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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$90K - $134K *

Join a dynamic team as a Tax Manager, delivering expert tax and advisory services to small businesses. Collaborate with leadership, mentor staff, and drive client success while enjoying a flexible wor...

2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$90K - $134K *

Lead client engagements by delivering tax and advisory services to small businesses. Collaborate with firm leadership to enhance client relationships and mentor staff, driving both personal and team d...

2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$90K - $134K *

Seeking a Tax Manager to deliver tax and advisory services to small businesses, mentor staff, and enhance client relationships. Collaborate with leadership to drive firm success while enjoying career...

2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $140K *

Elevate your career by overseeing tax and consulting services for high net worth clients. Manage a multidisciplinary team while tackling complex tax issues and ensuring timely, accurate deliverables i...

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Business Services

$110K - $140K *

Join a team that's dedicated to providing comprehensive tax and consulting services to high net worth individuals. Leverage your expertise to manage complex tax issues, mentor junior staff, and drive...

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$110K - $140K *

Join our dynamic team as you provide tax consulting services to high net worth individuals. Leverage your expertise in tax planning, compliance, and mentorship to guide clients and develop talent with...

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$110K - $140K *

Elevate your career by managing tax services for high net worth individuals. Collaborate with multidisciplinary teams, deliver personalized solutions, and lead associates in a dynamic environment focu...

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$110K - $140K *

Optimize client relationships and drive results by managing tax planning and compliance for high net worth individuals while mentoring a talented team. Engage in complex tax analysis and innovative so...

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$90K - $134K *

Champion client success by delivering expert tax and advisory services. Lead a talented team, enhance client relationships, and drive business growth while fostering professional development in a dyna...

3 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$126K - $253K *

Champion client success by leading comprehensive tax strategies for ultra-high net worth families, ensuring exceptional service through team collaboration and technical expertise. Drive growth while m...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$138K - $172K *

Drive impactful tax strategies for high net worth clients, managing complex returns and providing expert consulting. Collaborate with a dedicated team to enhance client relationships and deliver innov...

6 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$100K - $120K *

Shape client experiences by leading tax strategy, ensuring compliance, and enhancing relationships within our comprehensive Private Client Services. Utilize your expertise to drive impactful results w...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$120K - $145K *

Lead tax planning and compliance for high-net-worth clients, overseeing engagements and fostering client relationships. Drive business development and staff growth in a collaborative environment focus...

2 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$133K - $183K *

Join us in delivering expert tax consulting and compliance services, guiding clients through complex real estate transactions and cross-border tax matters while optimizing their tax strategies and enh...

Toronto, ONIn-Person

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$80K - $90K *

Champion tax compliance and advisory services for high-net-worth clients, managing multiple engagements while mentoring junior staff and collaborating with team members to deliver exceptional client s...

1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$84K - $140K *

Shape the future of cross-border tax solutions by leveraging technology and expertise in US taxation to advise Canadian companies on compliance, investment strategies, and risk management in an ever-e...

Vancouver, BCIn-Person

Reposted 3 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$160K - $200K *

Drive the growth of a specialized Trust & Estate practice by overseeing client engagements, mentoring team members, and advising high-net-worth clients on complex tax planning and compliance matters w...

2 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$125K - $175K *

Join a team that's passionate about tax strategy, leading complex engagements and advising high-net-worth clients while mentoring tax professionals to enhance practice growth and client satisfaction...

Toronto, ONIn-Person

Reposted 2 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$150K - $190K *

Elevate individual tax strategies for high-net-worth clients through expert planning, coaching, and tax compliance. Collaborate with internal teams to ensure seamless wealth transitions while nurturin...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$150K - $190K *

Lead the charge in delivering comprehensive tax strategies to high-net-worth clients, focusing on wealth transition, compliance, and maximizing benefits through expert planning and client relationship...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$123K - $153K *

Empower high-net-worth individuals by guiding their wealth transition through complex tax planning and compliance while ensuring team collaboration and client satisfaction in a dynamic environment...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$126K - $253K *

Support ultra-high net worth families by delivering tailored tax services. Lead client engagements with a focus on compliance, planning, and relationship management, while building collaborative teams...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$83K - $143K *

Join a dynamic team to advise high net worth clients on tax strategies, succession planning, and compliance. Lead engagements, mentor staff, and foster client relationships while driving growth opport...

Calgary, ABIn-Person

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$83K - $143K *

Join a team that's dedicated to empowering clients by providing expert tax and wealth advice. As a Tax Manager, you'll drive strategic growth across client engagements, mentor staff, and foster collab...

Toronto, ONIn-Person

Reposted 3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$95K - $180K *

Join a dynamic team to advise business owners on tax strategies, compliance, and planning. Lead engagements, collaborate with specialists, and develop strong client relationships while driving growth...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

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.