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.
Partnership Taxation Sr Associate - Asset Management/REIT
$101K - $129K *
Elevate your career by joining a dynamic team that delivers innovative tax solutions. Collaborate with experts to provide compliance and consulting services for diverse clients, ensuring accuracy and...
1 week ago
Partnership Taxation Sr Associate - Asset Management/REIT
$101K - $129K *
Manage complex tax compliance and consulting for diverse clients, leading projects and mentoring staff while enhancing client relationships and delivering innovative tax solutions in a dynamic environ...
1 week ago
Partnership Taxation Sr Associate - Asset Management/REIT
$101K - $129K *
Unlock potential by leading complex tax compliance and consulting for diverse clients. Collaborate with teams to deliver innovative solutions, mentor staff, and enhance client relationships while mana...
1 week ago
Tax Manager, Private Client Tax
$98K - $164K *
Unlock your potential by leading a dynamic tax team, delivering innovative strategies and exceptional client service in a fast-paced environment. Drive team performance while managing complex tax matt...
2 weeks ago
Director, Tax Professional Services
$140K - $180K *
Engage in transformative tax consulting by guiding firms in innovation, strategic growth, and technology integration. Foster leadership through workshops and tailored resources to enhance firm capabil...
3 weeks ago
Tax Advisor - National Tax - TTT - Indirect Tax - Manager - Multiple Positions - 1749381
$133K *
Elevate your career by providing expert tax services and innovative solutions. Lead teams in optimizing indirect tax processes, enhancing reporting capabilities, and automating tasks to drive efficien...
2 weeks ago
Manager - Financial Due Diligence
$112K - $225K *
Join a team that's dedicated to executing financial due diligence for acquisitions and divestitures, managing client communications, and developing junior leaders while collaborating across functional...
3 days ago
Account Manager, Private Client Services (Personal Insurance)
$64K - $120K *
Drive client satisfaction by managing and servicing personal insurance accounts. Utilize your expertise to maintain relationships, advise clients, and ensure comprehensive coverage while supporting bu...
2 days ago
Account Manager, Private Client Services (Personal Insurance)
$64K - $120K *
Unlock potential by managing and servicing private client accounts, providing expert advice, and ensuring client satisfaction. Collaborate with a dedicated team to enhance client relationships and dri...
2 days ago
Account Manager, Private Client Services (Personal Insurance)
$64K - $120K *
Shape the future of client relationships by managing and servicing accounts, providing expert advice, and ensuring client satisfaction while driving business growth and retention in a dynamic insuranc...
2 days ago
Account Manager, Private Client Services (Personal Insurance)
$64K - $120K *
Partner with us to develop and service private client accounts, providing expert advice and maintaining strong client relationships while ensuring exceptional customer service and attention to detail...
2 days ago
$80K - $95K *
Unlock potential by leading tax processes and client relationships while mentoring your team. Drive strategic solutions in a collaborative environment with a focus on maximizing tax benefits across di...
Reposted 3 weeks ago
$88K - $105K *
Optimize tax solutions by managing client relationships, mentoring staff, and leading a team in executing comprehensive tax services while staying updated on regulations and ensuring maximum tax benef...
Reposted 3 weeks ago
$80K - $95K *
Unlock potential by guiding tax processes, managing client relationships, mentoring staff, and driving innovative tax solutions in a collaborative environment focused on professional growth and client...
Reposted 3 weeks ago
$88K - $105K *
Advance your career by managing client relationships and leading tax planning projects. As a key member of our team, you will prepare and review diverse tax returns while mentoring staff and ensuring...
Reposted 3 weeks ago
$95K - $115K *
Strategize tax solutions and oversee client relationships while preparing and reviewing diverse tax returns. Drive compliance and planning initiatives, mentor team members, and participate in business...
Reposted 3 weeks ago
$88K - $105K *
Shape tax strategies and manage client relationships while mentoring a dedicated team to provide top-notch compliance solutions, and drive business development efforts within a collaborative environme...
Reposted 3 weeks ago
$123K - $153K *
Unlock potential by leading a team of tax professionals who deliver accurate returns and exceptional client service. Mentor staff, network for new business, and navigate complex tax regulations to max...
Reposted 3 weeks ago
$85K - $100K *
Champion the future of taxation by managing a diverse portfolio of clients, ensuring compliance, maximizing tax benefits, and leading a dynamic team in a supportive environment that fosters profession...
Reposted 3 weeks ago
$88K - $105K *
Transform client tax strategies through expert guidance, managing tax return processes, and mentoring a talented team to deliver optimal tax solutions while ensuring compliance with regulations for di...
Reposted 3 weeks ago
$112K - $169K *
Solve complex tax challenges as a vital team leader, ensuring client satisfaction and maximizing benefits. Oversee tax return preparation, mentor staff, and engage in business development while naviga...
3 weeks ago
$85K - $100K *
Engage with diverse clients as a Tax Manager, guiding tax processes and solutions. Lead a team in delivering maximum tax benefits and ensuring compliance while fostering client relationships for growt...
Reposted 3 weeks ago
$112K - $136K *
Shape the future of client relations as you manage tax processes and lead a team. Leverage your expertise in tax accounting and IRS regulations to optimize client tax benefits and develop solutions th...
4 weeks ago
Tax Technology Manager - FamilySight Implementation
$95K - $180K *
Join a dynamic team to lead client implementations of a cloud-based financial solution, ensuring exceptional service and support while managing project execution and fostering strong relationships wit...
1 week ago
Tax Technology Manager - FamilySight Implementation
$95K - $180K *
Drive client success by leading implementations and providing exceptional support. Collaborate with teams to ensure seamless onboarding and project execution, while enhancing client relationships thro...
1 week 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.