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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$160K - $190K *

Lead the charge in tax planning and compliance for trusts and estates, overseeing multiple client engagements while fostering professional growth within the team. Collaborate with clients and staff to...

Yesterday

  •   8 - 10 years exp.  •   Legal & Accounting

$150K - $180K *

Engage with clients as a Tax Director, overseeing tax planning and compliance for trusts and estates. Lead a dynamic team, provide expert advisory services, and cultivate client relationships while en...

Yesterday

  •   8 - 10 years exp.  •   Legal & Accounting

$170K - $200K *

Join a team that's dedicated to delivering expert tax planning and compliance for individuals, trusts, and estates. Oversee client engagements, mentor staff, and cultivate relationships while navigati...

Yesterday

  •   8 - 10 years exp.  •   Legal & Accounting

$170K - $200K *

Transform client engagements by leading tax planning and compliance for trusts and estates. Leverage your expertise to provide advisory services, mentor staff, and cultivate client relationships while...

Yesterday

  •   8 - 10 years exp.  •   Legal & Accounting

$146K - $200K *

Join a team that's dedicated to providing exceptional tax compliance and consulting services to high net-worth clients, leveraging your expertise in tax planning, leadership, and client relationship m...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$146K - $200K *

Transform high-net-worth client services by leading tax compliance and consulting engagements. Leverage your expertise to manage complex tax issues, mentor team members, and build lasting client relat...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$146K - $200K *

Join a team that's dedicated to providing high-level tax consulting and compliance services to high net-worth clients. Leverage your expertise in estate, income, and trust tax matters while leading a...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$146K - $200K *

Drive your career forward by managing tax compliance and consulting for high net-worth clients. Leverage your expertise in tax planning, leadership, and client relations to deliver exceptional service...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$146K - $200K *

Engage with high net-worth clients by providing expert tax compliance and consulting services. Lead teams, manage complex engagements, and develop client relationships while ensuring top-tier service...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$146K - $200K *

Join a dynamic team to provide high-level tax compliance and consulting services for high net-worth clients. Leverage your expertise in estate, income, and trust tax matters while leading and mentorin...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$150K - $206K *

Shape the future of high net-worth tax services by managing complex tax compliance and consulting engagements, leading teams, and building strong client relationships to deliver tailored solutions and...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$146K - $200K *

Championa high touch approach, delivering tailored tax compliance and consulting services to high net-worth clients. Utilize your expertise to manage complex engagements, lead teams, and foster client...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$81K - $124K *

Unlock your potential by leading tax planning and compliance for privately owned businesses. Collaborate with senior professionals to deliver strategic solutions, mentor junior staff, and enhance clie...

Hamilton, ONIn-Person

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$105K - $234K *

Take ownership of tax advisory and compliance services for middle market clients. Collaborate with leadership to drive business growth while mentoring staff and enhancing their skills. Enjoy a flexibl...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$105K - $234K *

Elevate your career by delivering expert tax advisory services to middle market clients. Collaborate with leadership, mentor staff, and drive business growth while enjoying a flexible work environment...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$105K - $234K *

Transform client relationships by providing expert tax advisory and compliance services. Lead a talented team, mentor staff, and drive business growth while enjoying a flexible work environment and op...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$105K - $234K *

Lead tax advisory and compliance services for middle market clients, mentoring staff while driving business growth. Collaborate with firm leadership to enhance client relationships and deliver tailore...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$105K - $234K *

Lead impactful tax advisory services for middle market clients, mentoring staff while driving business growth. Collaborate with firm leadership to enhance client relationships and deliver tailored sol...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$105K - $234K *

Shape the future of tax advisory services by leading client engagements, mentoring staff, and driving business growth. Collaborate with firm leadership to deliver tailored solutions for middle market...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$105K - $234K *

Join a team that's shaping the future of tax advisory services for middle market clients. As a leader, you'll mentor talent, drive client relationships, and contribute to the firm's growth while enjoy...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$105K - $234K *

Lead impactful tax advisory services for middle market clients, mentoring staff while driving business growth. Collaborate with firm leadership to enhance client relationships and deliver tailored sol...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$88K - $105K *

Manage and lead multiple tax engagements, delivering high-quality tax services while overseeing compliance and fostering client relationships to ensure impactful and innovative tax solutions...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$153K - $248K *

Lead multiple engagement teams in delivering sophisticated tax strategies for high-net-worth clients. Drive business development, ensure client satisfaction, and mentor junior staff while navigating c...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$90K - $134K *

Elevate your career by delivering expert tax and advisory services to small businesses. Collaborate with leadership to drive client success while mentoring a talented team. Enjoy flexibility and growt...

2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$90K - $134K *

Drive tax compliance and advisory services for small businesses, mentoring staff while enhancing client relationships. Collaborate with leadership to implement efficiencies and foster professional gro...

2 days ago

  •   5 - 7 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.