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Tax Private Client Services Jobs (NOW HIRING)

Recutify Inc.

Private Client Tax Manager

Chicago, IL · On-site

$130K - $200K/yr

About the Organization Our client is a respected professional services and tax advisory ... Position Overview We are seeking an experienced Private Client Tax Manager / Senior Manager to lead ...

Keiter

Tax Manager - Private Client Services

Glen Allen, VA · On-site

$108K - $141K/yr

Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements. * Manage tax engagements for ...

BDO

Tax Manager, Private Client Services

Stamford, CT · On-site

The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive ...

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Tax Private Client Services information

What are the key skills and qualifications needed to thrive as a Tax Private Client Services professional, and why are they important?

To excel in Tax Private Client Services, you need expertise in tax law, financial planning, and compliance, typically backed by a degree in accounting or law and relevant certifications such as CPA or JD. Familiarity with tax preparation software, wealth management platforms, and research databases is essential for accuracy and efficiency. Strong interpersonal skills, discretion, and problem-solving abilities help build client trust and deliver tailored solutions. These competencies ensure effective management of complex tax matters and high-net-worth clients' financial interests.

What is Tax Private Client Services?

Tax Private Client Services are specialized advisory and compliance services offered to high-net-worth individuals, families, and their businesses to help manage and optimize their tax affairs. These services focus on personal income tax planning, estate and gift tax strategies, succession planning, and often involve international tax considerations. Professionals in this field work closely with clients to ensure they are compliant with tax regulations while minimizing their tax liabilities and preserving wealth across generations.

What is the difference between Tax Private Client Services vs Tax Accountant?

AspectTax Private Client ServicesTax Accountant
CredentialsCPA or Enrolled Agent often preferredCPA, EA, or similar certifications
Work EnvironmentHigh-net-worth individual advisory, personalized servicesCorporate, firm, or individual tax preparation
Employer & IndustryFinancial advisory firms, private clientsAccounting firms, corporations, small businesses

Tax Private Client Services focus on providing personalized tax planning and compliance for high-net-worth individuals, often requiring specialized client management skills. Tax Accountants handle broader tax preparation and compliance for various clients, including individuals and businesses. While both roles require similar credentials, their client focus and work environments differ significantly.

How does a Tax Private Client Services professional typically collaborate with other departments within a firm?

Professionals in Tax Private Client Services regularly work alongside colleagues from areas such as wealth management, legal, and audit to provide comprehensive solutions for high-net-worth individuals and family offices. This collaboration ensures clients receive advice that is both tax-efficient and aligned with their broader financial goals. Cross-departmental teamwork often involves joint client meetings, sharing insights on regulatory changes, and coordinating on complex transactions like estate planning or business succession. Effective communication and strong relationship-building skills are vital for success in this collaborative environment.
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Tax Private Client Services jobs near you
Infographic showing various Tax Private Client Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Tax Partner, Private Client Services

Aprio

San Francisco, CA • On-site

Full-time

Re-posted 25 days ago

Job description

About Aprio 

At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals seek more than just a position - they seek a growth platform where contributions are valued and rewarded. 

If you're looking for a collaborative, entrepreneurial firm that provides boundless opportunities to take your practice to the next level, we invite you to... Grow with Aprio. 

Position Overview 
The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction. Partners act as stewards of the Aprio brand, delivering excellence in client service while driving revenue growth, operational effectiveness, and cross firm collaboration. 
Responsibilities
Client Leadership & Service Delivery 

  • Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance. 

  • Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction. 

  • Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations. 

  • Drive exceptional client experiences aligned with Aprio's service standards. 

Business Development & Growth 

  • Develop and execute growth plans that expand Aprio's market presence in designated practice areas or industry niches. 

  • Build and maintain strong referral networks, strategic partnerships, and market relationships. 

  • Identify new opportunities for service expansion, innovative offerings, and cross firm synergies. 

  • Represent Aprio internally and externally as a leader committed to firm culture and values. 

Talent Development & Team Leadership 

  • Recruit, mentor, and develop top talent within the practice area. 

  • Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth. 

  • Provide performance oversight, career coaching, and succession planning support. 

  • Foster a diverse, inclusive, high trust environment that enables teams to excel. 

Qualifications
Required

  • 12+ years of experience and demonstrated track record of leadership within a professional services firm.

  • Strong technical expertise in the relevant discipline (Tax, Private Client Services).

  • Proven success driving revenue growth, client expansion, and practice development.

  • Reputation for exceptional client service, strategic thinking, and collaborative leadership.

  • Demonstrated ability to mentor, inspire, and build high performing teams.

  • High ethical standards. 

Preferred

  • Experience operating in high growth, multilocation, or national firm environments.

  • Prior partner or executive leadership experience.

EQUAL OPPORTUNITY EMPLOYER 

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. 

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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