Private Client Tax Manager — Lead a High-Impact Practice (Hybrid)

Aprio; United States; Híbrido; USD 99.000 - 164.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401k with Profit Sharing

Parental Leave

Tuition Assistance

CPA support program

Discretionary incentive compensation

Wellness program

Remote/Hybrid work

Descripción de la vacante

Aprio is seeking a Private Client Tax Manager to lead a dedicated team delivering compliance, consulting, and planning for individuals, trusts, and closely held businesses. You will develop forward-thinking tax strategies, manage complex client relationships, and serve as a trusted advisor in a dynamic regulatory environment.

You will drive business development, mentor team members, and play a meaningful role in growing Aprio's private client practice across our nationwide platform and client

Formación

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum 5 years of experience in individual tax, trusts, and small business returns in public accounting.
• CPA or EA designation preferred; Master's in Taxation preferred.

Responsabilidades

• Review complex individual tax returns (Form 1040), trust returns (Form 1041), and business returns (Forms 1065, 1120S) for accuracy.
• Lead tax planning engagements for individuals and small business owners, advising on strategies including asset protection, succession planning, and retirement optimization.
• Manage multiple client relationships and engagements simultaneously, monitoring deadlines, budgets, and deliverables to ensure timely, high-quality service.
• Supervise and mentor staff preparing returns, providing technical guidance, quality review, and meaningful developmental feedback.
• Collaborate with internal teams and external advisors to deliver integrated, holistic client solutions.
• Identify and pursue business development opportunities, including expanding services with existing clients and participating in networking and prospecting activities.
• Contribute to internal training and professional development initiatives to strengthen team capability.

Conocimientos

Communication skills

Leadership

Client relationship management

Mentoring

Tax planning

Educación

Bachelor's degree in Accounting, Finance, or related field

Master's degree in Taxation or related field

CPA license or EA designation

Herramientas

CCH Axcess

GoSystem Tax RS

Descripción del empleo

Aprio is seeking a Private Client Tax Manager to lead a dedicated team delivering compliance, consulting, and planning for individuals, trusts, and closely held businesses. You will develop forward-thinking tax strategies, manage complex client relationships, and serve as a trusted advisor in a dynamic regulatory environment.

You will drive business development, mentor team members, and play a meaningful role in growing Aprio's private client practice across our nationwide platform and client