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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$100K - $130K *

Unlock potential by managing accounting and financial reporting for Management Company entities. Lead fiscal operations, ensure compliance, and collaborate with stakeholders to deliver accurate, timel...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $130K *

Lead the management of accounting and financial reporting for multiple entities, ensuring compliance and accuracy. Collaborate with stakeholders to streamline processes and enhance financial controls...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $130K *

Redefine client engagement by managing a diverse real estate portfolio. Deliver high-quality tax advice while leading a talented team and overseeing financial performance for successful client outcome...

4 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$84K - $155K *

Advance your career by mentoring team members and advising clients on complex international tax services while managing multiple priorities and ensuring compliance with tax regulations. Deliver high-q...

Toronto, ONIn-Person

Reposted 3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$160K - $200K *

Join a dynamic firm as a leading expert in high-net-worth tax strategies. Drive impactful tax planning and compliance services for affluent clients while mentoring a talented team, ensuring excellence...

Reposted today

  •   8 - 10 years exp.  •   Legal & Accounting

$170K - $200K *

Make your mark at an innovative firm where you lead high-net-worth tax services, mentor talented staff, and develop strategic solutions for affluent clients. Engage deeply in compliance, planning, and...

Reposted today

  •   8 - 10 years exp.  •   Legal & Accounting

$160K - $200K *

Lead high-level tax strategies for affluent clients, driving complex compliance and consulting services. Mentor staff while managing client relationships and ensuring profitability. Transform tax prac...

Chicago, ILRemote

Reposted today

  •   8 - 10 years exp.  •   Legal & Accounting

$99K - $266K *

Join a team that's shaping international tax strategies for multinational insurance clients. As a Manager, you'll lead projects, mentor staff, and ensure compliance while navigating complex cross-bord...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Drive international tax strategies for multinational insurance clients, leading teams in compliance and planning. Utilize expertise to navigate complex regulations, enhance client relationships, and d...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Lead international tax strategies for multinational insurance clients, guiding teams in compliance and planning. Leverage expertise to navigate complex regulations, enhance client relationships, and d...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Shape the future of international tax services by leading teams to advise multinational insurance clients on cross-border tax planning, compliance, and strategy, while leveraging technology for innova...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Transform international tax strategies for multinational insurance clients. Lead teams, manage complex deliverables, and leverage technology to enhance compliance and planning. Drive innovative soluti...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Join a team that's shaping international tax strategies for multinational insurance clients. Lead projects, mentor staff, and navigate complex tax regulations to deliver innovative solutions and enhan...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Transform international tax strategies for multinational insurance clients. Lead teams, manage complex projects, and leverage technology to ensure compliance and optimize global tax positions while me...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Manage international tax strategies for multinational insurance clients, leading teams to navigate complex cross-border regulations. Drive project execution, enhance client relationships, and leverage...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Shape the future of international tax services by leading teams and advising multinational insurance clients on complex cross-border tax strategies and compliance, while leveraging technology for inno...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Join a team that's shaping international tax strategies for multinational insurance clients. Lead projects, mentor staff, and navigate complex tax regulations to deliver innovative solutions and enhan...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Join our team to lead international tax strategies for multinational insurance clients, guiding teams and managing complex projects while leveraging technology for optimal outcomes in a dynamic enviro...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Join a team that's dedicated to advising multinational insurance clients on international tax strategies, compliance, and planning. Lead projects, mentor junior staff, and leverage technology to deliv...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Join a team that's shaping international tax strategies for multinational insurance clients. Lead projects, mentor junior staff, and navigate complex tax regulations while delivering innovative soluti...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Shape the future of international tax services by advising multinational insurance clients on compliance and strategy. Lead teams, manage client engagements, and leverage technology to deliver innovat...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Empower multinational insurance clients by leading international tax strategies, ensuring compliance, and navigating complex regulations. Drive team performance and deliver innovative solutions while...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Lead international tax strategies for multinational insurance clients, guiding teams in compliance and planning. Manage client engagements, analyze regulations, and leverage technology to deliver inno...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $266K *

Optimize international tax strategies for multinational insurance clients. Lead teams, manage client engagements, and ensure compliance with cross-border tax regulations while leveraging technology fo...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$82K - $120K *

Unlock potential by serving as a technical leader in partnership tax, tackling complex federal income tax issues, and collaborating with national office professionals to provide strategic advice and s...

3 days 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.