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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$106K - $164K *

Elevate international tax compliance by managing U.S. tax filings for foreign entities and non-resident partners. Collaborate with teams to ensure compliance, enhance processes, and navigate complex t...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$120K - $186K *

Drive international tax compliance and planning by overseeing U.S. tax filings for foreign entities and non-resident partners. Collaborate with teams to enhance processes and ensure adherence to compl...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$106K - $164K *

Transform international tax compliance by leading U.S. tax filings for foreign entities and non-resident partners. Collaborate with global teams to enhance processes, manage audits, and drive strategi...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$106K - $164K *

Lead international tax compliance and planning efforts, overseeing U.S. tax filings for foreign entities and non-resident partners. Collaborate with teams to enhance processes and ensure compliance in...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$106K - $164K *

Accelerate your career by overseeing U.S. tax compliance for international entities. Collaborate with diverse teams to enhance tax processes, manage audits, and drive strategic planning in a dynamic...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$78K - $165K *

Lead the charge in managing key private equity fund relationships, overseeing comprehensive fund accounting, and developing junior talent in a dynamic, client-focused environment. Enhance your experti...

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$115K - $165K *

Elevate your career by managing key private equity fund relationships and leading a dynamic team. Oversee comprehensive fund accounting, enhance junior talent, and ensure high-quality delivery in a fa...

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$78K - $165K *

Drive your career forward by managing key private equity fund relationships, overseeing comprehensive fund accounting, and developing junior talent in a dynamic, client-focused environment. Enhance yo...

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$100K - $120K *

Empower business owners by leading a high-performing tax department, offering strategic advice, mentoring staff, and optimizing tax processes to enhance client financial outcomes and ensure compliance...

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$110K - $130K *

Champion exceptional client service and lead complex tax engagements while developing talent and driving growth in a dynamic tax practice. Collaborate with clients and teams to deliver strategic tax s...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$82K - $155K *

Advance your career by leading a team to deliver strategic tax solutions for private companies. Engage with clients to navigate complex tax situations while fostering strong relationships within a col...

Reposted 3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$106K - $174K *

Empower global workforce mobility solutions through strategic management, coaching, and analysis. Drive consensus and deliver insights that enhance client experiences while solving intricate complianc...

4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$100K - $110K *

Elevate client experiences by managing onboarding and relationships for high-net-worth clients. Collaborate with teams to ensure seamless service delivery while maintaining compliance and enhancing op...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$149K - $301K *

Lead transformative retirement plan strategies and compliance initiatives, guiding clients through complex operational and regulatory challenges to enhance their employee benefits and retirement solut...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$110K - $130K *

Empower your career by joining a dynamic legal team focused on Trust & Estate Planning for ultra-high-net-worth clients. Collaborate with experienced partners and contribute to innovative solutions in...

2 days ago

  •   Less than 5 years exp.  •   Legal & Accounting

$149K - $301K *

Unlock your potential by guiding clients through complex retirement plan issues. Collaborate with professionals, analyze technical matters, and enhance compliance, all while fostering team growth and...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Elevate your career by collaborating with a dedicated team to navigate complex retirement plan issues, ensuring compliance and strategic alignment for clients in various sectors while training and gui...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Join our dynamic team and leverage your expertise in retirement plans to guide clients through complex compliance and operational issues, while mentoring colleagues and collaborating with cross-functi...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Elevate your career by addressing complex retirement plan issues. Collaborate with clients and colleagues to ensure compliance and enhance employee benefits through technical guidance and strategic so...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Unlock potential by providing expert guidance on retirement plans, focusing on compliance and best practices. Collaborate across teams to resolve technical issues, educate stakeholders, and enhance cl...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Lead the charge in addressing complex retirement plan issues by analyzing, consulting, and collaborating with clients and teams to ensure compliance and strategic success in their employee benefits pr...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Join a dynamic team to address complex retirement plan and employee benefits issues. You'll collaborate with clients and professionals, guide compliance, and enhance operational efficiency through exp...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Lead the charge in addressing complex retirement plan matters, collaborating with teams to navigate regulatory developments, ensuring compliance, and providing strategic guidance to clients on their e...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Take ownership of complex retirement plan issues by consulting with clients and teams. Leverage your expertise in qualified plans, regulatory guidance, and compliance to drive strategic objectives whi...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Champion retirement plan compliance and strategies while supporting clients and teams. Leverage expertise in 401(k)s, IRAs, and ESOPs to navigate complex regulatory matters and enhance operational eff...

Reposted 3 days ago

  •   8 - 10 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.