Private Client Tax Manager — Lead Growth & Planning

pofft Technology Inc.; Scotch Plains (NJ); On-site; USD 120,000 - 190,000; Full time

Job summary

Aprio is seeking a Private Client Tax Manager in Scotch Plains, NJ 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 adviser in a dynamic regulatory environment.

You will drive business development, mentor staff, and play a key role in the growth of Aprio's private client practice while collaborating with

Qualifications

• 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.
• Strong communication skills with demonstrated ability to build and maintain trust with clients.
• Preferred: CPA license or EA designation.
• Preferred: Master's degree in Taxation or related field.

Responsibilities

• Review complex individual tax returns (Form 1040), trust returns (Form 1041), and business returns (Forms 1065, 1120S), ensuring accuracy and compliance with federal and state tax laws.
• 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.

Skills

Leadership

Relationship building

Communication

Mentoring

Business development

Team management

Education

Bachelor's degree in Accounting/Finance

Master's degree in Taxation

CPA/EA designation

Tools

CCH Axcess

GoSystem Tax RS

Job description

Aprio is seeking a Private Client Tax Manager in Scotch Plains, NJ 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 adviser in a dynamic regulatory environment.

You will drive business development, mentor staff, and play a key role in the growth of Aprio's private client practice while collaborating with