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.
$108K - $161K *
Lead the charge in delivering exceptional tax and advisory services to small businesses. Collaborate with firm leadership, mentor staff, and drive client success while enhancing your career in a dynam...
Yesterday
$112K - $168K *
Elevate your career by providing expert tax and advisory services to small businesses. Collaborate with leadership, mentor staff, and drive client success while enjoying a flexible work environment an...
Yesterday
$90K - $134K *
Join a team that's dedicated to delivering exceptional tax and advisory services to small businesses. Leverage your expertise to mentor staff, build client relationships, and drive business growth whi...
Yesterday
Private Wealth Services - Tax Senior Associate
$101K - $129K *
Lead tax compliance and planning for high net worth clients, collaborating with teams to deliver innovative solutions. Empower your career with resources to excel in a dynamic environment focused on c...
6 days ago
Client Accounting Services Manager
$80K - $95K *
Transform client accounting services by managing relationships, ensuring timely financial reporting, and mentoring staff. Drive efficiency through innovative solutions while maintaining compliance and...
2 weeks ago
Tax Senior Associate (Private Client Services)
$80K - $120K *
Join a dynamic team to elevate client services in tax preparation and analysis. Collaborate on financial statements and tax returns while driving community development through innovative solutions in...
Today
Financial Advisory - Tax Manager
$80K - $95K *
Elevate client tax strategies by preparing individual and business returns, ensuring accuracy and compliance. Collaborate with advisors to provide proactive tax advice and manage client engagements th...
4 days ago
$90K - $110K *
Oversee the tax engagement process by leading teams, driving decisions, and ensuring top-notch client service while developing staff and managing performance towards successful outcomes in a collabora...
3 weeks ago
High Net Worth Tax Managing Director
$201K - $382K *
Elevate your career by leading tax compliance and consulting for high-net-worth clients, shaping innovative strategies for wealth management, while mentoring a skilled team and driving client success...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Engage with high-net-worth clients as a trusted tax leader, driving compliance and strategic consulting. Lead a talented team, while expanding client relationships and enhancing wealth management serv...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Lead high-net-worth tax services, shaping strategies for affluent clients. Empower team growth and manage complex engagements while driving firm profitability. Foster relationships to expand client ba...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Lead tax compliance and consulting for high-net-worth clients, delivering strategic planning and mentoring staff. Drive growth through client engagement and maintain expertise in complex tax regulatio...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Lead high-net-worth tax planning and consulting for affluent clients. Shape strategies in compliance, estate, gift, and business succession planning while mentoring a team and driving client engagemen...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Lead transformative tax strategies for high-net-worth individuals and families. Drive compliance, mentoring, and client development in a dynamic, entrepreneurial environment while collaborating with t...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Champion high net worth tax strategies and lead a skilled team to deliver exceptional services for affluent clients. Drive growth through proactive consulting, client relationship management, and coac...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Pioneer comprehensive tax services for high-net-worth clients. Lead a dedicated team, drive strategic consulting, nurture client relationships, and contribute to the growth of the firm. Embrace the op...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Unlock potential by leading tax services for high-net-worth clients, while mentoring a skilled team. Drive strategic planning, compliance, and client relationships, ensuring optimal tax solutions and...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Pioneer a new era of high net worth tax advisory, guiding affluent clients through complex wealth management, succession planning, and tax strategies while mentoring top talent and elevating excellent...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Shape your career by leading tax compliance and consulting services for high-net-worth clients. Manage client engagements, mentor staff, and drive strategic tax planning while growing your network and...
Reposted today
High Net Worth Tax Managing Director
$201K - $382K *
Advance your career by leading our high net worth tax advisory practice. Manage complex tax planning and compliance for affluent clients. Drive team growth and deliver exceptional client service while...
Reposted today
$100K - $125K *
Drive the expansion of fiduciary and estate tax services, advising high-net-worth clients while leading complex tax compliance engagements and team development to enhance private wealth strategies and...
4 weeks ago
$100K - $125K *
Lead the charge in expanding trust and estate tax services by managing compliance engagements, advising high-net-worth clients, and enhancing team capabilities to deliver integrated wealth planning so...
4 weeks ago
$100K - $125K *
Support clients by advancing fiduciary, estate, and gift tax services. Lead complex compliance engagements, deliver proactive planning, and foster team development while enhancing integrated wealth so...
4 weeks ago
$100K - $125K *
Join a team that's shaping wealth management practices by leading tax compliance and advisory services for trusts and estates, while developing emerging talents and streamlining processes to enhance c...
4 weeks ago
$100K - $125K *
Drive the expansion of estate and gift tax services by leading compliance engagements, advising clients on complex tax matters, and enhancing team development to deliver integrated wealth planning sol...
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.