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 Principal - Financial Services Group (FSG)
$130K - $400K *
Accelerate progress at a leading financial services firm by driving tax advisory and consulting services, mentoring a skilled team, and expanding client relationships to enhance business growth and se...
2 weeks ago
Tax Principal - Financial Services Group (FSG)
$130K - $400K *
Elevate the financial services tax practice by leading a team of experts, managing client engagements, and driving business development while ensuring compliance with evolving tax laws and delivering...
2 weeks ago
Tax Principal - Financial Services Group (FSG)
$130K - $400K *
Drive growth by leading a team of tax professionals in delivering exceptional advisory services to financial services clients, while mentoring staff and expanding business opportunities in a dynamic e...
2 weeks ago
Tax Principal - Financial Services Group (FSG)
$140K - $300K *
Champion the growth of our tax practice by leading a team of experts, managing client engagements, and driving business development in the financial services sector. Your leadership will shape client...
2 weeks ago
Tax Principal - Financial Services Group (FSG)
$130K - $400K *
Lead the charge in delivering top-tier tax advisory services for financial institutions, mentoring a skilled team while driving business growth and ensuring compliance with evolving tax laws to meet c...
2 weeks ago
$110K - $130K *
Elevate your career by managing complex tax compliance and planning. Lead a team, build client relationships, and tackle intricate tax issues while mentoring staff and driving practice development in...
Today
$95K - $115K *
Elevate your career by leading tax compliance and planning engagements, ensuring high-quality client service while mentoring staff and driving practice development in a dynamic environment...
Today
Tax Director - Flow Through (PE portfolio companies)
$173K - $362K *
Lead impactful tax advisory services for midmarket clients, mentoring staff while driving business growth. Collaborate with firm leadership to enhance client relationships and deliver tailored solutio...
1 week ago
Tax Director - Flow Through (PE portfolio companies)
$173K - $362K *
Unlock your potential as a Tax Director, driving growth and delivering tailored tax advisory services to midmarket clients. Collaborate with leadership, mentor staff, and shape the future of a leading...
1 week ago
Tax Director - Flow Through (PE portfolio companies)
$173K - $362K *
Elevate your career as a Tax Director, driving growth and delivering expert tax advisory services to midmarket clients. Collaborate with leadership, mentor staff, and shape the future of a leading CPA...
1 week ago
Tax Director - Flow Through (PE portfolio companies)
$173K - $362K *
Champion growth by delivering tax advisory services to midmarket clients. Lead client relationships, mentor staff, and drive business development while ensuring compliance and profitability in a dynam...
1 week ago
Tax Director - Flow Through (PE portfolio companies)
$173K - $362K *
Shape the future as a Tax Director, delivering strategic tax advisory services to midmarket clients. Collaborate with leadership, mentor staff, and drive business growth while enjoying a flexible work...
1 week ago
Tax Director - Flow Through (PE portfolio companies)
$173K - $362K *
Drive impactful tax advisory services for midmarket clients, mentoring staff while collaborating with leadership. Shape client relationships and contribute to firm growth in a dynamic environment focu...
1 week ago
Tax Director - Flow Through (PE portfolio companies)
$173K - $362K *
Join a team that's shaping the future of tax advisory services. As a Tax Director, you'll lead client relationships, mentor staff, and drive growth in a dynamic environment, delivering tailored soluti...
1 week ago
$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
Tax Director - Flow Through (PE portfolio companies)
$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
Tax Senior Associate – Family Office
$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
Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation
$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
Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation
$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
Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation
$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
Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation
$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
Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation
$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
Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation
$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
Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation
$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
Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation
$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
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.