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.

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$80K - $95K *

Lead and inspire a dynamic accounting services team, ensuring high-quality deliverables and client satisfaction. Oversee operations, manage workflows, and enhance client relationships while driving te...

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$173K - $362K *

Join us as a Tax Director to drive growth and deliver tax advisory services to midmarket clients. Collaborate with leadership, mentor staff, and enhance your career in a dynamic environment focused on...

1 week ago

  •   11 - 15 years exp.  •   Legal & Accounting

$67K - $128K *

Elevate client service by leading tax engagements and consulting for ultra-high net worth families. Collaborate with a dedicated team to ensure comprehensive tax planning and compliance, enhancing cli...

Reposted 3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$200K - $225K *

Lead the charge in Finance Transformation, enhancing performance and efficiency for private equity clients. Drive strategic initiatives, optimize processes, and foster strong client relationships whil...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$200K - $225K *

Champion finance transformation by leading complex engagements that enhance performance, efficiency, and effectiveness for clients. Collaborate with CFOs to optimize finance operations and drive susta...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$200K - $225K *

Join a team that's transforming finance organizations by leading complex engagements, enhancing operational efficiency, and driving sustainable improvements for private equity clients. Your expertise...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$200K - $225K *

Drive finance transformation by leading complex engagements that enhance operational efficiency and effectiveness for clients. Collaborate with CFOs to optimize finance functions, implement sustainabl...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$200K - $225K *

Elevate your career by leading Finance Transformation initiatives that enhance operational efficiency and effectiveness for private equity clients. Collaborate with senior stakeholders to drive sustai...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$200K - $225K *

Join a dynamic team to lead Finance Transformation initiatives, enhancing finance performance and operational efficiency for private equity clients. Drive impactful change while developing your skills...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$200K - $225K *

Drive finance transformation by leading complex engagements that enhance operational efficiency and effectiveness for private equity clients. Collaborate with CFOs to optimize finance functions and de...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$200K - $225K *

Lead Finance Transformation initiatives, enhancing performance and efficiency for clients. Collaborate with CFOs to optimize finance operations, implement improvements, and develop actionable strategi...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$200K - $225K *

Drive finance transformation initiatives, enhancing performance and efficiency for clients. Lead teams in assessing and redesigning finance operations, while fostering strong relationships with senior...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$79K - $168K *

Empower your career with a challenging role in Transaction Advisory Services, focusing on M&A tax strategies. Collaborate with diverse teams to enhance client engagements, manage tax risks, and suppor...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$79K - $168K *

Shape the future of tax advisory by leading M&A engagements, advising clients on deal structuring, and managing risks while mentoring a dynamic team to exceed client expectations in a fast-paced envir...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$79K - $168K *

Lead strategic M&A tax engagements, providing expertise in deal structuring, due diligence, and risk analysis for clients seeking tax optimization. Collaborate globally while mentoring staff to delive...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$79K - $168K *

Join a dynamic team that drives M&A Tax strategies, ensuring timely execution of client engagements. Collaborate on deal structuring and due diligence, while mentoring colleagues and managing client e...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$79K - $168K *

Engage in critical M&A tax advisory projects, advising clients on strategy, risk, and compliance to exceed expectations while mentoring teams and managing financial performance in a dynamic environmen...

3 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Oversee risk management for financial advisory services, collaborating with leadership to identify and mitigate operational, regulatory, and professional risks while ensuring compliance and high-quali...

5 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Drive risk management excellence in a dynamic financial advisory practice. Collaborate with leadership to identify and mitigate risks, develop controls, and ensure compliance, all while enhancing clie...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Drive risk management excellence within a dynamic financial advisory practice, collaborating with leadership to identify and mitigate operational, regulatory, and professional risks while ensuring hig...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Unlock potential by leading risk management for our Financial Advisory Services, collaborating with teams to identify and mitigate risks while ensuring compliance and operational efficiency across com...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Shape the future of risk management in our Financial Advisory Services practice. Collaborate with leadership to identify and mitigate risks while developing effective controls and training, ensuring h...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Lead the charge in risk management for a dynamic Financial Advisory Services practice. Collaborate with teams to identify and mitigate risks, develop controls, and ensure compliance, all while enhanci...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Lead risk management initiatives within a dynamic financial advisory practice, collaborating with teams to identify and mitigate operational, regulatory, and professional risks while ensuring complian...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$110K - $130K *

Champion risk management within our Financial Advisory Services practice, collaborating with leadership to identify and mitigate operational, regulatory, and professional risks while ensuring high-qua...

1 week ago

  •   8 - 10 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.