Job
Tax Manager Private Client
Aprio
About
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.
Requirements
- 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
- CPA license or EA designation (preferred)
- Master's degree in Taxation or related field (preferred)
- 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
Responsibilities
- Review complex individual tax returns (Form 1040), trust returns (Form 1041), and business returns (Forms 1065, 1120S)
- Lead tax planning engagements for individuals and small business owners
- Manage multiple client relationships and engagements simultaneously
- Supervise and mentor staff preparing returns
- Collaborate with internal teams and external advisors
- Identify and pursue business development opportunities
Benefits
- Medical, Dental, and Vision Insurance
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off
- Parental Leave
- Tuition Assistance Program and CPA support program
- Discretionary incentive compensation
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