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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

Chicago, IL · 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 ...

BDO

Tax Manager, Private Client Services

Houston, TX · 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 ...

BDO

Tax Manager, Private Client Services

Atlanta, GA · 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 ...

BDO

Tax Manager, Private Client Services

Manhattan, NY · 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, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Tax Manager - Private Client Services

Keiter

Glen Allen, VA

$108K - $141K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

What You’ll Do

  • 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 high-net-worth individuals, families, trusts, estates, and related entities.
  • Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
  • Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
  • Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
  • Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
  • Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
  • Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
  • Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
  • Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
  • Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.

What We Offer

  • A large variety of client industries, allowing for diverse daytoday tax projects
  • Opportunities to build close, trusted relationships with clients
  • An open environment that encourages new ideas and innovative methodologies
  • Ongoing professional development and continuing education programs
  • Access to multiple niche service and industry teams aligned with your interests
  • A supportive, collaborative team environment
  • A flexible work environment designed to support your professional and personal goals
  • Opportunities for community involvement and impact

What You Bring

  • Strong technical and analytical skills in private client tax services.
  • Ability to manage deadlines and meet time constraints in a fastpaced environment
  • A relationshipfocused mindset with a passion for helping clients achieve their goals
  • Desire to coach and develop tax associates through knowledge sharing
  • Professional, inclusive demeanor that contributes to a positive team culture
  • Willingness to support business development efforts
  • 5+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services.
  • 3+ years of direct private client tax services experience
  • Bachelor’s degree in accounting
  • Active CPA license; CFP is a plus
  • Working knowledge of Microsoft Office and tax preparation software

Pay

  • The anticipated hiring range for this position is $108,600-$141,200 and is dependent on relevant experience, qualifications, and skills.

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401K, HSA, and FSA
  • Eligibility for an annual performance bonus
  • Disability and life assurance
  • Generous Paid Time Off and Paid Care Leave
  • Additional Programs and resources to support you and your family

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