Senior Tax Manager, Private Client

Aprio; Nashville, Northern (TN, KY); Hybrid; USD 140.000 - 190.000; Vollzeit

Zusammenfassung

Aprio is seeking a Senior Tax Manager to lead the Private Client Tax team, delivering complex federal, state, and local tax planning and compliance for corporations, partnerships, S corporations, individuals, and trusts. You will mentor staff and partner with firm leadership to drive growth and client service excellence.

You will oversee tax processes, manage budgets and timelines, and stay current on tax law changes to guide strategy and risk mitigation for a diverse client base.

Qualifikationen

• Bachelor's degree in Accounting, Finance, Taxation, or related field.
• CPA license required; JD, LLM in Taxation, or Enrolled Agent may be considered depending on role scope.
• 7+ years of progressive tax experience, preferably within a public accounting or professional services environment.

Aufgaben

• Lead complex federal, state, and local tax compliance engagements for corporations, partnerships, S corporations, individuals, trusts, and other entities.
• Review complex tax returns, workpapers, estimates, extensions, and related filings for technical accuracy and timeliness.
• Research and interpret complex tax laws, prepare memoranda, and communicate findings to clients and internal stakeholders.
• Provide proactive tax planning and advisory services to help clients manage obligations and mitigate risk.
• Serve as primary client contact for assigned engagements, building relationships and delivering high-quality service.
• Manage engagement budgets, timelines, staffing, billing, realization, and profitability.
• Supervise, train, mentor, and review tax associates, seniors, and managers; provide coaching and feedback.
• Collaborate with partners on client strategy, technical matters, and practice growth initiatives.
• Support tax notices, examinations, and controversy matters; communicate with taxing authorities as needed.
• Maintain current knowledge of tax law changes and industry trends; share impacts with clients and team.

Kenntnisse

Tax leadership

Client relationships

Communication

Project management

Mentoring

Tax compliance

Ausbildung

Bachelor's degree

CPA license

Jobbeschreibung

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Job Summary

Aprio is seeking aSenior Tax Manager to join our Private Client Tax teamto lead complex tax compliance and advisory engagements serving corporations, partnerships, S corporations, individuals, trusts, and other entities. In this role, you will deliver proactive tax planning and high-quality client service that helps clients navigate their tax obligations, identify planning opportunities, and mitigate risk. You will lead and develop a team of tax professionals while partnering closely with firm leadership to drive strategic growth across the private client practice.

What You'll Gain/ Impact

• Opportunity to lead high-complexity, multi-entity engagements across a diverse private client portfolio
• Exposure to sophisticated federal and state tax planning and advisory work for high-net-worth individuals, families, and business entities
• Platform to mentor and develop emerging tax professionals at multiple career levels
• Collaboration with firm partners and leadership on client strategy and practice growth initiatives
• Career advancement within a nationally recognized, high-growth public accounting firm

Key Responsibilities

• Lead and manage complex federal, state, and local tax compliance engagements for corporations, partnerships, S corporations, individuals, trusts, and other entities
• Review complex tax returns, workpapers, estimates, extensions, and related filings to ensure technical accuracy, quality, and timely completion
• Research and interpret complex tax laws, regulations, rulings, and guidance; prepare technical memoranda and communicate findings to clients and internal stakeholders
• Provide proactive tax planning and advisory services to help clients manage tax obligations, identify opportunities, and mitigate risk
• Serve as a primary client contact for assigned engagements, building strong relationships and delivering responsive, high-quality service
• Manage engagement budgets, timelines, staffing, billing, realization, and overall profitability
• Supervise, train, mentor, and review the work of tax associates, seniors, and managers; provide timely coaching and performance feedback
• Collaborate with partners and leadership on client strategy, technical matters, service opportunities, and practice growth initiatives
• Support tax notice responses, examinations, and controversy matters, including communication with taxing authorities as needed
• Maintain current knowledge of tax law changes and industry trends, and communicate relevant impacts to clients and team members

Candidate Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field
• CPA license required; JD, LLM in Taxation, or Enrolled Agent credential may be considered depending on role scope
• 7+ years of progressive tax experience, preferably within a public accounting or professional services environment

Leadership Skills

• Experience supervising, coaching, and developing tax professionals at multiple career levels
• Proven ability to manage client relationships as a primary engagement contact, delivering responsive and high-quality service
• Excellent written and verbal communication skills, with the ability to translate complex tax concepts clearly for clients and team members

Technical Skills

• Demonstrated experience reviewing complex tax returns and managing multiple client engagements
• Strong technical knowledge of federal and state tax compliance, tax planning, and applicable tax regulations
• Strong project management, organizational, analytical, and problem-solving skills
• Ability to manage competing deadlines while maintaining attention to detail and high-quality standards

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

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.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.