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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$123K - $183K *

Join us in shaping the future of financial planning and analysis for a leading bank. This senior leadership role drives strategic insights, oversees financial forecasts, and partners with cross-functi...

Utah, USRemote

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $140K *

Elevate healthcare consulting by leading complex actuarial projects, developing financial models, and advising clients on policy impacts. Collaborate with teams to analyze data, mentor analysts, and e...

United StatesRemote

3 days ago

  •   5 - 7 years exp.  •   Business Services

$104K - $176K *

Lead operational excellence within the Customer Success teams, driving impactful programs that enhance performance and efficiency while fostering collaboration across cross-functional teams in a dynam...

United StatesRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$106K - $125K *

Empower global clients by managing real estate transactions, optimizing portfolios, and enhancing service delivery. Collaborate with teams to ensure quality, financial accuracy, and strategic planning...

St. Louis, MORemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Real Estate & Construction

$85K - $97K *

Join a team that drives enterprise-level sales by cultivating relationships and closing new business across diverse industries to exceed revenue goals and create impactful solutions for large organiza...

RemoteRemote

3 weeks ago

  •   8 - 10 years exp.  •   Business Services

$150K - $200K *

Lead client engagements by leveraging tax expertise to drive revenue growth, manage complex planning discussions, and enhance client relationships while ensuring strategic alignment across teams for o...

United StatesRemote

2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$107K - $180K *

Drive impactful sales systems solutions by optimizing workflows and integrations. Collaborate cross-functionally to enhance data accuracy and system reliability, ensuring sales teams have the tools th...

United StatesRemote

Reposted 2 weeks ago

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

$90K - $180K *

Join a team that's redefining IT infrastructure by leading innovative solutions in systems engineering, cloud migration, and automation. Drive operational excellence while collaborating across teams t...

Bentonville, ARRemote

1 week ago

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

$130K - $210K *

Drive new business growth by managing a dynamic territory, leveraging channel partners, and executing strategic plans to build relationships and accelerate pipeline development in the cybersecurity se...

San Jose, CARemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Information Technology

$130K - $210K *

Join a team that's driving growth through strategic territory management and partner collaboration. Leverage your expertise in cybersecurity sales to build relationships, negotiate contracts, and enha...

Redwood City, CARemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Information Technology

$130K - $210K *

Accelerate progress at driving new business and expansion across a diverse territory. Build strategic partnerships, execute data-driven plans, and foster relationships to create a robust sales pipelin...

Santa Clara, CARemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Information Technology

$165K - $210K *

Drive your career forward by owning data capabilities and reporting tools. Collaborate with cross-functional teams to enhance product value, ensuring accurate data delivery and insights that empower c...

Nashville, TNRemote

1 week ago

  •   5 - 7 years exp.  •   Real Estate & Construction

$114K - $165K *

Drive financial visibility and optimization in cloud spend by managing reporting, analyzing costs, and collaborating with stakeholders to enhance financial decision-making and efficiency across enterp...

United StatesRemote

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$139K - $188K *

Drive innovative IT solutions by leading multi-disciplinary teams, establishing operational policies, and collaborating with stakeholders to achieve strategic objectives that enhance overall organizat...

Minnesota, USRemote

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$58K - $125K *

Accelerate progress at the intersection of finance and strategy, driving cost accounting excellence and profitability analysis. Collaborate with cross-functional teams to enhance financial reporting a...

RemoteRemote

3 weeks ago

  •   5 - 7 years exp.  •   Healthcare

$108K - $201K *

Drive strategic growth in the federal public safety sector by leading capture strategies, developing relationships, and aligning business solutions with customer needs for successful proposal executio...

Washington, DCRemote

Reposted 2 weeks ago

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

$115K - $170K *

Champion the development of scalable software solutions, leading enhancements for invoicing capabilities in an insurance platform. Collaborate with cross-functional teams to drive innovation and ensur...

RemoteRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $115K *

Shape the future of financial reporting by managing complex accounting activities, ensuring compliance, and collaborating with cross-functional teams to enhance operational efficiency and internal con...

RemoteRemote

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$104K - $140K *

Transform financial systems by leading a high-performing team to enhance Workday Financials, ensuring operational excellence and strategic alignment with business goals while driving continuous improv...

RemoteRemote

1 week ago

  •   5 - 7 years exp.  •   Information Technology

$80K - $95K *

Lead the charge in managing client relationships and creative strategies for a diverse portfolio, driving impactful paid social results through innovative ad copy and data-driven insights in a fully r...

United StatesRemote

6 days ago

  •   Less than 5 years exp.  •   Business Services

$165K - $190K *

Lead the design and development of a comprehensive data and analytics platform, ensuring seamless integration across various capabilities while mentoring engineers and collaborating with stakeholders...

Chicago, ILRemote

2 days ago

  •   8 - 10 years exp.  •   Business Services

$181K - $241K *

Join a dynamic team to enhance customer experiences by streamlining refunds and disputes through innovative AI solutions. Shape scalable systems that empower both customers and operations for impactfu...

CanadaRemote

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$130K - $152K *

Elevate the synergy between Sales strategy and technology delivery, translating business needs into actionable engineering specifications. Drive system enhancements and ensure seamless collaboration a...

United StatesRemote

6 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Lead impactful sales initiatives in the hospital sector, fostering strategic relationships and achieving business objectives across multiple states. Collaborate with cross-functional teams and ensure...

Cleveland, OHRemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Pharmaceuticals & Biotech

$85K - $130K *

Drive impactful Software Implementation projects, leading cross-functional teams to deliver innovative solutions for clients in utilities, telecommunications, and government sectors. Manage project li...

Denver, CORemote

3 days ago

  •   5 - 7 years exp.  •   Energy & Utilities

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.