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Aprio Logo Aprio · Finance

Tax Manager, Private Client Services/HNWI

United States, Walnut Creek 98500.00 - 160000.00 USD / Year · Job Posted February 17, 2026
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Job Description

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 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. Aprio is a progressive, fast-growing firm looking for a Tax Manager - Private Client Services to join their dynamic team.

Job Responsibility

  • Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members
  • Developing and implementing tax strategies
  • Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring
  • Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning
  • Responsible for preparing and reviewing tax returns for clients
  • Responsible for communicating with clients and stakeholders
  • Manage client relationships and ensure that clients are satisfied with the services provided by your team
  • Training and mentoring team members

Requirements

  • Bachelor's degree in Accounting
  • Master’s degree in Taxation preferred
  • Recent experience working in a public accounting firm
  • 6+ experience years of federal tax consulting and/or compliance experience in accounting
  • CPA is preferred
  • Experience in S-Corp, Partnership returns, Individual and Corporate
  • Exceptional verbal and written communication skills
  • Computer expertise including knowledge of tax software and technology
  • Experience managing a team
  • Willing to work hybrid

What we offer

  • 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
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