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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1
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$84K - $100K *

Transform premium accounting operations by leading teams, ensuring compliance, and driving process improvements through analytics and AI tools. Collaborate cross-functionally to enhance service levels...

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6 days ago

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$130K - $150K *

Drive your career with a strategic role leading product vision and evolution in the Servicing domain. Transform customer interactions across policy management and claims, ensuring intuitive, scalable...

Minnesota, USRemote

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$150K - $180K *

Elevate financial planning and analysis by leading budgeting, forecasting, and cash flow management for a growing data center development platform. Collaborate with cross-functional teams to deliver a...

San Francisco, CARemote

2 weeks ago

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$88K - $118K *

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2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$129K - $193K *

Innovate exceptional customer experiences by managing complex global deployments, leveraging expertise in HCM, Payroll, and Financial solutions while enhancing methodologies through effective stakehol...

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Reposted 2 days ago

  •   5 - 7 years exp.  •   Consumer Technology

$150K *

Drive effective claims management and data analytics to enhance risk operations across diverse property portfolios, ensuring compliance and supporting strategic decision-making in a collaborative envi...

New York, NYRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$144K - $184K *

Champion the management of complex tax engagements and client relationships while delivering strategic planning and technical expertise across diverse industries and leading a dynamic tax team towards...

Los Angeles, CARemote

3 weeks ago

  •   5 - 7 years exp.  •   Transportation

$175K - $190K *

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2 days ago

  •   5 - 7 years exp.  •   Enterprise Technology

$107K - $160K *

Transform your career by managing multiple client teams in healthcare, providing insights through financial reporting, and leading staff development. Drive operational improvements while ensuring exce...

Naperville, ILRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$95K - $115K *

Drive impactful client relationships by providing strategic financial insights and guidance in skilled nursing, while leading teams to enhance operational efficiency and ensure long-term financial sta...

Milwaukee, WIRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$107K - $160K *

Lead multiple client teams by managing financial reporting and training staff, while delivering expert consulting services to healthcare clients, enhancing operational efficiency and fostering profess...

Minneapolis, MNRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$95K - $115K *

Unlock potential by leading client teams in the healthcare sector, providing expert financial consulting, and mentoring staff. Drive operational improvements, analyze performance metrics, and ensure q...

Southfield, MIRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$70K - $140K *

Unlock potential by managing and enhancing customer relationships through expert engagement and strategic solutions, ensuring satisfaction and driving retention for medium to large commercial accounts...

United StatesRemote

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $120K *

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1 week ago

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$120K - $145K *

Elevate your career by leading the strategy and delivery of a robust Salesforce ecosystem, driving business impact through innovative solutions and team development in a dynamic, global environment...

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3 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$88K - $150K *

Champion global payroll solutions by managing ICP partnerships, streamlining processes, and driving growth across diverse markets. Collaborate with cross-functional teams to enhance service delivery a...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Consumer Technology

$80K - $120K *

Lead a diverse portfolio of clients as a Tax Manager, overseeing compliance and planning while mentoring your team. Enjoy autonomy in client relationships and contribute to a culture of high-quality s...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$125K - $150K *

Champion enterprise growth by managing key client relationships, driving retention and revenue expansion. Leverage insights to create strategies, foster collaboration, and enhance client value through...

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Reposted 4 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $125K *

Join our team to manage transfer pricing engagements, analyze financial data, and communicate with clients. You'll lead projects from inception to delivery, ensuring compliance and accuracy while coll...

Fargo, NDRemote

3 days ago

  •   Less than 5 years exp.  •   Legal & Accounting

$150K - $250K *

Transform financial services by leading complex banking operations and technology projects. Collaborate with clients to enhance performance, drive innovation, and shape a new practice within a dynamic...

United StatesRemote

Yesterday

  •   5 - 7 years exp.  •   Business Services

$100K - $182K *

Transform client operations by implementing Sage Intacct solutions, ensuring high satisfaction through effective project management and technical support. Collaborate with teams to deliver tailored so...

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1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$100K - $120K *

Champion client success by managing relationships with institutional accounts, ensuring seamless onboarding and engagement. Collaborate across teams to enhance service delivery and drive measurable re...

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3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$150K - $180K *

Lead the charge in designing and deploying AI systems that enhance productivity and customer experience across multiple departments, driving innovation and efficiency through advanced AI capabilities...

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5 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$104K - $142K *

Lead the charge in U.S. federal income tax compliance, utilizing automation and data analytics to enhance processes. Collaborate effectively with global teams, ensuring accurate and efficient reportin...

United StatesRemote

4 weeks ago

  •   Less than 5 years exp.  •   Pharmaceuticals & Biotech

$73K - $93K *

Lead client engagements by building strong relationships, managing projects, and driving business growth. Collaborate with internal teams to deliver high-quality solutions while mentoring staff and id...

Florida, USRemote

2 weeks ago

  •   5 - 7 years exp.  •   Healthcare

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.