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.

Remote
caret down
Compensation
caret down
Position Level
caret down
Time Posted
caret down
Industries
caret down
Locations
caret down
More
1
caret down

$135K - $185K *

Lead the management of complex financial transactions in housing and community development, specializing in Historic and New Markets Tax Credits, while mentoring staff and driving strategic growth ini...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Unlock your potential as a Senior Manager leading strategic tax credit transactions. Drive growth in housing and community development by mentoring teams, managing complex financial closings, and cult...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Advance progress at the forefront of housing finance, leading strategic initiatives in Historic and New Markets Tax Credits. Drive practice growth, mentor talent, and manage complex transactions with...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Pioneer innovative housing solutions by managing complex tax credit transactions, mentoring a skilled team, and driving business growth in the community development sector. Bring your strategic vision...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Accelerate progress at our Housing and Community Development practice by leading HTC and NMTC transactions. This role involves mentoring staff, managing financial closings, and contributing to strateg...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Drive your career forward by overseeing complex HTC and NMTC transactions. As a Senior Manager, you will mentor teams, engage clients, and ensure strategic alignment, while contributing to business gr...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Engineer cutting-edge financial solutions by leading Historic and New Markets Tax Credits projects. Advocate for growth in housing and community development, while mentoring talented professionals and...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Engage in transformative community development as a Senior Manager, leading complex transactions in historic tax credits and mentoring a dynamic team. Collaborate across diverse teams to drive growth...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Lead the charge in community development finance by managing complex tax credit transactions, mentoring teams, and driving strategic growth in a collaborative environment focused on impactful housing...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Unlock your potential as a seasoned leader in community development finance, managing complex transactions and mentoring talent while driving growth in the Housing and Community Development practice...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Unlock growth as a Senior Manager in Housing Development, managing complex financing, mentoring talent, and influencing strategic practice direction while ensuring accuracy in financial transactions a...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Unlock potential by leading complex financial transactions in housing and community development. Leverage your expertise in Historic and New Markets Tax Credits to mentor teams, drive growth, and ensu...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Optimize your impact by leading housing and community finance projects, managing complex tax credit transactions, mentoring teams, and driving impactful growth while collaborating with diverse stakeho...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $185K *

Take ownership of complex financial closings in housing development. Leverage your expert knowledge of Historic and New Markets Tax Credits to mentor teams, build client relationships, and drive pract...

Reposted 4 weeks ago

  •   5 - 7 years exp.  •   Business Services

$167K - $248K *

Unlock your potential by leading tax provision projects, managing client engagements, and developing a high-performing team. Collaborate with industry leaders while driving innovative tax solutions an...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$167K - $248K *

Lead the charge in providing expert tax solutions and compliance for clients, managing engagements, and developing staff while leveraging technology to enhance efficiency and drive business growth in...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$124K *

Elevate client success by delivering expert transfer pricing solutions throughout the tax life cycle. Collaborate with diverse teams to provide high-quality advice, manage client relationships, and dr...

Yesterday

  •   5 - 7 years exp.  •   Business Services

$167K - $248K *

Transform corporate tax strategies by leveraging your expertise in income tax provisions and compliance. Lead engagements, mentor teams, and drive innovative solutions for clients while enhancing firm...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$167K - $248K *

Unlock your potential by leading tax compliance and consulting efforts, managing client relationships, and developing a high-performing team while driving innovative solutions in corporate tax matters...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$167K - $248K *

Join a dynamic team to lead tax provision projects, manage client engagements, and develop innovative tax solutions. Collaborate with clients and internal teams to drive strategic tax planning and com...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$167K - $248K *

Unlock your potential by leading tax compliance and consulting projects, managing client relationships, and developing a team. Leverage your expertise in income tax provisions and contribute to firm-w...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$167K - $248K *

Join a dynamic team to lead tax compliance and consulting efforts, manage client relationships, and develop junior staff while leveraging your expertise in income tax provisions and corporate tax matt...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$167K - $248K *

Champion tax compliance and consulting for corporate clients, leading engagements and managing teams. Leverage technical expertise in income tax provisions and build relationships to drive business gr...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$167K - $248K *

Lead tax compliance and consulting efforts, managing client engagements and developing team capabilities. Collaborate with stakeholders to identify tax solutions and enhance firm-wide practices in acc...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$167K - $248K *

Join a team that's dedicated to delivering expert tax solutions and compliance. Leverage your extensive experience to manage client engagements, mentor associates, and drive business growth while navi...

1 week ago

  •   8 - 10 years exp.  •   Business Services

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.