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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$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...

United StatesRemote

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...

United StatesRemote

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...

RemoteRemote

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 *

Champion user engagement by defining lifecycle journeys, optimizing HubSpot workflows, and driving retention strategies. Collaborate across teams to enhance user experiences and measure success throug...

United StatesRemote

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...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$120K - $195K *

Champion product strategy, drive market development, and innovate within a multi-line commercial insurance environment. Collaborate across teams as a trusted expert to enhance underwriting practices a...

Lansing, MIRemote

Reposted 3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$95K - $115K *

Empower partner success by managing relationships, enhancing product adoption, and driving engagement. Collaborate with cross-functional teams to deliver exceptional service and support, ensuring part...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Business Services

$160K - $200K *

Lead technology due diligence for M&A transactions, guiding private equity clients in evaluating tech assets and risks while driving strategic insights and team development across engagements to creat...

Chicago, ILRemote

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$140K - $160K *

Shape audience monetization strategies by leading analytics efforts, mentoring a team, and collaborating with cross-functional partners to optimize revenue across affiliate, advertising, and e-commerc...

New York, NYRemote

1 month ago

  •   5 - 7 years exp.  •   Media

$125K - $150K *

Join a team that leads enterprise-wide financial planning and analysis. Collaborate with senior leaders to improve business performance and drive strategic financial outcomes, while managing a dedicat...

Johnson City, TNRemote

3 weeks ago

  •   5 - 7 years exp.  •   Pharmaceuticals & Biotech

$100K - $120K *

Unlock your potential as a Technical Project Manager, driving software delivery timelines and ensuring seamless project execution with engineering and product teams. Foster strong stakeholder relation...

Toronto, ONRemote

2 days ago

  •   Less than 5 years exp.  •   Enterprise Technology

$175K - $190K *

Innovate the deployment process by leading two squads to ensure seamless integration and self-service capabilities for customers, driving measurable outcomes and enhancing product effectiveness in a d...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Information Technology

$80K - $110K *

Manage financial operations and reporting for a dynamic infrastructure investment platform. Oversee treasury, accounting, and compliance while collaborating with global teams to ensure financial integ...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Energy & Utilities

$150K - $175K *

Transform the future of nonprofit investment strategies by leading client engagement, business development, and team coordination. Drive growth and enhance service delivery for a diverse portfolio of...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$104K - $202K *

Optimize analytics workflows by enhancing SQL performance, automating processes, and improving infrastructure efficiency. Collaborate with teams to solve complex technical challenges and drive continu...

San Bruno, CARemote

4 days ago

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

$80K - $95K *

Champion client success by managing relationships and ensuring optimal use of solutions. Drive operational excellence and compliance while collaborating cross-functionally to enhance service delivery...

Texas, USRemote

2 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$80K - $95K *

Manage client relationships and drive revenue growth through strategic account planning, contract renewals, and performance analysis. Collaborate with teams to ensure client satisfaction and successfu...

Toronto, ONRemote

2 days ago

  •   5 - 7 years exp.  •   Enterprise Technology

$100K - $120K *

Take ownership of diverse projects, leading cross-functional teams to ensure successful execution, from planning to closure. Drive innovation and efficiency while managing budgets and stakeholder comm...

Tennessee, USRemote

4 days ago

  •   Less than 5 years exp.  •   Transportation

$104K - $202K *

Lead platform initiatives across analytics, driving user needs from definition to delivery. Collaborate with teams to enhance data workflows and ensure effective adoption of enterprise solutions, leve...

San Bruno, CARemote

4 days ago

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

$150K - $180K *

Drive corporate marketing strategy by leading brand, communications, and creative teams. Collaborate across functions to enhance market presence and ensure alignment with business goals while managing...

United StatesRemote

1 week ago

  •   8 - 10 years exp.  •   Information Technology

$80K - $155K *

Champion the execution of complex business initiatives by leading cross-functional projects, mentoring teams, and driving data-informed decisions to ensure alignment with organizational goals and prom...

Bentonville, ARRemote

4 days ago

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

$110K - $130K *

Pioneer innovative AI solutions in healthcare, tackling ambiguous challenges directly. Collaborate with top experts, shipping impactful products at speed while taking full ownership of your work and d...

United StatesRemote

Reposted 4 weeks ago

  •   Less than 5 years exp.  •   Healthcare

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.