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.
Asset & Wealth Management Tax Manager
$99K - $266K *
Lead the charge in tax compliance and strategic planning for clients, driving team performance while navigating complex financial regulations. Champion innovative solutions to optimize tax positions a...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Join a team that's driving excellence in tax compliance and strategy. As a pivotal manager, you'll guide clients through complex regulations, optimize tax positions, and inspire your team to deliver r...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Transform client tax strategies by guiding compliance and optimization, while leading a talented team. Embrace technology, resolve challenges, and cultivate relationships to drive success in a dynamic...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Champion client success by guiding tax compliance strategies, managing teams, and implementing innovative solutions in Asset & Wealth Management. Leverage your expertise to optimize tax positions whil...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Transform client tax strategies by navigating complex regulations while leading a team to enhance compliance and efficiency. Ensure project success through mentorship, innovative practices, and proact...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Lead the charge in optimizing tax compliance and advising clients. Guide a team to navigate complex regulations and enhance client tax positions while ensuring adherence to laws and minimizing risks i...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Join a dynamic team as you guide clients through complex tax regulations, optimizing their positions while ensuring compliance. Lead and inspire a dedicated team, leveraging technology to enhance deli...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Empower clients by navigating complex tax regulations to optimize positions while ensuring compliance. As a Manager, you’ll guide teams, innovate processes, and cultivate client relationships to achie...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Lead tax compliance initiatives and guide teams in navigating complex tax regulations. Optimize client positions, mentor staff, and drive innovative solutions while ensuring adherence to professional...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Unlock your potential as a Tax Manager, leading compliance efforts and optimizing clients' tax positions. Collaborate with diverse teams, manage projects, and leverage innovative technologies to enhan...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Join us as a Tax Manager, leading teams to navigate complex tax regulations, ensuring compliance, and optimizing client tax positions. Enhance your leadership skills while managing project execution a...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Lead a team in navigating complex tax regulations, ensuring compliance and optimizing client tax positions. Embrace technology and develop your leadership skills while delivering quality results and b...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Transform client tax strategies by leading compliance initiatives, managing teams, and optimizing tax positions. Drive success through innovative solutions while upholding regulatory standards and fos...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Unlock potential by leading tax compliance strategies for clients, enhancing team performance, and navigating complex regulations. Drive impactful solutions while fostering strong client relationships...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Empower clients by guiding them through complex tax regulations, optimizing tax positions, and ensuring compliance. Lead and inspire a team while leveraging technology to enhance tax practices and bui...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Lead the charge in navigating complex tax regulations and optimizing clients' tax positions while ensuring compliance. Empower and develop your team, drive innovative solutions, and foster strong clie...
4 weeks ago
Asset & Wealth Management Tax Manager
$99K - $266K *
Join a team that's dedicated to enhancing tax compliance strategies. As a Manager, you'll lead compliance workstreams, mentor others, and ensure clients meet regulatory obligations while optimizing th...
4 weeks ago
Senior Manager, Mutual Fund Tax
$120K - $145K *
Elevate client service by managing a diverse portfolio of large clients, delivering tax strategies, and mentoring teams. Drive business growth through strategic relationship building and risk manageme...
3 weeks ago
$150K - $180K *
Lead the pursuit process for our tax practice, driving growth through strategic management of complex RFPs and client interactions. Collaborate with senior leaders to shape compelling proposals and pr...
Reposted 1 week ago
$160K - $200K *
Lead the charge in driving growth by managing complex tax pursuits, collaborating with senior leaders to shape strategies, and delivering compelling proposals that resonate with clients. This role dem...
Reposted 1 week ago
$150K - $180K *
Join a dynamic team as you lead complex tax pursuits, driving growth through strategic proposal management and collaboration with senior leaders. This role demands clarity in high-pressure situations...
Reposted 1 week ago
$125K - $150K *
Drive growth by leading complex tax pursuit processes, collaborating with senior leaders to shape strategies, and delivering compelling proposals that resonate with clients. Manage high-stakes opportu...
Reposted 1 week ago
$150K - $180K *
Join a team that's driving growth in our Tax practice by leading complex pursuit opportunities. Collaborate with senior leaders to shape strategies, manage high-value proposals, and deliver compelling...
Reposted 1 week ago
$150K - $180K *
Transform the pursuit process for our tax practice by leading complex RFPs and driving growth. Collaborate with senior leaders to develop strategies, coach teams, and deliver compelling proposals that...
Reposted 1 week ago
$150K - $180K *
Shape the future of our Tax practice by leading complex pursuit strategies, driving growth through high-value opportunities, and collaborating with senior leaders to deliver compelling proposals and p...
Reposted 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.