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

$115K - $130K *

Tackle complex tax provisions by preparing and reviewing ASC 740 calculations, ensuring compliance with U.S. GAAP. Collaborate with clients and develop junior staff while driving process improvements...

Yesterday

  •   Less than 5 years exp.  •   Legal & Accounting

$115K - $130K *

Take ownership of ASC 740 tax provisions, ensuring compliance and accuracy while mentoring junior staff and driving process improvements. Collaborate with clients to resolve complex tax issues and sup...

Yesterday

  •   Less than 5 years exp.  •   Legal & Accounting

$100K - $189K *

Pioneer innovative clean energy solutions by advising clients on federal energy credits and excise tax. Lead a collaborative team, manage client relationships, and ensure quality project execution whi...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $189K *

Lead a collaborative team to advise clients on federal energy credits and excise tax, ensuring compliance with the Inflation Reduction Act. Manage projects, client relationships, and technical issues...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $189K *

Join a dynamic team to advise clients on clean energy projects and excise tax issues, leveraging your expertise in federal energy credits. Collaborate with clients and lead projects to ensure complian...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $189K *

Join a team that's pioneering clean energy solutions by advising clients on federal energy credits and excise tax. Leverage your expertise to manage projects, enhance client relationships, and navigat...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $189K *

Lead the charge in advising clients on innovative clean energy projects, focusing on federal energy credits and excise tax. Collaborate with teams to ensure quality, efficiency, and compliance while m...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $90K *

Transform your career by preparing and reviewing a variety of tax returns, conducting tax research, and supporting clients in a dynamic environment with a focus on entertainment business management. J...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $90K *

Deliver expert tax services by preparing and reviewing diverse tax returns, conducting tax research, and supporting financial reporting for clients in the entertainment business sector. Join a collabo...

Nashville, TNRemote

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Lead tax compliance initiatives in a dynamic, international setting, ensuring timely deliverables and quality standards while fostering team development and driving process improvements...

Longueuil, QCIn-Person

3 days ago

  •   5 - 7 years exp.  •   Energy & Utilities

$100K - $189K *

Partner with us to advise clients on innovative clean energy projects, focusing on federal energy credits and excise tax. Lead a collaborative team, manage client relationships, and ensure quality in...

3 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$110K - $130K *

Empower your career by leading complex tax engagements for high-net-worth clients. Drive strategic planning, ensure compliance, and mentor teams while delivering exceptional client service and fosteri...

4 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Lead and transform complex tax engagements for high-net-worth clients, ensuring compliance and strategic planning. Mentor teams, enhance processes, and foster collaboration to deliver exceptional clie...

4 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$160K - $200K *

Lead the charge in providing high-net-worth tax consulting and compliance services. Mentor a talented team while managing client engagements and driving strategic tax planning for affluent individuals...

Today

  •   8 - 10 years exp.  •   Legal & Accounting

$100K - $120K *

The Assurance Manager at EY Private will focus on providing personalized audit services to business owners and entrepreneurs, addressing unique challenges faced by private companies. This role involve...

Montreal, QCIn-Person

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Business Services

$92K - $138K *

Build your career in tax management, leading innovative compliance teams and delivering exceptional service to diverse clients while mentoring junior staff and staying updated on industry standards...

Toronto, ONIn-Person

Reposted 3 days ago

  •   5 - 7 years exp.  •   Business Services

$89K - $134K *

Empower multinational organizations by leading complex cross-border tax compliance and advisory engagements. Collaborate with clients and senior leadership to deliver innovative tax solutions while me...

Montreal, QCIn-Person

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$120K - $175K *

Join a team that’s dedicated to elevating client experiences through expert tax and business consulting. Collaborate with a talented group to support small- and mid-sized businesses while expanding yo...

Reposted 3 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$98K - $164K *

Champion complex employment tax solutions, advising clients on compliance and risk management while leading consulting engagements and expanding a specialized practice within a dynamic advisory firm...

Today

  •   Less than 5 years exp.  •   Legal & Accounting

$95K - $115K *

Unlock potential by providing tax compliance and advisory services for diverse client types. Lead teams, nurture client relationships, and deliver high-quality solutions, while actively contributing t...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Lead client engagements and mentor junior staff while driving business growth. Collaborate with a diverse team to enhance client relationships and deliver impactful solutions across various industries...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$85K - $95K *

Shape the future of tax services by managing complex returns, fostering client relationships, and mentoring staff. Drive innovative solutions while enhancing your expertise across diverse tax areas in...

3 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Elevate your career by managing the financial operations of a major SEC-listed REIT. Build client relationships, oversee accounting, and ensure accurate financial reporting while thriving in a dynamic...

6 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Lead the charge in building a major SEC-listed non-traded REIT while managing client relationships and ensuring exceptional financial reporting and operational excellence in a dynamic environment...

6 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Lead the development of a major SEC-listed non-traded REIT, managing client relationships and financial reporting. Oversee daily operations, prepare financial statements, and support audits to ensure...

6 days ago

  •   5 - 7 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.