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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1
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$70K - $130K *

Shape the future of fund accounting by leveraging your expertise to enhance client success and operational excellence while collaborating across teams to optimize processes in a fast-paced environment...

Reposted 1 week ago

  •   Less than 5 years exp.  •   Enterprise Technology

$80K - $95K *

Lead the charge in managing nonprofit tax engagements, ensuring compliance and delivering high-quality advisory services. Oversee team development, engage with clients, and drive strategic initiatives...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Join a dynamic Tax team as a Senior Manager, driving client relationships and leading complex engagements. Collaborate with diverse professionals, mentor junior staff, and enhance your career through...

6 days ago

  •   8 - 10 years exp.  •   Legal & Accounting

$80K - $95K *

Deliver comprehensive tax compliance and reporting solutions, ensuring accuracy and adherence to regulations across multiple jurisdictions. Collaborate with global teams to enhance expertise and strea...

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$80K - $95K *

Support tax operations with your expertise in indirect tax, ensuring compliance through data analysis and collaboration. Drive improvements in processes while managing state audits and enhancing repor...

3 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$92K - $110K *

Elevate your career by collaborating with a dynamic international tax team, advising clients on compliance and planning, and conducting in-depth research to navigate complex tax regulations and optimi...

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$78K - $165K *

Champion excellence in fund accounting by leading a dedicated team. Oversee comprehensive services for alternative investment clients, ensuring accuracy and efficiency while fostering client relations...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$115K - $165K *

Lead the charge in fund accounting management, overseeing comprehensive services for alternative investment clients. Drive team performance, ensure accuracy in financial reporting, and enhance operati...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$78K - $165K *

Lead and manage a team to deliver comprehensive fund administration services for alternative investment clients, ensuring accuracy in accounting processes and enhancing client relationships while driv...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$80K - $120K *

Transform client engagements by preparing and reviewing tax returns, supporting tax planning, and mentoring junior staff while fostering strong year-round relationships in a dynamic public accounting...

Yesterday

  •   Less than 5 years exp.  •   Staffing

$175K - $210K *

Empower your career by leading global tax strategy and compliance initiatives. Collaborate with executives to manage tax risks, drive financial reporting, and support international expansion while bui...

1 week ago

  •   11 - 15 years exp.  •   Education, Government & Non-Profit

$68K - $102K *

Unlock potential by delivering tax compliance and advisory support to diverse clients, including high-net-worth individuals and trusts. Collaborate with a team to prepare filings and drive innovative...

Toronto, ONIn-Person

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$95K - $192K *

Drive client success by overseeing finance operations and optimizing accounting processes for private equity-backed companies in technology and life sciences. Leverage your expertise to enhance financ...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$64K - $103K *

Champion success by leading comprehensive international tax return reviews, guiding staff through tax regulations, and ensuring timely client service delivery while identifying growth opportunities fo...

Edmonton, ABIn-Person

4 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $110K *

Engage with a dynamic international tax team to drive compliance, research, and advisory services. Collaborate on tax planning, stay updated on regulations, and mentor staff while delivering innovativ...

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$99K - $262K *

Join a team that's at the forefront of tax consulting, guiding clients through complex state and local tax challenges. This role combines supervision, strategic development, and technical expertise to...

4 weeks ago

  •   8 - 10 years exp.  •   Legal & Accounting

$64K - $120K *

Unlock potential by joining a dynamic team focused on delivering exceptional insurance solutions for Transportation clients. As a Senior Client Manager, you'll manage key accounts, drive retention, an...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$64K - $120K *

Lead strategic client relationships in the Transportation sector, delivering exceptional insurance and risk management services. Drive retention and growth while collaborating with sales teams to enha...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$64K - $120K *

Empower client relationships by managing transportation accounts, delivering strategic risk solutions, and driving retention. Collaborate with sales teams to identify growth opportunities while provid...

Today

  •   5 - 7 years exp.  •   Finance & Insurance

$81K - $124K *

Take ownership of client engagements by leading tax planning and compliance for privately owned businesses. Collaborate with partners to develop strategies, mentor junior staff, and ensure high-qualit...

Kingston, ONIn-Person

2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$79K - $118K *

Lead tax planning initiatives by guiding junior staff and collaborating with partners. Conduct comprehensive research, prepare tax returns, and enhance client engagement while fostering professional d...

Windsor, ONIn-Person

Reposted 3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$170K - $230K *

Elevate your career by managing ultra-high net-worth client relationships and leading a support team to deliver comprehensive investment solutions, driving both business development and client satisfa...

3 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$125K - $145K *

Join a dynamic finance team as you ensure tax compliance, improve processes, and support strategic initiatives. Collaborate with stakeholders to optimize tax strategies, offering your expertise in fed...

3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$92K - $138K *

Drive business transformation initiatives by collaborating with tax and tech teams to enhance service delivery, streamline processes, and implement innovative solutions that elevate efficiency and cli...

Vancouver, BCIn-Person

2 weeks ago

  •   5 - 7 years exp.  •   Business Services

$135K - $175K *

Join a team that's dedicated to building strong client relationships and providing insightful investment advice, while managing key advisory functions and supporting high-level executives in a fast-pa...

1 month ago

  •   Less than 5 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.