Key Responsibilities
- Lead and manage complex federal, state, and local tax compliance engagements for corporations, partnerships, S corporations, individuals, trusts, and/or 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.
- Typically 7+ years of progressive tax experience, preferably within a public accounting or professional services environment.
- 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.
- Experience supervising, coaching, and developing tax professionals.
Excellent written and verbal communication skills, with the ability to explain complex tax concepts clearly to clients and team members. - Strong project management, organizational, analytical, and problem-solving skills.
- Ability to manage competing deadlines while maintaining attention to detail and high-quality standards.
Skills Required
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field
- CPA license
- Typically 7+ years of progressive tax experience
- Experience in public accounting or professional services
- 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
- Experience supervising, coaching, and developing tax professionals
- Excellent written and verbal communication skills
- Strong project management, organizational, analytical, and problem-solving skills
- Ability to manage competing deadlines while maintaining accuracy and quality
- Partnership, international, private equity, and high-net-worth individual tax experience
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
Aprio Insights
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.








