Tax Manager, Wealth Management
Work with a Top 20 CPA and advisory firm that accounts for anything. Aprio has 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages globally. By combining proven expertise, deep industry understanding, and strategic foresight, Aprio ensures clients are prepared for wherever life or business may take them.
About the role
We are seeking a technically strong and client-focused Tax Manager specializing in Individual Tax. This role is ideal for someone who thrives in a consultative environment, combining 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.
Qualifications
- 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 starting on the first day of employment.
- Flexible Spending Account and Dependent Care Account.
- 401k with Profit Sharing.
- 9+ holidays and a discretionary time-off structure.
- Parental Leave for both primary and secondary caregivers.
- Tuition Assistance Program and CPA support program with a 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 what’s next.
- Culture: Thirty-one fundamental behaviors guide daily interactions, ensuring an exceptional team-member and client experience (the Aprio Way).
- Team: Work with a high-energy, passionate, and ambitious team in a collaborative culture.
- Entrepreneurship: Freedom to innovate and bring ideas to help grow the firm nationally.
- Growth opportunities: 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.