Tax Manager, Private Client

Job summary

Review complex individual, trust, and small business tax returns while ensuring compliance with federal and state laws. Lead tax planning engagements and provide strategic financial consulting to high-net-worth individuals and business owners.

Job details

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. Join Aprio's Tax team and you will help clients maximize their opportunities. We are seeking a technically strong and client-focused Tax Manager focused on Individual Tax. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal candidate will be passionate about tax planning, financial consulting, and building long-term client relationships. \n Responsibilities: Tax Review & Compliance: * Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S). * Ensure accuracy, completeness, and compliance with federal and state tax laws. * Supervise and mentor staff preparing returns, providing technical guidance and quality control. Client Planning & Consulting: * Lead tax planning engagements for individuals and small business owners. * Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization. * Collaborate with internal teams and external advisors to deliver holistic solutions. Engagement Management: * Manage multiple client relationships and engagements simultaneously. * Monitor deadlines, budgets, and deliverables to ensure timely and efficient service. * Participate in business development efforts and identify opportunities to expand services with existing clients. Leadership & Development * Serve as a role model and coach for junior staff. * Contribute to internal training and development initiatives. * Support the evolution of the 1040 Transformation Project and related strategic initiatives. Qualifications: * CPA preferred; EA considered. * CFP certification or willingness to obtain CFP preferred * Bachelor’s degree in Accounting, Finance, or related field. * Minimum 5 years of experience in individual tax, trusts, and small business returns. * Proven track record in client consulting and tax planning. * Strong communication skills and ability to build trust with clients. * Proficiency in tax software and technology platforms. \n $98,500 - $164,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. \n The application window is anticipated to close on August 1, 2026, and may be extended as needed. 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.

What you’ll do

Review complex individual, trust, and small business tax returns while ensuring compliance with federal and state laws. Lead tax planning engagements and provide strategic financial consulting to high-net-worth individuals and business owners.

Requirements

Requires a bachelor's degree in Accounting or Finance and at least 5 years of experience in individual and small business tax. A CPA or EA is preferred, along with a CFP certification or the willingness to obtain one.

Benefits

• Medical Insurance • Dental Insurance • Vision Insurance • Flexible Spending Account • Dependent Care Account • 401k With Profit Sharing • Paid Holidays • Discretionary Time Off • Parental Leave • Tuition Assistance Program • CPA Support Program • Discretionary Incentive Compensation • Sales Incentive Compensation • Wellness Program • Flexible Working Environment

Listed skills

• Leadership · Preferred
• Client · Preferred
• Compliance · Preferred
• Planning · Preferred
• management · Preferred
• Sales · Preferred
• Accuracy · Preferred
• Development · Preferred
• Time · Preferred
• Accounting · Preferred
• Flexible · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Tax Review
• Tax Compliance
• Tax Planning
• Financial Consulting
• Client Relationship Management
• Engagement Management
• Staff Mentoring
• Asset Protection
• Succession Planning
• Retirement Optimization
• Form 1040
• Form 1041
• Form 1065
• Form 1120S
• Tax Software Proficiency
• Communication Skills

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership