The Role
Leads a private client tax team, overseeing compliance, tax return preparation and review, consulting, research, planning, and client relationships. Advises individuals and businesses on mergers and acquisitions, corporate restructuring, and multi-entity taxation. The role manages complex S-Corp, partnership, individual, and corporate engagements, ensures regulatory compliance, develops tax strategies, and mentors tax professionals.
Summary Generated by Built In
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.
Aprio is seeking a Tax Manager, Private Client Tax to lead a dedicated team of tax professionals in delivering exceptional compliance, consulting, and planning services to private clients. In this role, you will develop and implement forward-thinking tax strategies, manage complex client relationships, and stay ahead of an evolving regulatory environment. You will serve as a trusted advisor on high-impact matters including mergers and acquisitions, corporate restructuring, and multi-entity planning while driving team performance and mentoring the next generation of tax professionals.
What You'll Gain/ Impact
- Opportunity to lead and shape a high-performing private client tax practice
- Exposure to complex, multi-entity tax engagements spanning individuals, S-Corps, partnerships, and corporations
- Ability to influence the professional growth of your team through mentorship and coaching
- Hands-on experience advising clients on strategic, high-impact tax planning matters
- Significant client-facing responsibility and relationship ownership across a dynamic portfolio
Key Responsibilities
- Lead and manage a team of tax professionals, delegating responsibilities and overseeing work product to ensure quality and timeliness
- Develop and implement tax strategies by staying current with changing tax laws and regulations and identifying planning opportunities
- Provide consulting services to clients on mergers and acquisitions, tax planning, and corporate restructuring
- Conduct tax research to remain current with evolving tax laws and identify opportunities for tax planning
- Prepare and review tax returns — including S-Corp, Partnership, Individual, and Corporate — ensuring compliance with applicable laws and regulations
- Communicate with clients, tax authorities, and regulatory bodies to ensure all tax-related matters are managed effectively and efficiently
- Build and maintain strong client relationships, ensuring consistent satisfaction and service excellence
- Train and mentor team members, fostering a culture of continuous learning and professional development
Candidate Qualifications
- Bachelor's degree in Accounting
- 6+ years of federal tax consulting and/or compliance experience in public accounting
- Experience with S-Corp, Partnership, Individual, and Corporate returns
- Strong verbal and written communication skills
- Proficiency in tax software and technology
- Experience managing a team
- Master's degree in Taxation (preferred)
- CPA (Required)
Leadership Skills
- Building Relationships
- Adaptability
- Client Focus
- Driving Execution
- Continuous Improvement
- Communication
- Change Leadership
- Coaching and Developing Others
- Leading Teams
Technical Skills
- Tax Planning
- Tax Compliance
- Tax Research
- Tax Consulting
- Flow-Through Entity Taxation Expertise
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.
Skills Required
- Bachelor's degree in Accounting
- 6+ years of federal tax consulting and/or compliance experience in public accounting
- Experience with S-Corp, Partnership, Individual, and Corporate tax returns
- Strong verbal and written communication skills
- Proficiency in tax software and technology
- Experience managing a team
- Master's degree in Taxation
- CPA certification
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.
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The Company
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.
