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Tax Manager, Private Client Services

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Aprio

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Location:
United States , Atlanta ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

98500.00 - 160000.00 USD / Year
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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 Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Manager to join their dynamic team.

Job Responsibility:

  • 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

Requirements:

  • CPA preferred
  • EA considered
  • 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
  • Required Within 18 Months: CFP® certification (or completion of all requirements to obtain the certification within 18 months)
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

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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