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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$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...

United StatesRemote

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$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...

RemoteRemote

3 weeks ago

  •   11 - 15 years exp.  •   Finance & Insurance

$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...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Manufacturing & Automotive

$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...

Chicago, ILRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$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...

United StatesRemote

Yesterday

  •   5 - 7 years exp.  •   Information Technology

$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...

Jacksonville Beach, FLRemote

Yesterday

  •   8 - 10 years exp.  •   Finance & Insurance

$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...

RemoteRemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$115K - $140K *

Oversee large-scale industrial automation projects from concept to commissioning. Lead cross-functional teams, ensuring timely delivery, budget adherence, and quality standards while mentoring future...

United StatesRemote

4 days ago

  •   5 - 7 years exp.  •   Manufacturing & Automotive

$150K - $180K *

Drive the future of portfolio management by leading AI-enabled product strategies. Collaborate across teams to transform insights into actionable decisions, ensuring customer success and product adopt...

Jersey City, NJRemote

3 weeks ago

  •   8 - 10 years exp.  •   Information Technology

$110K - $130K *

Drive customer success by maximizing platform adoption and ROI. Engage with executives, foster relationships, and guide clients through their journey while collaborating with internal teams to ensure...

CanadaRemote

3 days ago

  •   5 - 7 years exp.  •   Consumer Technology

$101K - $134K *

Join a team that's driving growth in the Virtual Production sector by managing Sony's Crystal LED product. Leverage your expertise in business management and display technology to develop strategies...

California, USRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Consumer Technology

$70K - $126K *

Transform product development by leading cross-functional teams to deliver innovative solutions for the Ambetter marketplace, ensuring competitive positioning and regulatory compliance while driving g...

Missouri, USRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Healthcare

$65K - $112K *

Lead the charge in managing complex client relationships, employing data-driven strategies for enhanced service delivery, retention, and performance improvement while mentoring team members and coordi...

Tulsa, OKRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$165K - $175K *

Lead compliance initiatives by analyzing tax regulations, delivering SAP solutions, and ensuring global client adherence to shifting legislative requirements. Your expertise will drive successful ERP...

United StatesRemote

Reposted 3 weeks ago

  •   11 - 15 years exp.  •   Information Technology

$98K - $163K *

Drive your career forward by transforming financial management processes, enhancing operational efficiency, and collaborating with senior stakeholders to implement innovative solutions in a dynamic co...

United StatesRemote

3 days ago

  •   Less than 5 years exp.  •   Business Services

$89K - $157K *

Engage in strategic partner acquisition to drive growth for entrepreneur-focused solutions. Lead the development of partnerships, create compelling value propositions, and manage the entire lifecycle...

RemoteRemote

1 week ago

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

$110K - $130K *

Lead complex, cross-functional initiatives by providing senior-level project and program expertise. Drive planning, implementation, and continuous improvement of health informatics processes and syste...

United StatesRemote

2 days ago

  •   8 - 10 years exp.  •   Information Technology

$110K - $130K *

Champion preconstruction initiatives for large-scale commercial projects, ensuring accurate estimates, client satisfaction, and alignment with company goals through effective communication and relatio...

United StatesRemote

Reposted 1 week ago

  •   5 - 7 years exp.  •   Manufacturing & Automotive

$120K - $145K *

Transform the fraud and identity landscape by leading product strategy and execution. Collaborate with cross-functional teams to enhance detection, prevention, and response mechanisms, ensuring a seam...

United StatesRemote

1 week ago

  •   Less than 5 years exp.  •   Enterprise Technology

$110K - $130K *

Drive the development and execution of a robust product metrics program, leveraging statistical methods to inform product decisions and enhance business outcomes while fostering data-driven insights a...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Information Technology

$100K - $120K *

Champion revenue growth by managing ISV channel partners, driving strategies, and optimizing performance. Build strong relationships, analyze data, and identify new opportunities to enhance profitabil...

United StatesRemote

3 days ago

  •   Less than 5 years exp.  •   Enterprise Technology

$140K - $175K *

Transform investment research by evaluating and integrating diverse datasets, enhancing AI-driven workflows, and driving strategic content initiatives to elevate platform value and user experience...

United StatesRemote

2 days ago

  •   5 - 7 years exp.  •   Consumer Technology

$100K - $120K *

Advance sales readiness by translating Enablement strategy into practical learning experiences and tools. Collaborate across teams to enhance seller performance and manager coaching, ensuring measurab...

Nashville, TNRemote

4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$136K - $253K *

Shape competitive strategies by analyzing market trends and competitors. Drive insights for data and AI security, supporting diverse stakeholders globally. Own competitive messaging and tools to enhan...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$77K - $114K *

Join a team that's dedicated to enhancing customer experiences through data analysis and insights. You'll manage surveys, analyze trends, and collaborate with teams to improve listening programs and r...

San Ramon, CARemote

2 weeks ago

  •   5 - 7 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.