Senior Tax Manager, Private Client Tax

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 Senior Tax Manager, Private Client to lead sophisticated tax compliance and advisory engagements for high-net-worth individuals, families, trusts, partnerships, and related entities. In this role, you will serve as a primary client relationship owner, delivering technically precise planning and compliance services while driving engagement quality, profitability, and team development. You will partner with firm leadership on strategy, practice growth, and client service excellence while mentoring and developing a high-performing team of tax professionals. This is a meaningful opportunity to shape the financial futures of private clients and contribute to Aprio's continued growth as a nationally recognized professional services firm.

What You'll Gain/ Impact

• Lead high-complexity engagements serving private clients and high-net-worth individuals across a broad range of federal and state tax matters
• Build and deepen long-term client relationships with meaningful, high-impact advisory influence
• Mentor and develop the next generation of tax professionals within a nationally recognized firm
• Collaborate with partners and firm leadership to shape practice strategy and identify growth opportunities
• Advance your career in a high-growth, entrepreneurial environment with access to firm-wide resources and expertise

Key Responsibilities

• Lead and manage complex federal, state, and local tax compliance engagements for individuals, trusts, partnerships, S corporations, and other entities
• Review complex tax returns, workpapers, estimates, extensions, and related filings to ensure technical accuracy, quality, and timely completion
• Research and interpret complex tax laws, regulations, rulings, and guidance; prepare technical memoranda and communicate findings to clients and stakeholders
• Provide proactive tax planning and advisory services to help clients manage tax obligations, identify opportunities, and mitigate risk
• Serve as a primary client contact for assigned engagements, building strong relationships and delivering responsive, high-quality service
• Manage engagement budgets, timelines, staffing, billing, realization, and overall profitability
• Supervise, train, mentor, and review the work of tax associates, seniors, and managers; provide timely coaching and performance feedback
• Collaborate with partners and leadership on client strategy, technical matters, service opportunities, and practice growth initiatives
• Support tax notice responses, examinations, and controversy matters, including communication with taxing authorities as needed
• Maintain current knowledge of tax law changes and industry trends and communicate relevant impacts to clients and team members

Candidate Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field
• CPA license required; JD, LLM in Taxation, or Enrolled Agent credential may be considered depending on role scope
• 7+ years of progressive tax experience, preferably within a public accounting or professional services environment
• Demonstrated experience reviewing complex tax returns and managing multiple client engagements
• Strong technical knowledge of federal and state tax compliance, tax planning, and applicable tax regulations
• Experience supervising, coaching, and developing tax professionals
• Excellent written and verbal communication skills, with the ability to explain complex tax concepts clearly to clients and team members
• Strong project management, organizational, analytical, and problem-solving skills
• Ability to manage competing deadlines while maintaining attention to detail and high-quality standards

Leadership Skills

• Building Relationships
• Adaptability
• Client Focus
• Driving Execution
• Continuous Improvement
• Communication
• Change Leadership
• Coaching and Developing Others
• Leading Teams

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.