The Role
Leads private client tax compliance, planning, and advisory services for individuals, trusts, and closely held businesses. Reviews complex federal and state tax returns, manages client engagements, supervises and mentors tax professionals, develops tax strategies, and supports business development. The role requires strong technical knowledge, client relationship management, team leadership, and proficiency with tax compliance software.
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 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.
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
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, Finance, or a related field
- At least 5 years of experience with individual tax, trust, and small business returns in public accounting
- Strong communication skills and ability to build and maintain client trust
- Ability to lead, coach, and develop tax professionals across multiple engagements
- Effective delegation and workload management skills
- Strong interpersonal skills for managing difficult client and team conversations
- Proficiency with tax compliance and review software such as CCH Axcess or GoSystem Tax RS
- Working knowledge of federal and state individual, trust, and pass-through entity tax compliance
- Familiarity with asset protection, succession planning, and retirement optimization strategies
- CPA license or Enrolled Agent designation
- Master's degree in Taxation or a related field
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.
