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.
Director of Finance Systems (Remote)
$120K - $145K *
Pioneer innovative finance systems to enhance automation and reporting. Lead the integration of AI and controls in a fast-growing mental health company, collaborating across teams to ensure scalable f...
1 week ago
Product Manager - NuPoint Time Deposits & Deposit Operations
$100K - $120K *
Reimagine banking operations by managing product roadmaps for Time Deposits and related applications. Collaborate with cross-functional teams to enhance customer experiences while ensuring compliance...
2 days ago
Principal Product Manager - AI Solutions
$189K - $246K *
Pioneer AI-driven product capabilities by translating complex challenges into actionable solutions that enhance user trust and drive measurable outcomes through collaboration across diverse teams...
Reposted 1 week ago
Territory Account Manager, Exposure Management - Toronto Canada
$100K - $120K *
Shape the future of SaaS Cyber Solutions by driving pipeline generation, building partnerships, and representing the brand at key events. Collaborate with teams to enhance customer feedback and execut...
1 week ago
$68K - $110K *
Lead the charge in driving organizational growth through strategic business initiatives, demand generation, and collaboration with cross-functional teams to create impactful marketing campaigns and ma...
4 weeks ago
Senior Demand Generation Manager
$110K - $130K *
Lead demand generation initiatives to drive sustainable pipeline growth and market engagement. Collaborate cross-departmentally to optimize strategies, mentor teams, and enhance brand awareness throug...
4 days ago
Business Continuity and Risk Management Director
$195K - $215K *
Join a dedicated team to shape enterprise strategies in business continuity and risk management while driving operational resilience across the organization. Leverage your expertise to influence decis...
Reposted 4 weeks ago
Senior National Account Executive, Enterprise Technology Partnerships
$120K - $140K *
Unlock your potential by leading enterprise sales for our innovative technology, driving strategic partnerships with large corporate insurance agencies and institutions. Own the sales cycle, navigate...
1 week ago
Director, Partner Marketing (Remote)
$125K - $150K *
Lead and innovate partner marketing strategies across diverse retail segments, managing a team to drive growth and enhance relationships. Collaborate cross-functionally to develop impactful campaigns...
2 weeks ago
Senior Strategic Finance Manager
$190K - $214K *
Drive strategic finance initiatives by leading FP&A processes, collaborating with cross-functional teams, and building financial models to evaluate product profitability and investments. Shape the fut...
1 week ago
eDiscovery Managed Services Project Manager
$80K - $95K *
Champion superior client service by managing eDiscovery projects, coordinating teams, and strategizing solutions to meet client goals. Build strong relationships and ensure seamless communication betw...
1 week ago
$80K - $95K *
Take ownership of inventory management by analyzing trends, generating forecasts, and ensuring product availability. Collaborate with cross-functional teams to optimize supply chain performance and dr...
3 weeks ago
Analytics Manager, Marketplace
$105K - $171K *
Lead the charge in optimizing analytics strategies to drive business growth, leveraging data insights to enhance customer experiences and inform strategic initiatives across a dynamic, fast-paced envi...
1 week ago
Senior Construction Project Manager
$110K - $130K *
Transform project execution by leading cross-functional teams, managing budgets, and ensuring timely delivery. Engage with clients and contractors to drive successful outcomes in construction projects...
2 days ago
Representative Lead - BPS Middle Office
$87K - $148K *
Lead the charge in middle office operations for structured finance portfolios, ensuring operational accuracy and service excellence. Oversee critical financial processes while driving continuous impro...
1 week ago
Sales Executive, Partnerships & Alliances - MLF
$136K - $253K *
Transform revenue growth by driving sales of partnership products to Mid Law High Value Accounts. Collaborate with territory owners and manage complex sales cycles while leveraging deep product knowle...
2 weeks ago
Manager, Corporate Development
$115K - $150K *
Champion strategic growth by leading M&A initiatives, conducting financial analysis, and collaborating with cross-functional teams to drive successful transactions and enhance corporate capabilities...
1 week ago
$104K - $163K *
Shape the future of IT project management by leading cross-functional teams to deliver impactful technology solutions on time and within scope, while enhancing processes and ensuring effective stakeho...
Reposted yesterday
Program Manager, Commercial Solutions
$135K - $160K *
Innovate and manage large-scale commercial programs, driving cross-functional alignment and revenue growth. Lead end-to-end program development, ensuring operational excellence and strategic execution...
Yesterday
Senior Client Delivery Manager - Revenue Cycle (REMOTE)
$100K - $120K *
Drive operational excellence as a trusted advisor, managing high-impact client accounts to translate complex data into strategic insights, guiding executive decision-making, and fostering client relat...
Reposted 4 days ago
Scaled Customer Success Manager
$80K - $102K *
Elevate customer retention by managing programs for mid-market and SMB accounts. Design strategies for at-risk clients while maintaining strong relationships with larger accounts, ensuring sustained r...
3 weeks ago
$126K - $154K *
Unlock your potential as a Senior Accountant, driving financial accuracy and compliance. Collaborate across teams to enhance systems, oversee key accounting functions, and support audits in a dynamic...
2 days ago
Senior Product Manager, Audience Measurement & Media Data
$120K - $145K *
Drive innovation in audience measurement across media platforms. Lead product strategy, collaborate with cross-functional teams, and enhance data capabilities to deliver actionable insights for stakeh...
1 week ago
Service Delivery Manager, Government
$74K - $137K *
Drive client success by managing service delivery and support engagements, ensuring satisfaction and adherence to service level agreements while fostering strong relationships and optimizing operation...
Yesterday
Lead Customer Experience Technical Engagement Manager
$102K - $147K *
Empower clients to maximize their UKG investment by driving success through strategic partnerships, technical stewardship, and executive engagement, ensuring top-tier outcomes for Premium accounts acr...
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.