Tax Manager, Private Client

Work with a Top 20 CPA and advisory firm that serves fast-growing industries. Aprio has 40 U.S. office locations, international presence, and over 3,200 team members speaking 60+ languages globally.

About the role

Join Aprio's Tax team as a Tax Manager focused on Individual Tax. This role is ideal for a consultative professional who combines deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal candidate will be passionate about tax planning, financial consulting, and building long-term client relationships.

Responsibilities

• Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S), ensuring accuracy, completeness, and compliance with federal and state tax laws.
• Supervise and mentor staff preparing returns, providing technical guidance and quality control.
• Lead tax planning engagements for individuals and small business owners.
• Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization.
• Collaborate with internal teams and external advisors to deliver holistic solutions.
• Manage multiple client relationships and engagements simultaneously, monitoring deadlines, budgets, and deliverables.
• Participate in business development efforts and identify opportunities to expand services with existing clients.
• Serve as a role model and coach for junior staff, contributing to internal training and development initiatives.
• Support the evolution of the 1040 Transformation Project and related strategic initiatives.

Requirements

• CPA preferred; EA considered.
• CFP certification or willingness to obtain CFP preferred.
• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 5 years of experience in individual tax, trusts, and small business returns.
• Proven track record in client consulting and tax planning.
• Strong communication skills and ability to build trust with clients.
• Proficiency in tax software and technology platforms.

Pay

$98,500 - $164,000 a year.

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment.
• Flexible Spending Account and Dependent Care Account.
• 401k with Profit Sharing.
• 9+ holidays and discretionary time off structure.
• Parental Leave – coverage for both primary and secondary caregivers.
• Tuition Assistance Program and CPA support program with cash incentive upon completion.
• Discretionary incentive compensation based on firm, group, and individual performance.
• Incentive compensation related to origination of new client sales.
• Top-rated wellness program.
• Flexible working environment including remote and hybrid options.

Why work here

• Industry leadership: Be part of a high-growth firm passionate about innovation.
• Culture: Thirty-one fundamental behaviors guide daily interactions, fostering lasting relationships among team members and clients (the Aprio Way).
• Team: Work with a high-energy, passionate, and collaborative group of professionals.
• Entrepreneurship: Freedom to innovate and contribute ideas to help grow the firm nationally.
• Growth: Professional development in an environment that fosters continuous learning and advancement.
• Compensation: Competitive pay, industry-leading benefits, and a flexible work environment for work/life balance.