Tax Partner, Private Client Services
At a glance
Mid-level Tax role at Aprio. San Francisco · no salary stated · we estimate $123,900–$182,500.
Aprio has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Guide private-client tax engagements, overseeing complex work for quality, timely delivery and client satisfaction
- Build growth plans, cultivate referral and market relationships, and identify additional services for your practice
- Recruit and coach tax talent, lead engagement teams, and contribute to performance and succession planning
- Advise clients on strategic, technical and operational matters as regulations and business needs change
What you bring
- At least twelve years in a professional services firm, with a demonstrated record of leadership
- Strong expertise in tax and private client services, plus a track record of growing revenue and client relationships
- You bring sound judgment, strategic thinking, strong client service and experience developing effective teams
Who this fits
This is a partner-level leadership role combining client work, practice growth and team development. The position is hybrid in San Francisco.
From the employer
About Aprio
At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals seek more than just a position — they seek a growth platform where contributions are valued and rewarded.
If you’re looking for a collaborative, entrepreneurial firm that provides boundless opportunities to take your practice to the next level, we invite you to… Grow with Aprio.
Position Overview
The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long term strategic direction. Partners act as stewards of the Aprio brand, delivering excellence in client service while driving revenue growth, operational effectiveness, and cross firm collaboration.Responsibilities
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Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
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Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
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Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
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Drive exceptional client experiences aligned with Aprio’s service standards.
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Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
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Build and maintain strong referral networks, strategic partnerships, and market relationships.
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Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
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Represent Aprio internally and externally as a leader committed to firm culture and values.
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Recruit, mentor, and develop top talent within the practice area.
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Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
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Provide performance oversight, career coaching, and succession planning support.
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Foster a diverse, inclusive, high trust environment that enables teams to excel.
Client Leadership & Service Delivery
Business Development & Growth
Talent Development & Team Leadership
Qualifications
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12+ years of experience and demonstrated track record of leadership within a professional services firm.
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Strong technical expertise in the relevant discipline (Tax, Private Client Services).
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Proven success driving revenue growth, client expansion, and practice development.
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Reputation for exceptional client service, strategic thinking, and collaborative leadership.
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Demonstrated ability to mentor, inspire, and build high performing teams.
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High ethical standards.
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Experience operating in high growth, multilocation, or national firm environments.
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Prior partner or executive leadership experience.
Required
Preferred
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.