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.

Remote
caret down
Compensation
caret down
Position Level
caret down
Time Posted
caret down
Industries
caret down
Locations
caret down
More
1
caret down

$110K - $130K *

Engage in comprehensive tax planning and compliance for high-net-worth clients, leading a team to deliver exceptional service while driving business development and fostering professional growth in a...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Lead tax compliance and planning for high-net-worth clients, overseeing engagements and fostering team growth. Drive business development while ensuring technical excellence and proactive client servi...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$120K - $145K *

Lead and oversee tax planning and compliance for high-net-worth clients, ensuring exceptional service delivery while fostering team growth and driving business development in a dynamic, flexible envir...

5 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$175K - $225K *

Accelerate your career by leading tax compliance and consulting for high-net-worth clients. Oversee a dynamic team, foster client relationships, and drive business development in a flexible, hybrid wo...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$175K - $225K *

Lead a dynamic team in delivering innovative tax solutions for high-net-worth clients. Oversee compliance, foster client relationships, and drive business development in a collaborative, entrepreneuri...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$175K - $225K *

Unlock potential by leading a dynamic team in delivering innovative tax solutions for high-net-worth clients. Oversee compliance, foster client relationships, and drive business development in a colla...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$125K - $150K *

Lead the charge in overseeing tax planning and compliance for high-net-worth clients. Drive business development and foster professional growth within a dynamic team, ensuring exceptional client servi...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$130K - $155K *

Elevate your career by leading a dynamic team in tax compliance and planning for high-net-worth clients. Drive business development and foster professional growth while ensuring exceptional service de...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$135K - $160K *

Champion client success by leading tax compliance for high-net-worth individuals. Oversee a dynamic team, drive business development, and ensure technical excellence while fostering professional growt...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$120K - $145K *

Elevate your career by overseeing client engagements, driving tax compliance, and fostering team growth. Collaborate with partners to deliver exceptional service while leveraging technology for effici...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Manage multiple client engagements while leading a team in tax planning and compliance for high-net-worth individuals. Drive business development, foster client relationships, and ensure technical exc...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$135K - $160K *

Lead the charge in delivering exceptional tax services for high-net-worth clients. Oversee compliance, foster client relationships, and drive team development while leveraging technology to enhance ef...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$120K - $145K *

Champion client relationships and lead a dynamic team in delivering exceptional tax services for high-net-worth individuals, ensuring compliance and strategic planning while fostering professional gro...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$120K - $145K *

Oversee multiple client engagements while driving business development and fostering team growth. Leverage tax expertise to ensure compliance and deliver exceptional service to high-net-worth individu...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$135K - $160K *

Unlock potential by leading a dynamic team in delivering exceptional tax services to high-net-worth clients, ensuring compliance and fostering professional growth while driving business development an...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$120K - $145K *

Join a team that's dedicated to delivering exceptional tax services for high-net-worth clients. Lead multiple engagements, foster client relationships, and drive team development while leveraging tech...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$125K - $150K *

Manage multiple client engagements while fostering team growth and client relationships. Leverage tax expertise to oversee compliance for high-net-worth individuals, ensuring accuracy and efficiency i...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Lead our dynamic team in delivering exceptional tax services to high-net-worth clients. Oversee compliance, foster client relationships, and drive business development while mentoring staff in a flexi...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$130K - $155K *

Advance your career by leading a dynamic team in tax compliance and planning for high-net-worth clients. Drive business development, enhance client relationships, and foster professional growth while...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$120K - $145K *

Join a team that's dedicated to delivering exceptional tax services for high-net-worth clients. Oversee engagements, foster client relationships, and lead a dynamic team while driving business develop...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$135K - $160K *

Champion growth by leading a dynamic team in delivering exceptional tax services to high-net-worth clients. Drive business development, enhance operational efficiency, and foster professional developm...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Champion client success by leading tax compliance for high-net-worth individuals. Oversee a dynamic team, drive business development, and enhance service delivery through innovative tax strategies and...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$120K - $145K *

Advance your career by overseeing tax compliance for high-net-worth clients. Lead a dynamic team, enhance client relationships, and drive business development in a flexible, entrepreneurial environmen...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$150K - $180K *

Unlock potential by leading a dynamic team in delivering exceptional tax services to high-net-worth clients. Drive business development, enhance client relationships, and foster professional growth wh...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$125K - $150K *

Elevate your career by leading a dynamic team in tax compliance and planning for high-net-worth clients. Drive business development, foster client relationships, and enhance team capabilities in a fle...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

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.