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.
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.
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.
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.
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.
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Unlock potential by providing expert guidance on complex real estate tax matters, including partnership structures and REIT transactions. Collaborate with teams to develop tax positions and support so...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Drive innovation in real estate tax by providing expert guidance on complex tax matters, partnership structures, and REIT transactions. Collaborate with teams to tackle sophisticated client needs and...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Join a dynamic team to provide expert guidance on complex real estate tax matters, including partnership structures and REIT transactions. Collaborate with professionals to support sophisticated clien...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Join a team that's redefining real estate tax solutions by providing expert guidance on complex tax matters, partnership structures, and REIT transactions. Collaborate with professionals to support so...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Empower growth by providing expert guidance on complex real estate tax matters. Collaborate with teams to navigate partnership structures, REIT transactions, and emerging issues, enhancing your techni...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Analyze complex real estate tax issues and provide strategic guidance to partners and teams. Collaborate on sophisticated transactions, develop technical resources, and support clients in navigating p...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Unlock potential by joining a dynamic Real Estate Tax practice, providing expert guidance on complex tax matters, partnership structures, and REIT transactions. Collaborate with teams to support sophi...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Unlock potential by joining our dynamic Real Estate Tax team, where you'll provide expert guidance on complex tax matters, collaborate on sophisticated transactions, and support diverse clients in a h...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Innovate within our Real Estate Tax practice, providing expert guidance on complex tax matters, partnership structures, and REIT transactions. Collaborate with teams to support sophisticated real esta...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Transform complex real estate tax challenges into innovative solutions. Collaborate with partners and client teams to provide expert guidance on tax matters, enhancing your career in a dynamic, resear...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Join a team that's redefining real estate tax solutions. Leverage your expertise to guide complex transactions, conduct in-depth research, and collaborate with top professionals in a dynamic, hybrid w...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Shape the future of real estate tax by providing expert guidance on complex tax matters, partnership structures, and REIT transactions. Collaborate with teams to develop innovative solutions and suppo...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Drive your career forward by providing expert guidance on complex real estate tax matters. Collaborate with partners and teams to navigate partnership structures, REIT transactions, and emerging tax i...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Transform complex real estate tax challenges into strategic solutions by providing expert guidance on partnership structures, REIT transactions, and fund taxation. Collaborate with teams to enhance te...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Elevate your career by providing expert guidance on complex real estate tax matters. Collaborate with partners and teams to navigate partnership structures, REIT transactions, and emerging issues, whi...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Join a dynamic team to tackle complex real estate tax issues, providing expert guidance on partnership structures, REIT transactions, and fund taxation. Collaborate with professionals to support sophi...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Join a team that's redefining real estate tax solutions. Leverage your expertise in complex tax matters, partnership structures, and REIT transactions while collaborating with high-performing professi...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Unlock your potential as a technical tax professional, guiding partners and teams through complex real estate tax matters. Collaborate on sophisticated transactions and develop innovative solutions in...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Shape the future of real estate tax by providing expert guidance on complex tax matters, collaborating with teams on sophisticated transactions, and driving innovative solutions for diverse clients in...
1 week ago
Senior Associate - Technical Tax Advisor: Real Estate
$125K - $200K *
Transform your career by providing expert guidance on complex real estate tax matters. Collaborate with partners and client teams to navigate partnership structures, REIT transactions, and emerging ta...
1 week ago
Manager - Family Office (CPA Firm)
$100K - $135K *
Lead the charge in delivering comprehensive financial services to high-net-worth clients. Manage engagement teams, ensure quality service, and drive practice growth through innovative technology and s...
2 weeks ago
$103K - $154K *
Unlock potential by serving as a trusted advisor in tax and business consulting for small businesses. Leverage your expertise to lead client engagements, mentor staff, and drive process improvements i...
Reposted 1 week ago
Tax Technical Manager - Remote
$100K - $120K *
Join a team that's dedicated to leading tax processes and delivering technical expertise while mentoring staff, managing client relationships, and driving strategic growth in a collaborative environme...
Reposted 1 week ago
$75K - $90K *
Lead client interactions and onboarding processes, ensuring seamless communication and support. Collaborate with financial advisors to enhance client experiences and manage account transactions effect...
2 weeks ago
$130K - $180K *
Shape the future of indirect tax by leading complex advisory and compliance engagements. Collaborate with partners and clients across industries, mentor emerging leaders, and drive practice growth in...
Reposted 2 weeks ago
What is a Private Client Services Tax Manager?
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?
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?
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?
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?
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.