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.
Sr. Engagement Manager, Forward Deployed Engineering - Public Sector
$130K - $179K *
Lead complex engagements and establish strategic relationships while mentoring teams and driving solutions in high-stakes Public Sector environments. Shape account strategy and deliver measurable impa...
3 weeks ago
Sales Director, New Business - Financial Services
$175K - $241K *
Empower a high-performing sales team in the Financial Services sector, driving new business growth and fostering long-term client relationships. Lead with a consultative approach to exceed revenue tar...
1 week ago
Senior Associate, Insurance Compliance
$80K - $95K *
Drive compliance excellence by overseeing complex insurance activities, ensuring adherence to investor and regulatory standards while mentoring junior team members and enhancing operational processes...
2 weeks ago
Senior Partner Success Manager
$125K - $145K *
Contribute to the growth of strategic partner relationships by driving successful implementations and onboarding practices. Collaborate across teams to enhance partner experiences and ensure long-term...
3 weeks ago
Manager, Account Growth & Expansion
$110K - $130K *
Explore a leadership role driving expansion revenue by coaching Account Managers, identifying growth opportunities, and enhancing strategies within Mega and Large real estate teams to achieve signific...
2 weeks ago
$135K - $160K *
Lead the charge in defining user experience strategy, managing a multi-disciplinary design team to deliver innovative, user-centered digital products while fostering collaboration and high-impact desi...
1 week ago
Senior Manager, Commercial Excellence
$120K - $145K *
Champion global sales excellence by driving standardization, processes, and capabilities across teams. Elevate performance through strategic planning and execution, acting as a trusted partner to sale...
2 weeks ago
Senior Program Manager - Market Performance
$125K - $181K *
Lead the charge in enhancing market and provider performance through strategic initiatives, project management, and cross-functional collaboration, ensuring operational excellence and improved member...
2 weeks ago
$100K - $130K *
Drive impactful pricing strategies and proposal development for federal contracts, ensuring compliance and competitive analysis. Collaborate with cross-functional teams to deliver accurate, cost-effec...
2 weeks ago
Product Manager - Nationwide, US
$124K - $132K *
Optimize product strategies for a fintech platform, enhancing user experience and compliance in property management accounting. Collaborate with experts to drive efficiency and accuracy in high-volume...
1 week ago
$131K - $243K *
Shape the future of customer data management by leveraging your expertise to deliver strategic insights and solutions that drive business value for clients while collaborating with cross-functional te...
3 weeks ago
Senior Manager, eCommerce Sales Growth
$100K - $130K *
Champion eCommerce growth by optimizing digital sales strategies, enhancing customer experiences, and driving operational excellence across DTC channels. Collaborate cross-functionally to leverage ins...
2 weeks ago
$87K - $108K *
Transform partner marketing strategies by executing joint initiatives with Google, enhancing visibility and demand for digital innovations. Collaborate across teams to drive growth and optimize market...
Reposted 1 week ago
$90K - $180K *
Lead financial planning and analysis efforts, driving insights and risk mitigation. Collaborate with teams to enhance reporting transparency and develop high-performing associates in a dynamic, accoun...
Reposted yesterday
Manager, KYC & Remediation, Canadian Business Banking
$70K - $150K *
Advance your career by overseeing a vital customer remediation program in Canadian Business Banking. Collaborate with diverse teams, ensure regulatory compliance, and implement effective risk manageme...
3 weeks ago
Senior Professional Service Consultant
$117K - $143K *
Unlock potential by leading transformative consulting projects for mortgage lenders. Collaborate with clients to drive efficiencies, optimize operations, and implement effective solutions that enhance...
1 month ago
Strategic Customer Success Manager - US Public Sector
$111K - $150K *
Empower your career by driving customer success for key enterprise accounts. Collaborate with diverse teams to enhance efficiency, safety, and sustainability in operations while mentoring peers and fo...
Reposted 3 weeks ago
Principal, Business Consulting
$150K - $180K *
Drive impactful transformation initiatives by leveraging data-driven strategies, enhancing client partnerships, and delivering measurable results across diverse business functions while mastering comp...
Reposted 2 weeks ago
Principal Product Manager, Savings (R13997)
$148K - $237K *
Champion the growth of our AI-driven Savings product by leading strategy, ideation, and execution. Collaborate across teams to enhance financial health solutions that significantly impact user retenti...
Reposted 3 weeks ago
Financial Planning & Analytics Senior Director
$150K - $180K *
Lead the charge in strategic financial planning and analysis, driving enterprise-wide budgeting, forecasting, and performance insights to optimize business outcomes and support executive decision-maki...
3 weeks ago
$110K - $130K *
Help us lead complex capital projects by overseeing technical and operational management, ensuring timely delivery, and mentoring a talented team for excellence in bulk material handling and construct...
3 weeks ago
$90K - $110K *
Lead the charge in aligning HR strategies with business goals, serving as a trusted advisor, enhancing employee experiences, and providing impactful HR support throughout the employee lifecycle in a f...
Reposted 3 weeks ago
$80K - $95K *
Reimagine payroll processes by building and managing US and international payroll systems. Own compliance, tax filings, and month-end close while collaborating with teams to ensure accuracy and effici...
Yesterday
Senior Manager, TD Auto Finance Major Accounts (US)
$115K - $173K *
Drive growth and profitability by managing complex dealer relationships, executing strategic initiatives, and collaborating across teams to enhance portfolio performance and customer satisfaction whil...
Yesterday
Principal Security Operations Analyst
$110K - $130K *
Join a team that's on the forefront of operational security, overseeing security events, managing tools, and enhancing processes to protect vital data while collaborating across various technology dom...
Reposted 2 weeks 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.