Tax Manager, Private Client

Job Summary
Aprio is seeking a Tax Manager to join our Private Client Tax practice and lead a team of skilled tax professionals delivering comprehensive tax compliance and advisory services to high-net-worth individuals and their business interests. In this role, you will serve as a trusted advisor to clients navigating complex tax matters-spanning planning, compliance, and strategic consulting across a range of entity types. You will develop forward-thinking tax strategies that align with clients' financial goals while fostering the growth of a high-performing team. This is a meaningful opportunity to drive both client outcomes and team excellence within a collaborative, high-growth firm.

What You'll Gain/ Impact

• Opportunity to lead and shape a high-performing Private Client Tax team with direct influence over team culture and development
• Meaningful impact on clients' financial strategies through complex tax planning and consulting engagements
• Exposure to a diverse portfolio of clients, including high-net-worth individuals and closely held businesses across multiple entity types
• A platform for continued career growth within a nationally recognized, fast-growing professional services firm
• The ability to invest in the next generation of tax professionals through mentorship and coaching

Key Responsibilities

• Lead and develop a team of tax professionals by establishing clear expectations, delegating responsibilities, and overseeing the quality and timeliness of all work product
• Develop and implement proactive, client-focused tax strategies while staying current on evolving federal and state tax laws and regulations
• Provide consulting services on complex tax matters, including mergers and acquisitions, tax planning, and corporate restructuring
• Conduct in-depth tax research to identify planning opportunities and strengthen client advisory services
• Review and prepare tax returns across multiple entity types-including S-Corporations, Partnerships, Individuals, and
• Corporations-ensuring accuracy and full compliance with applicable laws and regulations
• Serve as a primary client contact, managing relationships and communicating effectively with clients, stakeholders, and regulatory authorities
• Train, mentor, and actively support the professional development of team members

Candidate Qualifications

• Bachelor's degree in Accounting
• 6+ years of federal tax consulting and/or compliance experience in a public accounting environment
• Experience preparing and reviewing S-Corp, Partnership, Individual, and Corporate tax returns
• Demonstrated experience leading or managing a team
• Strong verbal and written communication skills
• Proficiency in tax software and technology
• Master's degree in Taxation preferred
• CPA preferred

Leadership Skills

• Building Relationships
• Adaptability
• Client Focus
• Driving Execution
• Continuous Improvement
• Communication
• Change Leadership
• Coaching and Developing Others
• Leading Teams

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- 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

What's in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.