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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$130K - $150K *

Shape impactful healthcare solutions by leveraging your Epic Professional Billing expertise. Collaborate with diverse teams to optimize systems, enhance workflows, and drive meaningful results for cli...

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2 weeks ago

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$100K - $120K *

Transform the marketing landscape by leading growth initiatives, building campaigns, and leveraging data to drive qualified pipeline. Collaborate with cross-functional teams to activate strategies and...

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Yesterday

  •   5 - 7 years exp.  •   Healthcare

$130K - $150K *

Join a dynamic team to lead risk management for large-scale construction projects. Drive risk identification, reporting, and mitigation strategies while collaborating with diverse stakeholders to ensu...

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3 days ago

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

$110K - $130K *

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1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$170K - $200K *

Accelerate the evolution of a global Commerce Platform by defining strategy and driving technical solutions through collaboration with cross-functional teams while managing complex product lifecycles...

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3 weeks ago

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

$110K - $130K *

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3 days ago

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$145K - $193K *

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1 week ago

  •   8 - 10 years exp.  •   Telecommunications & Hardware

$110K - $130K *

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  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $95K *

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5 days ago

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$78K - $84K *

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1 week ago

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$165K - $190K *

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Reposted 2 weeks ago

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$165K - $190K *

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Chicago, ILRemote

2 weeks ago

  •   Less than 5 years exp.  •   Business Services

$100K - $120K *

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3 weeks ago

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$150K - $175K *

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$77K - $124K *

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1 week ago

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$135K - $155K *

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2 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $150K *

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Vermont, USRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$145K - $170K *

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5 days ago

  •   5 - 7 years exp.  •   Business Services

$110K - $130K *

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1 week ago

  •   5 - 7 years exp.  •   Information Technology

$100K - $130K *

Support the financial planning and analysis for Executive Leadership, encompassing budgeting, forecasting, and reporting. Collaborate cross-functionally to drive profitability through data-driven insi...

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Reposted 1 week ago

  •   8 - 10 years exp.  •   Healthcare

$150K - $180K *

Contribute to strategic leadership in engineering management, aligning execution with business goals. Drive portfolio success, enhance client satisfaction, and empower teams to optimize performance in...

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1 week ago

  •   11 - 15 years exp.  •   Finance & Insurance

$110K - $130K *

Champion strategic financial analysis to drive key business decisions. Own the operating model and planning cycle, collaborate with leaders, and deliver insights that guide investments and growth in n...

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Yesterday

  •   Less than 5 years exp.  •   Finance & Insurance

$77K - $171K *

Take ownership of client experiences and portfolio health by leading and developing a dynamic team. Drive service excellence, revenue growth, and client retention while managing high-level escalations...

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1 month ago

  •   5 - 7 years exp.  •   Finance & Insurance

$141K - $177K *

Drive strategic initiatives and operational excellence by leading technology solutions, collaborating with stakeholders, and ensuring project success through effective management and innovative proble...

Chicago, ILRemote

2 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$76K - $127K *

Elevate your career by driving impactful marketing strategies for electronic prior authorization solutions. Collaborate across teams to enhance provider engagement and improve patient access, while le...

Columbus, GARemote

1 week ago

  •   5 - 7 years exp.  •   Pharmaceuticals & Biotech

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.