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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$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

$135K - $160K *

Join us to lead the deployment of AI-driven ERP solutions, enhancing SAP S/4HANA capabilities. Collaborate with cross-functional teams to ensure scalable, reliable, and secure automation across critic...

United StatesRemote

5 days ago

  •   11 - 15 years exp.  •   Retail & Consumer Goods

$85K - $135K *

Support growth by coaching client-facing professionals to enhance pipelines, advance opportunities, and strengthen client relationships. Collaborate with leaders to execute strategies and drive measur...

RemoteRemote

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$86K - $164K *

Join a team that's dedicated to enhancing financial performance for CFOs and finance leaders. Collaborate on diverse projects, leveraging your expertise to drive process improvements and deliver excep...

RemoteRemote

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$105K - $130K *

Pioneer innovative fund accounting solutions, managing client relationships and team operations. Oversee compliance, audits, and reporting while driving team development and ensuring high-quality serv...

Pennsylvania, USRemote

Reposted 4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$125K - $150K *

Drive the transformation of our accounting function by leading the monthly close, enhancing financial systems, and developing a high-performing team. Leverage AI and automation to improve accuracy and...

RemoteRemote

Yesterday

  •   8 - 10 years exp.  •   Enterprise Technology

$110K - $130K *

Empower growth by leading SOX and MAR compliance programs, overseeing consultants, and implementing a scalable control environment. Drive governance and quality oversight while collaborating with inte...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $130K *

Join a team that's dedicated to providing strategic tax leadership, overseeing complex assessments, managing key client accounts, and leading talent development to achieve optimal client satisfaction...

Texas, USRemote

4 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$125K - $175K *

Drive project success by managing tender processes, overseeing costs, and resolving disputes. Collaborate with teams to ensure transparency and effective communication, while thriving in a dynamic env...

RemoteRemote

4 days ago

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

$90K - $110K *

Join a team that's focused on delivering exceptional accounting services to diverse clients. Drive operational improvements, manage multi-client relationships, and lead a talented team to achieve fina...

RemoteRemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Business Services

$77K - $96K *

Accelerate your career by driving client satisfaction and asset growth through strategic relationship management and innovative business planning. Collaborate with key stakeholders to enhance investme...

Massachusetts, USRemote

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$125K - $150K *

Partner with us to build strategic relationships, leverage expertise, and drive sales growth by collaborating with clients to address their complex business challenges and articulate innovative soluti...

RemoteRemote

Reposted 5 days ago

  •   Less than 5 years exp.  •   Enterprise Technology

$95K - $158K *

Join a team that's leading complex projects with enterprise-wide impact. Influence decision-making, drive alignment across functions, and enhance project management practices while delivering meaningf...

RemoteRemote

4 weeks ago

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

$90K - $120K *

Unlock potential by leading day-to-day accounting operations, ensuring accurate financial reporting, and driving process improvements in a dynamic e-commerce environment. Collaborate across teams to e...

United StatesRemote

2 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$80K - $95K *

Champion client success by managing complex insurance placements, negotiating optimal coverage, and fostering key relationships in the insurance marketplace. Stay informed on industry trends to delive...

United StatesRemote

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $120K *

Transform the future of property management by overseeing a diverse portfolio, maximizing asset value, and fostering strong client relationships while driving operational excellence and financial perf...

Charlotte, NCRemote

3 days ago

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

$143K - $169K *

Shape the future of tax strategy by taking ownership of direct tax initiatives, supporting high-impact projects, and partnering across functions to drive business growth and process improvements in a...

United StatesRemote

Reposted 1 week ago

  •   5 - 7 years exp.  •   Consumer Technology

$110K - $130K *

Unlock potential by leading a global accounting team, driving process improvements, and integrating AI solutions to enhance financial operations and reporting accuracy in a dynamic SaaS environment...

United StatesRemote

Yesterday

  •   Less than 5 years exp.  •   Information Technology

$110K - $130K *

Empower your career by leading a dynamic team of Client Success Managers, driving customer satisfaction and retention while collaborating cross-functionally to maximize value from our solutions and in...

United StatesRemote

3 weeks ago

  •   8 - 10 years exp.  •   Enterprise Technology

$117K - $187K *

Join a team that's dedicated to optimizing strategic partnerships and enhancing service excellence. Lead a skilled team to manage vendor relationships, drive process improvements, and ensure top-tier...

United StatesRemote

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$100K - $115K *

Lead client relationships by managing multiple projects in the electronic discovery sector. Drive client satisfaction through effective communication and coordination, ensuring high-quality service de...

Overland Park, KSRemote

Yesterday

  •   Less than 5 years exp.  •   Finance & Insurance

$125K - $150K *

Elevate client relationships as a strategic leader, driving retention and growth. Collaborate with cross-functional teams to deliver exceptional service and develop high-performing teams focused on cl...

RemoteRemote

2 weeks ago

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

$200K - $300K *

Join a dynamic team to manage bank capital relationships, drive coverage strategies, and support capital formation initiatives. This role offers growth opportunities in a fast-paced environment, focus...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$86K - $113K *

Engage with clients as a trusted partner, driving satisfaction and growth through effective management of healthcare operations and strategic initiatives. Collaborate across teams to enhance service d...

United StatesRemote

Yesterday

  •   Less than 5 years exp.  •   Healthcare

$100K - $120K *

Elevate your career by leading a dynamic tax team, driving compliance, planning, and research initiatives. Collaborate with cross-functional teams and mentor associates to achieve departmental goals w...

Georgia, USRemote

2 weeks ago

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

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.