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.
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.
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.
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.
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.
$100K - $120K *
Accelerate progress at managing Joint Pole Committee services, leading personnel, ensuring quality and productivity, and coordinating customer deliverables while supporting program execution and issue...
3 weeks ago
Senior Sales Executive (Bay Area)
$150K - $175K *
Help us drive AI and Data Services sales by building relationships and delivering tailored solutions to enterprise clients. Engage in territory planning, pipeline management, and collaborate with part...
4 weeks ago
$77K - $124K *
Champion financial excellence by leading FP&A cycles, driving insightful reporting, and fostering collaboration across teams to enhance performance in the Seasonal & Specialty Distribution segment. Yo...
1 week ago
$135K - $155K *
Drive impactful data solutions by bridging business needs with engineering teams. Own project intake, prioritize requests, and ensure clear communication across departments to enhance efficiency and d...
2 days ago
$120K - $150K *
Unlock potential by leading strategic client engagement and enhancing captive performance. Collaborate across teams to deliver insights and value, ensuring high-quality service and fostering long-term...
1 week ago
Digital Consulting Manager, Oracle Cloud SCM & P2P
$145K - $170K *
Drive transformative Oracle Cloud P2P solutions for Higher Education, guiding teams and clients through strategic implementations while fostering a collaborative culture and mentoring junior staff to...
5 days ago
$110K - $130K *
Elevate customer success by leading a dynamic team focused on driving adoption, enhancing relationships, and achieving measurable outcomes through collaboration and strategic initiatives across variou...
1 week ago
$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...
Reposted 1 week ago
Senior Director, Energy Engineering Management
$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...
1 week ago
$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...
Yesterday
Merchant Services Client Solution Manager II - Corporate & Institutional Banking (C&IB)
$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...
1 month ago
$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...
2 days ago
Product Marketing Manager - Provider
$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...
1 week ago
$180K - $200K *
Champion payroll excellence by leading global teams to innovate and automate processes while ensuring compliance and operational efficiency across multiple jurisdictions...
4 weeks ago
Director, Professional Services - Cybersecurity
$160K - $175K *
Transform cybersecurity professional services by leading delivery execution, ensuring quality, and developing talent. Collaborate with cross-functional teams to enhance service capabilities and drive...
1 week ago
Project Manager, Strategic Projects
$97K - $109K *
Unlock potential by driving project execution and fostering collaboration across teams. Manage risks, enhance visibility, and support multiple initiatives to ensure timely delivery and continuous impr...
3 days ago
Senior Manager, Pain Portfolio
$129K - $185K *
Innovate global medical strategies for the Companion Animal Pain portfolio, driving growth and customer value through scientific engagement, KOL collaboration, and effective market implementation acro...
2 weeks ago
Account Manager-Group Benefits
$76K - $129K *
Champion client relationships by driving effective account management strategies, enhancing profitability, and ensuring seamless communication between policyholders and internal teams. Collaborate on...
2 weeks ago
Transaction Advisory Senior Consultant
$95K - $115K *
Join our team and take ownership of transforming financial insights into compelling due diligence analyses, ensuring clients make informed decisions. Collaborate with experts to deliver high-quality r...
3 weeks ago
Corporate Finance Manager, Fundraising and Investor Relations
$133K - $166K *
Champion the fundraising efforts of a dynamic corporate finance team, managing complex debt and equity processes while collaborating with senior leadership to craft compelling narratives for investors...
1 week ago
Senior Project Manager - Solar PV & BESS
$134K - $194K *
Lead and manage multiple solar PV and BESS projects, ensuring safety, quality, and timely delivery. Collaborate with cross-functional teams and mentor junior staff while maintaining client communicati...
3 weeks ago
Senior Manager, Performance Marketing
$160K - $190K *
Drive your career forward by owning the end-to-end paid acquisition program. Lead channel strategy, budget allocation, and hands-on campaign management while launching new channels and optimizing perf...
3 weeks ago
$110K - $130K *
Empower your career by managing complex cloud discount instruments. Leverage your FinOps expertise to optimize financial operations and enhance our autonomous cloud management system, ensuring seamles...
Reposted 1 week ago
Senior Business Strategy Manager
$140K - $220K *
Transform strategic initiatives into actionable plans, driving growth and efficiency through data-driven insights and cross-functional collaboration. Lead M&A strategies and enhance customer experienc...
1 week ago
Sr Business Development Manager (SBL)
$115K - $135K *
Help us expand our commercial lending portfolio by building client relationships and delivering tailored financing solutions. You'll play a key role in driving business growth while ensuring an except...
1 week ago
What is a Private Client Services Tax Manager?
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?
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?
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?
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?
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.