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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$113K - $262K *

Lead M&A tax engagements by collaborating with clients and managing teams to deliver comprehensive tax solutions, ensuring effective due diligence and strategic tax structuring across diverse transact...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Lead the charge in M&A tax consulting, managing client engagements and teams while delivering strategic tax solutions for diverse transactions. Collaborate with executives and firms to drive successfu...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Drive M&A tax consulting by managing client engagements, leading teams, and collaborating with executives. Leverage your expertise in tax due diligence and structuring to enhance client relationships...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Drive impactful M&A tax strategies by managing client engagements, leading teams, and collaborating with C-suite executives to deliver comprehensive tax solutions across diverse transactions...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Transform M&A tax consulting by leading client engagements, managing teams, and driving business development. Collaborate with C-suite executives and private equity firms to deliver comprehensive tax...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Empower clients by leading M&A tax engagements, managing relationships, and providing strategic tax solutions. Collaborate with executives and teams to deliver comprehensive due diligence and tax stru...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Unlock potential by leading M&A tax engagements, managing client relationships, and guiding teams. Collaborate with executives and firms to deliver tax due diligence and structuring services across di...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Drive M&A tax consulting by managing client engagements, leading teams, and executing due diligence for diverse transactions. Collaborate with executives and firms to optimize tax strategies and enhan...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Unlock potential by managing M&A tax engagements, collaborating with C-suite executives, and leading teams to deliver comprehensive tax solutions for diverse transactions while fostering client relati...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Discover innovative solutions in M&A tax consulting, managing client engagements, and leading teams. Collaborate with executives and firms to deliver due diligence and tax structuring services, drivin...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Transform client engagements by leading M&A tax services, managing relationships, and executing due diligence for diverse transactions while mentoring team members and driving business development eff...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Champion M&A tax strategies by leading client engagements, managing teams, and driving business development. Collaborate with executives to deliver tax due diligence and structuring services across di...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Lead the charge in M&A tax consulting, managing client engagements and teams while delivering strategic tax solutions for diverse transactions. Collaborate with executives and firms to drive successfu...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Accelerate progress at the forefront of M&A tax consulting, managing client engagements, leading teams, and driving business development while providing expert tax due diligence and structuring servic...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Shape the future of M&A tax consulting by leading client engagements, managing teams, and driving business development while providing expert tax due diligence and structuring services across diverse...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Drive impactful M&A tax strategies by managing client engagements, leading teams, and collaborating with C-suite executives to deliver comprehensive tax solutions across diverse transactions...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Elevate your career by leading M&A tax services, managing client relationships, and driving due diligence efforts. Collaborate with executives and teams to deliver strategic tax solutions in a dynamic...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Unlock your potential by leading M&A tax services, managing client relationships, and driving due diligence efforts. Collaborate with executives and teams to deliver strategic insights and foster busi...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Lead the charge in M&A tax consulting, managing client engagements and teams while delivering strategic tax solutions for diverse transactions and fostering strong client relationships...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Join a team that's at the forefront of M&A tax consulting, managing client engagements and leading teams to deliver strategic tax solutions. Collaborate with executives and drive business development...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Lead the charge in M&A tax consulting, managing client engagements and teams while providing strategic tax solutions for diverse transactions. Collaborate with executives and firms to ensure effective...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$113K - $262K *

Lead the charge in M&A tax consulting, managing client engagements and teams while delivering strategic tax solutions for diverse transactions. Collaborate with executives and firms to drive successfu...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$95K - $180K *

Transform client tax strategies by leveraging your expertise in partnership taxation. Collaborate with cross-functional teams to deliver compliance and consulting services, guiding clients through com...

2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $95K *

Join a team that's dedicated to delivering exceptional tax services with opportunities for growth. You will manage client relationships, oversee tax preparation, and lead a team while thriving in a co...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$84K - $140K *

Shape client success by managing private tax compliance and advisory engagements. Collaborate with businesses and high-net-worth individuals, driving the complete engagement lifecycle to deliver effec...

Toronto, ONIn-Person

Reposted 1 week ago

  •   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.