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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$150K - $200K *

Drive ERP implementations and client relationships while leading a team of professionals. Oversee project management, compliance, and policy development to enhance client initiatives in a dynamic cons...

Yesterday

  •   8 - 10 years exp.  •   Legal & Accounting

$150K - $200K *

Transform client relationships by leading ERP implementations and managing technology integrations. Oversee project phases, ensuring compliance and developing policies while mentoring staff to achieve...

Yesterday

  •   8 - 10 years exp.  •   Legal & Accounting

$150K - $180K *

Shape the future of global tax compliance by leading strategic initiatives in tax structuring and efficient compliance efforts across all jurisdictions. Foster team development and maintain solid thir...

3 weeks ago

  •   8 - 10 years exp.  •   Energy & Utilities

$202K - $437K *

Lead the design and adoption of innovative digital products, driving successful market solutions through collaboration and agile project management to enhance user experiences and achieve strategic bu...

Reposted 6 days ago

  •   8 - 10 years exp.  •   Business Services

$120K - $145K *

Advance your career by leading impactful GRC engagements in financial services. Drive internal audits, mentor teams, and build client relationships while applying your expertise in SOX and internal co...

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Join a team that's optimizing domestic tax strategies while ensuring compliance with federal, state, and local laws. Lead a skilled group in managing tax provisions and initiatives that enhance the co...

2 weeks ago

  •   Less than 5 years exp.  •   Retail & Consumer Goods

$120K - $130K *

Optimize U.S. tax compliance and reporting while driving strategic planning. Collaborate with finance teams to develop efficient solutions in a dynamic, high-growth environment. Ideal for detail-orien...

Toronto, ONIn-Person

Today

  •   5 - 7 years exp.  •   Enterprise Technology

$110K - $130K *

Champion client success by managing investment portfolios, ensuring alignment with objectives and risk tolerance. Drive performance analysis and risk management while delivering exceptional client ser...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$115K - $135K *

Provide expert tax preparation and advisory services for high-net-worth clients, managing complex portfolios while collaborating with financial advisors to optimize tax strategies and enhance client r...

Yesterday

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $118K *

Unlock your potential as you shape a transformative platform for tax professionals, collaborating with CPAs and engineers to enhance industry standards and drive innovation in tax practices across the...

4 days ago

  •   5 - 7 years exp.  •   Enterprise Technology

$80K - $95K *

Join a team that's dedicated to providing expert tax services for expatriates, managing compliance and correspondence while leading associates in a dynamic environment focused on international mobilit...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$97K - $168K *

Champion advanced trust tax operations, ensuring compliance and leading a team to deliver timely client solutions while leveraging technology for efficiency and accuracy in complex tax tasks...

1 week ago

  •   5 - 7 years exp.  •   Business Services

$97K - $168K *

Transform trust tax operations by overseeing compliance, managing teams, and ensuring timely deliverables. Engage with stakeholders and leverage technology to enhance project efficiency while maintain...

1 week ago

  •   5 - 7 years exp.  •   Business Services

$97K - $168K *

Advance your career by overseeing advanced trust tax operations, ensuring compliance, managing team development, and leveraging technology for efficient project execution while maintaining accountabil...

1 week ago

  •   5 - 7 years exp.  •   Business Services

$124K - $236K *

Shape the future of financial advisory by leading projects, developing talent, and enhancing client relationships. Collaborate with a high-performing team to deliver exceptional service across diverse...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$124K - $236K *

Join a team that's dedicated to enhancing financial reporting processes, driving value for CFOs and finance leaders across diverse industries. Collaborate with seasoned professionals to deliver impact...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$124K - $236K *

Elevate your career by leading financial advisory projects, enhancing client relationships, and mentoring a dynamic team. Drive impactful solutions for diverse industries while collaborating with seni...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$124K - $236K *

Unlock potential by leading financial advisory projects, enhancing client relationships, and developing team talent. Drive impactful solutions for diverse industries while collaborating with senior ex...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$124K - $236K *

Empower finance leaders by enhancing financial reporting processes and driving performance improvements. Collaborate with a high-performing team to deliver exceptional advisory services across diverse...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$124K - $236K *

Drive impactful financial solutions by leading a dynamic team in our CFO Accounting Advisory practice. Collaborate with diverse clients to enhance financial reporting and operational efficiency, ensur...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$124K - $236K *

Transform your career by leading financial advisory projects, enhancing client relationships, and mentoring a high-performing team. Drive impactful solutions for diverse industries while leveraging yo...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$124K - $236K *

Contribute to enhancing financial reporting processes for diverse clients, driving performance improvements through technical analysis and hands-on support. Collaborate with a high-performing team to...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$124K - $236K *

Accelerate progress at our Financial Accounting Advisory team by leading projects, developing staff, and enhancing client relationships. Engage with diverse industries to deliver exceptional financial...

2 weeks ago

  •   5 - 7 years exp.  •   Legal & Accounting

$150K - $250K *

Join a team that's dedicated to delivering high-quality valuation analyses and reports. Lead projects across diverse industries, mentor staff, and enhance client relationships while driving business d...

4 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$80K - $115K *

Lead the charge in delivering expert tax solutions for commercial real estate clients. Oversee complex tax return preparation, manage junior staff, and ensure compliance with evolving tax laws while f...

1 week ago

  •   Less than 5 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.