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.
Tax Director - National Tax Office
$170K - $300K *
Champion innovative tax solutions by analyzing federal income tax issues, assisting with M&A structuring, and drafting communications. Collaborate within a dynamic team to enhance client services and...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Join a team that's redefining tax solutions by leveraging your expertise in federal income tax consulting, M&A structuring, and innovative problem-solving to drive impactful results for clients across...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Unlock potential by leading complex federal income tax research and consulting. Collaborate on M&A structuring, draft critical communications, and drive firm-wide training initiatives to enhance tax s...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Transform federal income tax consulting by leveraging your expertise in M&A structuring, accounting methods, and partnership issues. Collaborate with a dynamic team to deliver innovative solutions and...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Elevate your career by tackling complex federal income tax issues, assisting with M&A structuring, and driving innovative solutions within a collaborative tax team. Your expertise will shape impactful...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Innovate tax strategies by analyzing federal income tax issues, assisting with M&A structuring, and drafting communications. Collaborate within a dynamic team to deliver impactful solutions and enhanc...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Join a team that's redefining tax consulting by analyzing complex federal income tax issues, assisting with M&A structuring, and providing innovative solutions to clients while fostering professional...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Champion innovative tax solutions by analyzing federal income tax issues, assisting with M&A structuring, and drafting communications. Collaborate within a dynamic team to enhance client services and...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Transform complex federal income tax issues into innovative solutions. Play a key role in M&A tax structuring and internal restructuring while collaborating with a dynamic team to deliver exceptional...
4 days ago
Tax Director - National Tax Office
$170K - $300K *
Unlock your potential by analyzing complex federal tax issues, assisting with M&A structuring, and drafting critical communications. Join a collaborative team dedicated to innovative tax solutions and...
4 days ago
Senior Tax Associate- Private Wealth International
$72K - $150K *
Join a team that's dedicated to providing strategic tax solutions for high-net-worth individuals and families. Shape the future of wealth management by delivering comprehensive compliance and consulti...
3 weeks ago
Senior Tax Associate- Private Wealth International
$72K - $150K *
Champion comprehensive tax strategies for high-net-worth clients, focusing on compliance and planning for international assets. Collaborate with affluent families to enhance and preserve wealth throug...
3 weeks ago
Senior Tax Associate- Private Wealth International
$72K - $150K *
Shape the future of wealth management by providing strategic tax consulting and compliance services to high-net-worth individuals and families with global assets. Join a dynamic team dedicated to enha...
3 weeks ago
Senior Tax Associate- Private Wealth International
$72K - $150K *
Join a team that's dedicated to providing strategic tax consulting for high-net-worth individuals and families. Engage in compliance and planning for global assets while enhancing your skills in a sup...
3 weeks ago
Senior Tax Associate- Private Wealth International
$72K - $150K *
Grow your career with a dynamic team focused on providing strategic tax solutions for high-net-worth individuals and families, enhancing their wealth management through compliance and planning experti...
3 weeks ago
Senior Tax Associate- Private Wealth International
$72K - $150K *
Manage compliance and consulting services for high-net-worth individuals, focusing on international tax planning and wealth preservation. Collaborate with clients to enhance their financial strategies...
3 weeks ago
Senior Tax Associate- Private Wealth International
$72K - $150K *
Join a team that's dedicated to providing strategic tax solutions for high-net-worth individuals and families. Collaborate on compliance and planning for global assets while enhancing your expertise i...
3 weeks ago
$80K - $95K *
Champion growth by building and activating partner networks in the finance sector. You'll drive partner-sourced revenue, strengthen relationships, and scale channel strategies to deliver value to clie...
4 weeks ago
$110K - $130K *
Lead the charge in building impactful partner relationships to drive indirect-tax solutions. Collaborate strategically with accounting professionals to enhance customer growth and establish a scalable...
4 weeks ago
$112K - $168K *
Unlock your potential by leading tax strategies for AEC clients, ensuring compliance and delivering exceptional service. Drive team growth and foster client relationships while navigating complex tax...
Yesterday
$112K - $168K *
Transform client tax strategies in the AEC industry by leading engagements, ensuring compliance, and mentoring a team. Drive process improvements and foster long-term relationships while advising on i...
2 days ago
$103K - $154K *
Drive strategic tax solutions for AEC clients, leading engagements and fostering relationships. Oversee compliance, audits, and team development while implementing advanced strategies to minimize liab...
2 days ago
$108K - $161K *
Unlock potential by leading tax strategies for AEC clients, ensuring compliance and delivering exceptional service. Drive team growth, manage complex engagements, and foster long-term client relations...
2 days ago
Tax Experienced Senior, Corporate/ASC 740
$96K - $125K *
Transform your career by leading tax compliance and consulting efforts, managing client relationships, and mentoring junior staff. Leverage your expertise to identify tax strategies and ensure complia...
1 week ago
Tax Experienced Senior, Corporate/ASC 740
$96K - $125K *
Transform your career by leading tax compliance and consulting efforts. Utilize your expertise to manage projects, supervise teams, and develop strategies that minimize client tax liabilities while en...
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.