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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$250K - $300K *

Lead the investment and wealth distribution strategy for Retirement, driving revenue growth, market penetration, and adoption. Build capabilities, operating models, and a team to effectively execute i...

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3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Champion compliance excellence by leading innovative technology integration and regulatory strategies across Medicare Advantage and Part D channels, ensuring seamless operations and enhanced agent eff...

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1 week ago

  •   5 - 7 years exp.  •   Business Services

$131K - $219K *

Transform client relationships by leading new business development, managing high-value portfolios, and ensuring top-notch credit quality in the corporate banking sector. Collaborate with specialists...

Phoenix, AZRemote

Reposted 2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$107K - $147K *

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Minneapolis, MNRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $120K *

Join a team that's integral to M&A execution, driving deals from proposal to close. Collaborate with senior members, conduct financial analysis, and coordinate across teams to ensure successful deal c...

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3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$134K - $184K *

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1 week ago

  •   5 - 7 years exp.  •   Consumer Technology

$110K - $130K *

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1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $130K *

Elevate cross-functional collaboration by managing complex initiatives, ensuring readiness, and driving execution visibility. Foster alignment among teams to achieve business outcomes with predictabil...

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2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $95K *

Join a team that's dedicated to precision and efficiency in accounting. Lead the monthly close process, manage reconciliations, and collaborate cross-functionally in a fast-paced environment, ensuring...

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3 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$125K - $150K *

Elevate your career by owning and driving growth across international customer accounts, fostering deep relationships, managing complex stakeholders, and translating business needs into impactful solu...

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4 weeks ago

  •   8 - 10 years exp.  •   Enterprise Technology

$98K - $183K *

Join a team that shapes the future of customer success in government by leading strategic relationships, ensuring retention, and cultivating growth through innovative solutions and inspiring leadershi...

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3 weeks ago

  •   8 - 10 years exp.  •   Retail & Consumer Goods

$122K - $184K *

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United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Consumer Technology

$80K - $95K *

Support corporate underwriting by conducting complex financial analyses and client interactions. Collaborate with senior leadership to design credit solutions that align with client needs while managi...

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Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$135K - $160K *

Advance financial operations by managing project finance teams, enhancing reporting processes, and supporting month-end close activities. Collaborate with stakeholders to ensure accurate revenue recog...

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2 weeks ago

  •   8 - 10 years exp.  •   Healthcare

$135K - $160K *

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2 weeks ago

  •   8 - 10 years exp.  •   Healthcare

$125K - $150K *

Innovate and guide the technical architecture of our NetSuite ERP, ensuring scalable solutions by collaborating cross-functionally on designs and optimizing integrations while mentoring developers to...

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4 weeks ago

  •   5 - 7 years exp.  •   Retail & Consumer Goods

$100K - $120K *

Provide strategic leadership and execution in paid search, managing a portfolio while aligning with client goals. Drive optimization and performance enhancements across various platforms, ensuring eff...

United StatesRemote

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$109K - $184K *

Join a dynamic team to shape policy strategies and funding opportunities that enhance public sector technology adoption. This cross-functional role requires coalition-building skills and in-depth know...

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Reposted 3 weeks ago

  •   8 - 10 years exp.  •   Enterprise Technology

$120K - $162K *

Transform regulatory advocacy for independent advisors, driving engagement and influencing policy at state and federal levels. Collaborate with stakeholders to develop strategic initiatives that enhan...

United StatesRemote

4 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$96K - $181K *

Elevate your career by leading risk-based internal audits, collaborating with business leaders to enhance governance and control processes. Drive audit planning, execution, and team development while...

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1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$125K - $175K *

Unlock your potential by leading risk management initiatives, collaborating with stakeholders to assess project risks, and developing comprehensive risk strategies. Engage clients and enhance your exp...

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2 weeks ago

  •   11 - 15 years exp.  •   Real Estate & Construction

$115K - $135K *

Lead the charge in driving new business opportunities and managing territory expansion. Build trusted relationships with key decision-makers while executing partner-led initiatives and coordinating a...

Portland, ORRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Information Technology

$115K - $135K *

Accelerate your career by driving new business and expansion in a dynamic territory. Leverage partner relationships and data-driven strategies to build a robust pipeline, conduct impactful training, a...

Seattle, WARemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Information Technology

$105K - $120K *

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3 days ago

  •   5 - 7 years exp.  •   Enterprise Technology

$145K - $181K *

Champion the growth of the Security Engineering team, driving collaboration across functions to enhance cybersecurity. Utilize your technical expertise and leadership skills to mentor talent, manage s...

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3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

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.