday

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

$165K - $190K *

Engage with portfolio executives to drive revenue growth and operational improvement, focusing on strategic initiatives across pricing, sales effectiveness, and performance enhancement. Lead impactful...

Boston, MARemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Business Services

$110K - $130K *

Pioneer impactful performance marketing strategies, driving sales results through optimized paid search and conversion rate initiatives. Collaborate with cross-functional teams to enhance pipeline eff...

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Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $145K *

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5 days ago

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

$90K - $120K *

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Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Business Services

$140K - $165K *

Champion strategic growth by managing key accounts, driving new business, and fostering executive relationships. Lead complex negotiations and orchestrate a virtual team to deliver impactful solutions...

New York, NYRemote

1 week ago

  •   5 - 7 years exp.  •   Information Technology

$110K - $130K *

Join our team to enhance third-party risk management, ensuring vendors meet cybersecurity and compliance standards. Collaborate across departments to assess risks, support audits, and communicate effe...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$250K - $300K *

Champion operational excellence by leading a multi-functional team to enhance trading, operations, and billing processes, ensuring a seamless client experience and driving continuous improvement acros...

United StatesRemote

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.