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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$75K - $95K *

Drive integrated marketing strategies for Audit and Tax services, enhancing brand awareness and client engagement. Collaborate with leadership to execute data-driven initiatives that foster growth and...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $95K *

Drive integrated marketing strategies for growth in Audit and Tax services, enhancing brand visibility and client engagement through data-driven campaigns, thought leadership, and collaboration with l...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $95K *

Transform integrated marketing initiatives to elevate growth in Audit and Tax services. Collaborate with leaders to create data-driven strategies, thought leadership, and impactful campaigns that enha...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$200K - $250K *

Optimize client relationships by leading teams to deliver precise financial, accounting, and advisory services. Drive operational excellence through mentorship, compliance oversight, and strategic gui...

Today

  •   11 - 15 years exp.  •   Finance & Insurance

$200K - $250K *

Unlock potential by leading client relationships and overseeing teams to deliver precise financial and advisory services. Drive operational excellence while mentoring staff and ensuring compliance in...

Today

  •   11 - 15 years exp.  •   Finance & Insurance

$80K - $130K *

Join our Assurance & Accounting team as a Manager, leading client engagements and delivering tailored financial insights. Drive growth, mentor talent, and ensure quality in audits and compliance while...

Toronto, ONIn-Person

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$110K - $130K *

Pioneer innovative tax strategies for high-net-worth individuals and families. As a Senior Tax Manager, leverage your expertise to provide tailored advice in domestic and cross-border tax planning, en...

Calgary, ABIn-Person

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Business Services

$144K - $184K *

Lead the charge in delivering timely and accurate tax preparation, supporting clients with complex tax situations through expert advice and supervision. Manage a team while engaging in strategic plann...

4 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$120K - $140K *

Lead the charge in efficient tax return preparation, ensuring accuracy and timeliness while managing complex situations and staff development for optimal client service and compliance...

4 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$144K - $184K *

Develop expertise in tax management, ensuring timely, accurate returns while supervising a talented team. Engage with clients to navigate complexities and lead tax planning initiatives for sustained p...

4 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$90K - $110K *

Transform client engagements by managing assurance and tax projects, mentoring staff, and delivering insights that enhance efficiency and performance. Collaborate with clients to navigate complex issu...

Montreal, QCIn-Person

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$105K - $130K *

Optimize tax compliance and advisory services while mentoring a team of professionals. Manage complex engagements, ensure regulatory compliance, and develop strategies to minimize client tax liabiliti...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$121K - $167K *

Lead the design and execution of comprehensive tax strategies while mentoring staff and managing client relationships. Engage in business development and ensure compliance with professional standards...

6 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Empower the future of financial advisory by leading client engagements, mentoring staff, and driving practice growth. Leverage your expertise in accounting standards and complex transactions to delive...

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$120K - $145K *

Join a team that's dedicated to providing expert financial advisory services, managing client engagements, and mentoring staff. Leverage your extensive experience to drive success and growth within a...

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Lead a dynamic team in providing expert financial accounting advisory services, managing client engagements, and mentoring staff. Drive business development and enhance practice performance while navi...

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$170K - $200K *

Elevate tax administration services for exchange-traded funds by leading a dynamic team, resolving complex tax matters, and enhancing processes to support a growing fund platform while ensuring compli...

United StatesRemote

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$107K - $226K *

Unlock potential by guiding clients through complex tax compliance and payroll solutions globally. This role involves facilitating international assignments, coordinating with global providers, and im...

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$250K - $394K *

Lead the charge in client engagement by developing actionable strategies, managing client relations, and driving revenue growth. Foster a collaborative culture while ensuring the delivery of high-qual...

Reposted 2 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$150K - $180K *

Join a dynamic team to enhance global income tax compliance and strategy. Leverage your expertise in international tax, compliance, and transfer pricing to support growth initiatives and optimize tax...

2 days ago

  •   5 - 7 years exp.  •   Hospitality & Recreation

$95K - $120K *

Transform client financial outcomes by leading tax engagements, conducting research, and fostering relationships. Collaborate with teams to ensure compliance and deliver high-quality service while men...

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$105K - $136K *

Optimize client tax strategies by managing diverse tax engagements and leading teams to deliver compliant and high-quality financial services while fostering strong client relationships and mentoring...

3 weeks ago

  •   Less than 5 years exp.  •   Business Services

$95K - $115K *

Unlock potential by leading a dynamic Client Service Consultant team while managing client accounts. Drive operational excellence, enhance workflows, and collaborate with custodians and internal teams...

3 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$150K - $180K *

Unlock potential by leading technical accounting and financial reporting engagements. Drive client success through expert guidance, team development, and scalable solutions while managing multiple pri...

2 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$120K - $145K *

Lead a dynamic team of software engineers to enhance data import systems, ensuring efficient document processing and integration. Drive technical direction, improve engineering practices, and foster a...

United StatesRemote

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

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.