Tax Manager, Private Client

Posted 3 Days Ago
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Birmingham, AL, USA
Hybrid
Senior level
Professional Services
The Role
Lead a Private Client Tax team providing compliance, tax planning, research, and advisory services to high-net-worth individuals and closely held businesses. Review and prepare S-Corporation, Partnership, Individual, and Corporate tax returns; advise on mergers, acquisitions, and restructuring; manage client relationships; ensure quality and compliance; and mentor 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.

Job Summary
Aprio is seeking a Tax Manager to join our Private Client Tax practice and lead a team of skilled tax professionals delivering comprehensive tax compliance and advisory services to high-net-worth individuals and their business interests. In this role, you will serve as a trusted advisor to clients navigating complex tax matters—spanning planning, compliance, and strategic consulting across a range of entity types. You will develop forward-thinking tax strategies that align with clients' financial goals while fostering the growth of a high-performing team. This is a meaningful opportunity to drive both client outcomes and team excellence within a collaborative, high-growth firm.

What You'll Gain/ Impact

  • Opportunity to lead and shape a high-performing Private Client Tax team with direct influence over team culture and development
  • Meaningful impact on clients' financial strategies through complex tax planning and consulting engagements
  • Exposure to a diverse portfolio of clients, including high-net-worth individuals and closely held businesses across multiple entity types
  • A platform for continued career growth within a nationally recognized, fast-growing professional services firm
  • The ability to invest in the next generation of tax professionals through mentorship and coaching

Key Responsibilities

  • Lead and develop a team of tax professionals by establishing clear expectations, delegating responsibilities, and overseeing the quality and timeliness of all work product
  • Develop and implement proactive, client-focused tax strategies while staying current on evolving federal and state tax laws and regulations
  • Provide consulting services on complex tax matters, including mergers and acquisitions, tax planning, and corporate restructuring
  • Conduct in-depth tax research to identify planning opportunities and strengthen client advisory services
  • Review and prepare tax returns across multiple entity types—including S-Corporations, Partnerships, Individuals, and
  • Corporations—ensuring accuracy and full compliance with applicable laws and regulations
  • Serve as a primary client contact, managing relationships and communicating effectively with clients, stakeholders, and regulatory authorities
  • Train, mentor, and actively support the professional development of team members

Candidate Qualifications

  • Bachelor's degree in Accounting
  • 6+ years of federal tax consulting and/or compliance experience in a public accounting environment
  • Experience preparing and reviewing S-Corp, Partnership, Individual, and Corporate tax returns
  • Demonstrated experience leading or managing a team
  • Strong verbal and written communication skills
  • Proficiency in tax software and technology
  • Master's degree in Taxation preferred
  • CPA preferred

Leadership Skills

  • Building Relationships
  • Adaptability
  • Client Focus
  • Driving Execution
  • Continuous Improvement
  • Communication
  • Change Leadership
  • Coaching and Developing Others
  • Leading Teams

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 a public accounting environment
  • Experience preparing and reviewing S-Corporation, Partnership, Individual, and Corporate tax returns
  • Experience leading or managing a team
  • Strong verbal and written communication skills
  • Proficiency in tax software and technology
  • 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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Atlanta, Georgia
1,856 Employees
Year Founded: 1952

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.

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