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

$130K - $200K *

Unlock potential by driving innovative tax solutions for diverse clients, focusing on federal income tax issues, M&A structuring, and ongoing training, while enjoying mentorship and growth opportuniti...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Transform your career by driving tax strategy and analysis for diverse clients. Collaborate with a dynamic team, enhancing your expertise through mentorship and advanced training while shaping innovat...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Empower our National Tax Office by leveraging your expertise in federal income tax consulting. Engage in research, analysis, and strategic tax structuring to provide exceptional client solutions in a...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Advance your expertise by managing federal tax analysis and consulting for diverse entities, while collaborating on innovative solutions and assisting with M&A strategies. Enjoy comprehensive training...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Join a team that's shaping innovative tax solutions for diverse clients. Leverage your expertise in federal income tax issues, M&A tax structuring, and strategic analysis to deliver exceptional servic...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Elevate your career as you lead research and analysis on federal income tax issues. Collaborate with clients on M&A structuring and training, while receiving mentorship and professional growth in a dy...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Shape impactful federal income tax solutions through research, analysis, and collaboration. Lead client engagements while guiding training initiatives, and contribute significantly to M&A structuring...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Grow your career with a dynamic tax team focusing on research, analysis, and solutions for federal income tax issues, while guiding clients through M&A structuring and compliance in a collaborative en...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Engage in complex federal income tax analysis, consulting on M&A structuring, and delivering impactful training. Collaborate within a dynamic team to provide exceptional client services and drive your...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Lead impactful tax strategies by conducting in-depth analysis of federal income tax issues, including M&A structuring. Collaborate with clients to deliver tailored solutions while enhancing your skill...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Join a team that's dedicated to guiding clients through complex federal income tax issues while enhancing your career with mentorship, training, and opportunities for advancement in a dynamic environm...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Tackle complex federal income tax issues while supporting M&A transactions. Collaborate with a dynamic team, provide training, and drive exceptional client service within a growing environment. Take o...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Unlock growth by providing expert federal income tax solutions. Engage in research, analysis, and M&A structuring while crafting strategic communications. Collaborate in a dynamic tax group that foste...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Champion exceptional federal income tax services by leading research, analysis, and mentorship in a collaborative environment. Drive solutions for M&A tax structuring and compliance to empower clients...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Join a team that thrives on delivering exceptional tax solutions, driving your career forward as you research complex federal tax issues, assist in M&A structuring, and enhance client experiences whil...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Join a team that's dedicated to transforming federal income tax solutions. Leverage your expertise in tax research, M&A structuring, and client advisory to drive impactful strategies while advancing i...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Transform your career by providing expert tax consulting and analysis. Collaborate with a dynamic team, engage in M&A structuring, and empower clients through innovative solutions while developing you...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Join a dynamic tax team to research and analyze federal income tax issues, assist in M&A structuring, and lead trainings. Thrive in a collaborative environment that fosters growth and provides excepti...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Analyze complex federal income tax issues and provide expert consulting services. Collaborate with clients on M&A structuring, due diligence, and tax training while driving innovations in tax solution...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Drive exceptional federal income tax solutions by conducting research and analysis, guiding M&A structuring, and drafting key communications. Partner with a collaborative team to enhance client servic...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Explore innovative tax solutions while leading a dynamic team in federal income tax consulting. Drive M&A strategies and elevate client services through research, analysis, and collaborative training...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Grow your career with a dynamic tax team, providing innovative federal income tax solutions, engaging in M&A structuring, and developing training initiatives while mentoring others and advancing in a...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Join a team that's shaping innovative tax solutions while advancing your career. Leverage your expertise in complex federal income tax issues and M&A structuring to provide exceptional client service...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Join a team that's dedicated to providing expert federal income tax solutions. In this role, you'll engage in research, analysis, and advisory services while collaborating with professionals to delive...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$130K - $200K *

Lead the charge in federal income tax analysis and client service. Utilize your expertise to drive M&A tax structuring, develop firm-wide training, and provide innovative solutions in a collaborative...

3 weeks 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.