Private Client Tax Manager — Remote & Growth Path

Aprio; Scotch Plains (NJ); Ibrido; USD 99.000 - 164.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Dental, and Vision Insurance

401k with Profit Sharing

Tuition Assistance Program and CPA 지원

Discretionary incentive compensation

Descrizione del lavoro

Aprio is seeking a Private Client Tax Manager to lead a dedicated team of tax professionals delivering compliance, consulting, and planning services for individuals, trusts, and closely held businesses. In this role, you will develop and implement 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 and develop team members, and play a meaningful role in the continued

Competenze

• 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.
• Preferred: CPA license or EA designation.
• Preferred: Master's degree in Taxation or related field.

Mansioni

• 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.

Conoscenze

Tax knowledge

Client management

Team leadership

Communication

Formazione

Bachelor's in Accounting/Finance

CPA preferred

Master's in Taxation

Strumenti

CCH Axcess

GoSystem Tax RS

Descrizione del lavoro

Aprio is seeking a Private Client Tax Manager to lead a dedicated team of tax professionals delivering compliance, consulting, and planning services for individuals, trusts, and closely held businesses. In this role, you will develop and implement 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 and develop team members, and play a meaningful role in the continued