Remote Private Client Tax Manager - Growth & Impact

Bazeta

United States

À distance

USD 99 000 - 164 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

Medical, Dental, and Vision Insurance
401k with Profit Sharing
9+ holidays and discretionary time off
Parental Leave coverage
Tuition Assistance & CPA support
Discretionary incentive compensation
Origination incentives for new clients
Wellness program
Remote and hybrid options

Résumé du poste

Aprio, a Top 20 CPA and advisory firm, seeks 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 contribute to Aprio's private client practice growth, while benefiting from a

Qualifications

  • Bachelor's degree in accounting, finance, or related field.
  • CPA license or EA designation preferred.
  • Strong communication skills with demonstrated client relationship abilities.

Responsabilités

  • Review complex individual tax returns (Form 1040), trust returns (Form 1041), and business returns (Forms 1065, 1120S).
  • Lead tax planning engagements for individuals and small business owners.
  • Manage multiple client relationships, deadlines, budgets, and deliverables.

Connaissances

Client relations
Leadership
Tax planning
Communication

Formation

Bachelor's degree in Accounting, Finance, or related field
CPA license or EA designation
Master's in Taxation or related field

Outils

CCH Axcess
GoSystem Tax RS

Description du poste

Aprio, a Top 20 CPA and advisory firm, seeks 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 contribute to Aprio's private client practice growth, while benefiting from a

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