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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$85K - $95K *

Join a dynamic team to deliver exceptional client service, manage accounts, and enhance relationships with AmLaw firms. Drive success through proactive communication, issue resolution, and a client-fi...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$108K - $130K *

Champion web performance through hands-on management, optimizing egnyte.com. Lead cross-functional projects and collaboration, turning business needs into high-impact web solutions using analytics and...

Mountain View, CARemote

1 month ago

  •   5 - 7 years exp.  •   Enterprise Technology

$104K - $176K *

Lead the charge in optimizing revenue operations by refining sales processes, enhancing forecasting accuracy, and collaborating with cross-functional teams to drive impactful solutions that support th...

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2 weeks ago

  •   5 - 7 years exp.  •   Information Technology

$213K - $445K *

Advance strategic initiatives in Food & Beverage investment banking by cultivating senior-level relationships, executing complex transactions, and providing expert advisory services to clients, drivin...

United StatesRemote

3 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$80K - $110K *

Drive client growth by enhancing software adoption and satisfaction. Collaborate with sales and success teams to implement strategies, facilitate demos, and manage client relationships, ensuring long...

United StatesRemote

4 days ago

  •   8 - 10 years exp.  •   Information Technology

$110K - $130K *

Join us to build a new AI-driven demand generation channel from scratch. You'll identify audiences, develop outreach strategies, and run experiments to create a repeatable pipeline, all while collabor...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$110K - $130K *

Join a team that's building a new AI-driven demand generation channel from scratch. You'll identify audiences, develop outreach strategies, and run experiments to create a repeatable pipeline, all whi...

CanadaRemote

3 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$140K - $170K *

Lead the charge in shaping portfolio-level product strategy for P&C insurance technology. Collaborate across multiple product lines to drive data-driven investment decisions and enhance overall portfo...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$80K - $95K *

Join a team that's dedicated to driving growth in enterprise sales for cloud-based HR solutions. Collaborate with internal partners to exceed revenue goals while fostering strong client relationships...

Florida, USRemote

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$100K - $120K *

Unlock potential by leading the General Accounting function, ensuring accurate financial reporting and robust internal controls while driving continuous improvement and team development in a dynamic e...

United StatesRemote

Yesterday

  •   5 - 7 years exp.  •   Healthcare

$95K - $115K *

Champion the successful delivery of projects and technology initiatives by coordinating cross-functional teams and managing risks, ensuring timely and high-quality outcomes that align with business ob...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$138K - $165K *

Elevate your career by leading complex product initiatives across technical domains. Collaborate with cross-functional teams to drive strategic direction into actionable plans, ensuring measurable out...

United StatesRemote

5 days ago

  •   8 - 10 years exp.  •   Technical Services

$110K - $130K *

Drive impactful IT project delivery in a multi-site healthcare environment. Lead complex transformations, enhance governance, and foster stakeholder collaboration while ensuring tangible business outc...

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1 month ago

  •   5 - 7 years exp.  •   Healthcare

$78K - $156K *

Join a dynamic team as you manage complex commercial contracts, balancing legal and business needs. Collaborate with cross-functional stakeholders to drive negotiations and enhance contracting process...

Durham, NCRemote

Reposted 2 days ago

  •   5 - 7 years exp.  •   Healthcare

$200K - $250K *

Pioneer innovative solutions in enterprise healthcare by owning product development, enhancing EMR integrations, and streamlining implementations to ensure rapid adoption and customer satisfaction acr...

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2 weeks ago

  •   Less than 5 years exp.  •   Healthcare

$140K - $150K *

Reimagine the services landscape by optimizing the sales and delivery of professional services. In this influential role, collaborate cross-functionally to enhance proposal creation, streamline operat...

United StatesRemote

Reposted 4 days ago

  •   Less than 5 years exp.  •   Business Services

$175K - $210K *

Transform the Platform organization by owning roadmap planning, development processes, and cross-functional coordination. Drive execution and ensure alignment with business goals while providing leade...

United StatesRemote

4 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Join a team that's driving the execution of complex data center construction projects. Lead planning, manage resources, and optimize client service while ensuring quality and financial performance acr...

Texas, USRemote

Yesterday

  •   8 - 10 years exp.  •   Energy & Utilities

$105K - $150K *

Champion integrated marketing campaigns that drive pipeline growth in the Business & Government sector. Collaborate across teams to execute strategies, optimize performance, and leverage AI for innova...

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2 days ago

  •   8 - 10 years exp.  •   Education, Government & Non-Profit

$95K - $115K *

Transform complex retirement plans through compliance testing and reporting. Ensure tax qualification by meeting IRS and DOL requirements while providing expert guidance and training to enhance client...

Florida, USRemote

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $100K *

Reimagine retirement solutions by driving sales in small to mid-sized markets. Collaborate with financial intermediaries to build relationships and achieve company objectives while managing a dynamic...

RemoteRemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $130K *

Partner with us to deliver strategic financial insights that drive business success through effective forecasting, budgeting, and performance analysis, enabling informed decision-making and enhancing...

United StatesRemote

Reposted 1 week ago

  •   8 - 10 years exp.  •   Pharmaceuticals & Biotech

$105K - $115K *

Lead financial pricing strategies and support sales operations through analytical insights, forecasting, and continuous improvement initiatives. Collaborate with cross-functional teams to optimize mar...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Transportation

$112K - $147K *

Drive strategic sales growth for key accounts in the apparel sector. Collaborate effectively with internal teams and external partners to craft tailored business models, optimize product mix, and enha...

United StatesRemote

Reposted 2 weeks ago

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

$123K - $164K *

Drive end-to-end design execution for major data center projects, leading multidisciplinary teams to ensure alignment with safety, sustainability, and commercial goals throughout the project lifecycle...

RemoteRemote

3 days ago

  •   8 - 10 years exp.  •   Business Services

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.