Tax Manager Private Client

Academic Key; Scotch Plains (NJ); Hybrid; USD 99,000 - 164,000; Full time

Benefits offered by this job

Medical Insurance

401k with Profit Sharing

Parental Leave

Tuition Assistance

Discretionary incentive

Wellness program

Flexible working (remote/hybrid)

Job summary

Aprio is seeking a Private Client Tax Manager to lead a dedicated team delivering compliance, consulting, and planning services for individuals, trusts, and closely held businesses. You will drive strategic tax planning, manage complex client relationships, and mentor staff in a dynamic regulatory environment.

You will play a meaningful role in growth of Aprio's private client practice, develop business opportunities, and collaborate across advisory teams to provide holistic client solutions.

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.
• CPA license or EA designation preferred; Master's in Taxation preferred.

Responsibilities

• Review complex individual tax returns (1040), trust returns (1041), and business returns (1065, 1120S) for accuracy and compliance.
• Lead tax planning engagements, advising on asset protection, succession planning, and retirement optimization.
• Manage multiple client relationships and engagements with deadlines, budgets, and deliverables.
• Supervise and mentor staff, providing technical guidance and feedback.
• Collaborate with internal teams and external advisors to deliver integrated client solutions.
• Identify business development opportunities and expand services with existing clients.

Skills

Strong communication

Leadership

Client relationship management

Mentoring

Education

Bachelor's degree in Accounting/Finance

CPA or EA designation

Master's in Taxation (preferred)

Tools

CCH Axcess

GoSystem Tax RS

Job description

Scotch Plains, NJ exec education consulting technical customer support dev mar Link validated

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.

Tax Manager Private Client

Job Summary

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 growth of Aprio's private client practice.

What You’ll Gain / Impact

• Opportunity to lead and shape a high-performing team of tax professionals in a growing, high-impact practice
• Exposure to sophisticated, multi-faceted engagements spanning individuals, trusts, and closely held businesses
• Ability to directly influence client outcomes through strategic tax planning and advisory services
• A platform for business development and expanded client relationship ownership within a Top 20 CPA firm

Key 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

Candidate 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

Leadership Skills

• Proven ability to lead, coach, and develop a team of tax professionals across multiple concurrent engagements
• Effective delegation and workload management skills with a focus on team accountability and quality
• Demonstrated ability to mentor junior staff and provide meaningful, growth-oriented feedback
• Strong interpersonal skills with the ability to navigate difficult client and team conversations with professionalism and sound judgment

Technical Skills

• Proficiency in tax compliance and review software (e.g., CCH Axcess, GoSystem Tax RS, or equivalent platforms)
• Strong working knowledge of federal and state individual, trust, and pass-through entity tax compliance
• Familiarity with financial planning concepts, including asset protection, succession planning, and retirement optimization strategies
• Ability to leverage technology and digital tools to enhance client service delivery and engagement efficiency

$98,500 - $164,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

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

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