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.
Senior Product Manager | Applied AI
$135K - $160K *
Champion the vision and strategy for AI-powered products, driving their roadmap and delivery while mentoring peers. Leverage AI tools to enhance decision-making and product lifecycle management, ensur...
2 weeks ago
Strategic Account Manager - Enterprise Security
$144K - $180K *
Engage with top-tier enterprises to build lasting relationships, driving security and operational solutions. Lead a dedicated team to expand accounts from initial deployment to multi-site programs, en...
2 weeks ago
Senior Sanctions Screening Analyst (Fircosoft SME Model & Risk Focus)
$110K - $130K *
Engage as a Sanctions Screening SME, driving system design, analysis, and validation. Collaborate with cross-functional teams to enhance screening processes and ensure compliance, while leveraging dee...
Yesterday
$110K - $130K *
Transform the customer experience by owning product marketing strategies that resonate with diverse industries. Collaborate closely with sales and product teams to create impactful messaging and asset...
3 days ago
Senior Product Marketing Manager - Lifecycle & Customer Communications
$135K - $166K *
Drive our end-to-end Lifecycle strategy and customer communications journey, leveraging data and AI to enhance engagement across multiple channels. Collaborate cross-functionally to optimize conversio...
5 days ago
Senior Marketing Operations Manager
$120K - $145K *
Drive the evolution of the Marketing PMO, enhancing planning, governance, and execution across functions. Lead strategic programs, optimize workflows, and establish metrics to ensure predictable outco...
1 week ago
Account Manager II - (Remote US)
$67K - $101K *
Transform your career by driving revenue growth and managing sales cycles in a dynamic inside sales role. Collaborate with teams to build relationships, close deals, and expand customer accounts while...
2 weeks ago
Cybersecurity and Compliance Manager
$120K *
Take ownership of cybersecurity compliance initiatives, leading risk management and strategic advisory services to enhance client security programs and ensure adherence to regulatory standards across...
3 days ago
$140K - $185K *
Unlock potential by leading the architecture and development of scalable core platform systems that process transactions and integrate with financial institutions globally. Drive innovation and mentor...
2 days ago
$80K - $95K *
Transform client relationships and campaign performance by managing a diverse portfolio, leading strategic discussions, and optimizing Meta campaigns to drive results and retention. Your expertise wil...
5 days ago
Senior Product Manager - Business Lending
$200K - $250K *
Lead the charge in shaping innovative business lending products, driving customer journeys from eligibility to repayment while ensuring compliance and operational excellence. Collaborate with cross-fu...
Reposted 3 weeks ago
Project Manager-Intralogistics
$80K - $95K *
Lead the charge in project management for innovative material handling automation, overseeing diverse technologies while managing budgets, resources, and client contracts for successful project execut...
1 month ago
Senior Manager, Audience & Product Analytics, NYT Wirecutter
$140K - $160K *
Support strategic audience insights and product analytics by leading a skilled analytics team. Drive user engagement optimization, analyze trends, and enhance product offerings. Collaborate across dep...
1 month ago
$100K - $120K *
Drive your career with a pivotal role in business development, focusing on lead generation and relationship building to enhance pipeline growth and support sales objectives across North America...
3 days ago
$100K - $120K *
Unlock potential by driving business growth through lead generation, relationship building, and strategic engagement. Collaborate with sales teams to identify opportunities and close deals, ensuring a...
4 days ago
$100K - $120K *
Join a team that's driving growth by identifying and developing new business opportunities. You'll engage prospects, nurture relationships, and support the sales team in achieving corporate objectives...
4 days ago
Senior Partner Success Manager (Remote)
$105K - $110K *
Elevate customer success as a Senior Partner Success Manager, driving engagement, outcomes, and adoption in a dynamic, AI-focused environment. Manage partner-led portfolios, delivering quality and val...
Reposted 2 weeks ago
$110K - $130K *
Lead the evolution of a multi-country payroll function, combining Workday expertise with operational leadership. Collaborate with global teams to optimize payroll processes, ensuring compliance and en...
4 days ago
Digital Adoption & Lifecycle Manager
$132K - $162K *
Elevate customer engagement by designing and executing lifecycle programs that drive adoption, retention, and expansion. Collaborate across teams to create impactful communications and leverage data t...
2 weeks ago
Digital Adoption & Lifecycle Manager
$110K - $130K *
Empower customer success by designing and executing lifecycle programs that enhance adoption, retention, and expansion. Collaborate across teams to create impactful communications and leverage data-dr...
2 weeks ago
Digital Adoption & Lifecycle Manager
$132K - $162K *
Empower our customer success journey by crafting lifecycle communications that drive adoption, retention, and expansion. Collaborate across teams to build impactful programs that resonate with our dig...
2 weeks ago
Director, Technology Risk Management
$150K - $200K *
Optimize technology risk management across the enterprise by leading proactive assessments, ensuring alignment with regulatory standards, and embedding risk insights into decision-making for cloud, cy...
2 weeks ago
Margin and Operations Finance Manager
$110K - $130K *
Unlock financial insights as a key partner in operations finance, driving cost analysis, margin planning, and capacity modeling to enhance scalability and profitability while supporting strategic deci...
2 weeks ago
Manager, Software Engineering (Marketplace Performance)
$204K - $290K *
Lead the technical strategy of a dynamic team, ensuring high-quality project delivery while fostering collaboration across product development. Advocate for best practices in code and operational proc...
3 weeks ago
$131K - $223K *
Transform federal child welfare initiatives by providing strategic leadership and oversight for a multi-million-dollar contract, ensuring effective management of technical assistance and stakeholder c...
4 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.