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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$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

$149K - $301K *

Unlock potential by guiding clients through complex retirement plan issues. Leverage your expertise to analyze, consult, and ensure compliance for qualified plans while educating colleagues and enhanc...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Empower clients by providing expert guidance on retirement plans. Collaborate with professionals to navigate complex compliance issues, enhance operational efficiency, and ensure adherence to regulati...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Join a team that's dedicated to guiding clients through complex retirement plan challenges. Collaborate with professionals to ensure compliance and strategic success across qualified plans, IRAs, and...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Empower clients by providing expert guidance on retirement plans and employee benefits. Drive compliance, deliver technical solutions, and collaborate with teams to enhance operational efficiency whil...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Discover an opportunity to lead retirement plan consulting, guiding clients through complex regulations while training colleagues and enhancing compliance strategies. Drive impactful solutions in qual...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Optimize retirement plan strategies for clients by addressing complex compliance and operational issues. Lead projects and training while collaborating with professionals across teams to ensure strate...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Champion the future of retirement planning by guiding clients through complex regulations and compliance issues. Collaborate with experts to ensure strategic objectives are met while enhancing your pr...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Drive client success by leading retirement plan strategies, ensuring compliance, and tackling complex regulatory issues. Collaborate with experts and provide guidance to enhance operational efficiency...

Reposted 3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$149K - $301K *

Drive the future of retirement plan consulting by addressing complex issues, ensuring compliance, and collaborating with teams to deliver strategic solutions for clients while mentoring others in the...

3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$130K - $175K *

Drive your career forward by managing complex tax compliance and planning for pass-through entities while leading a dynamic team and building strong client relationships. Your expertise will shape str...

3 weeks ago

  •   5 - 7 years exp.  •   Business Services

$130K - $175K *

Unlock potential by managing tax compliance for complex partnerships, advising clients on tax strategies, and leading a team committed to delivering high-quality services. Drive business development a...

3 weeks ago

  •   5 - 7 years exp.  •   Business Services

$110K - $130K *

Join a team that's dedicated to delivering exceptional tax compliance services while leading and mentoring professionals in a dynamic environment focused on client satisfaction and technical excellenc...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Drive impactful tax strategies for high-net-worth clients while managing complex returns. Lead a skilled team, foster client relationships, and enhance your leadership skills in a collaborative work e...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Lead the charge in state and local tax services, managing compliance and consulting engagements while developing staff and client relationships. Drive growth in a dynamic practice, leveraging your exp...

Reposted 6 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$100K - $143K *

Lead the charge in managing Global Minimum Tax compliance and initiatives, ensuring alignment with OECD regulations. Collaborate with stakeholders to analyze tax exposure, prepare provisions, and enha...

Waterloo, ONIn-Person

Today

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $143K *

Champion global tax compliance by managing GMT initiatives, ensuring alignment with OECD regulations, and collaborating with stakeholders for accurate financial insights and reporting...

Toronto, ONIn-Person

Today

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $140K *

Unlock potential by serving high-net-worth clients in the entertainment sector. Lead engagement efforts and deliver personalized tax and financial strategies while collaborating in a hybrid work envir...

Reposted 1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$85K - $140K *

Shape the future of tax services for high-net-worth clients in the entertainment sector. Lead engagements with musicians and entrepreneurs, delivering tailored tax solutions and ensuring compliance ac...

Reposted 1 week ago

  •   Less than 5 years exp.  •   Legal & Accounting

$110K - $130K *

Engage in a transformative leadership role to build and scale a client advisory-focused CAS practice, driving innovation and growth while mentoring a high-performing team and establishing best practic...

2 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Drive the evolution of our Client Accounting Services by building and leading a high-performing team, establishing scalable processes, and partnering with leadership to innovate and grow our advisory...

2 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$85K - $130K *

Lead the charge in delivering tax compliance and advisory services to high-net-worth individuals and flow-through entities, while fostering client relationships and developing your expertise in a dyna...

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.