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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$95K - $180K *

Transform the wealth journey of ultra-high net worth families by delivering tailored tax solutions and strategic guidance. Collaborate with a dedicated team to enhance client relationships and drive g...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Drive impactful tax strategies for ultra-high net worth families, managing engagements and leading a collaborative team. Leverage your expertise in taxation to provide tailored solutions across family...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Help us deliver exceptional tax services to ultra-high net worth families, guiding them through complex financial landscapes. Collaborate with a dedicated team to provide tailored solutions across fam...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$103K - $154K *

Champion tax compliance and advisory services for high-net-worth clients, mentoring staff while driving business growth. Collaborate with leadership to deliver strategic solutions and enhance client r...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$113K - $153K *

Manage tax compliance engagements, ensuring timely service and proactive communication. Lead a team, review tax documents, and maintain expertise in high net worth individual tax matters while fosteri...

2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$113K - $153K *

Elevate your career by leading tax compliance engagements and managing client relationships. Guide a team, ensure quality, and drive proactive communication while maintaining technical expertise in hi...

Reposted 6 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$106K - $160K *

Lead tax compliance engagements, ensuring high-quality client communication and service. Oversee team performance, mentor staff, and maintain expertise in specialized tax areas while managing project...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$106K - $160K *

Shape the future of tax compliance by leading engagements, ensuring client satisfaction, and mentoring staff. Drive proactive communication and manage resources to deliver high-quality results within...

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$120K - $140K *

Oversee tax compliance and consulting engagements, driving client success and team development in the alternative asset industry while enhancing operational efficiency and profitability...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $140K *

Manage and enhance tax compliance and consulting services for clients in the alternative asset industry. Lead a high-performing team, drive client outcomes, and ensure operational efficiency while fos...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $140K *

Advance your career in a dynamic, team-oriented environment offering diverse challenges, flexible work-life balance, and opportunities for professional growth within a respected firm...

4 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Lead the charge in delivering high-quality tax compliance and advisory services for pass-through entities. Manage client relationships and multi-disciplinary teams while overseeing financial performan...

Yesterday

  •   5 - 7 years exp.  •   Finance & Insurance

$140K - $163K *

Optimize tax strategies for middle-market clients, leading a dynamic team in delivering comprehensive tax solutions. Engage in planning, compliance, and mentoring while ensuring accuracy and adherence...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$95K - $180K *

Engage with ultra-high net worth clients to provide expert tax planning and compliance solutions. Collaborate with a multidisciplinary team to ensure holistic service delivery while mentoring junior s...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Inspire excellence in tax strategy for ultra-high net worth clients. Lead a dedicated team in delivering holistic tax planning, compliance, and advisory services while fostering strong client relation...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Empower ultra-high net worth families with comprehensive tax planning and compliance. Leverage your expertise in wealth transfer, estate, gift, and philanthropic services while leading and mentoring a...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Unlock potential by leading a team to deliver tax services for ultra-high net worth clients. Collaborate with specialists, manage engagements, and mentor staff while ensuring exceptional client servic...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Join a team that's dedicated to advising ultra-high net worth clients on comprehensive tax services, while leading engagements and enhancing client relationships through collaboration and mentorship i...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Champion tailored tax strategies for ultra-high net worth families, managing intricate estate, gift, and compliance needs. Elevate team performance and client relations by delivering specialized guida...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Join a dynamic team dedicated to tax strategy for ultra-high net worth clients, providing comprehensive tax planning and compliance solutions while fostering collaboration and mentorship among team me...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Join our team to advise ultra-high net worth clients on intricate tax solutions, including estate and income tax planning. Collaborate with specialists and lead a passionate team to deliver exceptiona...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$95K - $180K *

Join a team that's dedicated to providing holistic tax solutions for ultra-high net worth clients, managing complex tax compliance and planning needs while fostering collaboration among advisors to me...

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $130K *

Grow your career with a dynamic role managing client portfolios and leading tax professionals. Deliver high-quality tax services while assessing risks and advising clients on GAAP regulations, driving...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $120K *

Advance client services by managing tax engagements for high-net-worth individuals. Develop your team while ensuring top-notch income tax compliance and planning. Contribute to business growth through...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$105K - $198K *

Empower your career by overseeing engagement teams for high-net-worth clients. Drive business development, ensure client satisfaction, and lead tax strategy initiatives while mentoring junior staff in...

Today

  •   Less than 5 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.