Join Aprio's
Tax team and you will help clients maximize their opportunities. We are seeking a technically strong and client-focused
Tax Manager focused on 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:Tax Review & Compliance:- Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).
- Ensure accuracy, completeness, and compliance with federal and state tax laws.
- Supervise and mentor staff preparing returns, providing technical guidance and quality control.
Client Planning & Consulting:- 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.
Engagement Management:- Manage multiple client relationships and engagements simultaneously.
- Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.
- Participate in business development efforts and identify opportunities to expand services with existing clients.
Leadership & Development- Serve as a role model and coach for junior staff.
- Contribute 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.
$121,000 - $148,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
The application window is anticipated to close on
August 1, 2026, and may be extended as needed.
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.
