
Tax Manager - Private Client Tax
Aprio
- 🇺🇸 United States
- Hybrid
- Manager or above
- 6 months ago
- $98,500 – $164,000 / year
- Pension
6 months ago
Aprio is seeking aTax Managerto join ourPrivate Client Tax practice, focused on serving high-net-worth individuals, families, and their affiliated business interests with sophisticated, personalized tax solutions. In this role, you will lead a team of skilled tax professionals and serve as a primary advisor to clients navigating complex federal and state tax matters, including wealth preservation strategies, multi-entity structures, and significant transactional events. You will manage a high-touch client portfolio, drive team performance, and deliver the technical depth and relationship excellence that high-net-worth clients expect. This is an opportunity to make a meaningful impact within a nationally recognized firm that is deeply committed to client success and professional growth.
What You'll Gain / Impact:
- Opportunity to lead and develop a high-performing team serving one of the most dynamic and complex client segments in public accounting
- Direct influence on outcomes for high-net-worth individuals, family offices, and closely held businesses with sophisticated tax needs
- Exposure to complex tax planning engagements, including mergers and acquisitions, wealth transfer strategies, and corporate restructuring
- Ability to shape the direction of a specialized practice and contribute to firmwide growth
- Career advancement within a high-growth firm that invests in its people through continuous learning, mentorship, and professional development
Key Responsibilities:
- Lead and manage a team of tax professionals by delegating responsibilities, monitoring work quality, and cultivating a high-performance, collaborative team culture
- Develop and implement tailored tax strategies for high-net-worth clients by staying current with evolving tax laws and regulations and identifying timely planning opportunities
- Conduct ongoing tax research to remain current with legislative and regulatory changes, applying findings to enhance client service and planning outcomes
- Provide consulting services on complex tax matters, including mergers and acquisitions, corporate restructuring, and strategic tax planning relevant to high-net-worth individuals and their affiliated entities
- Prepare and review federal and state tax returns for S-Corporations, Partnerships, Individuals, and Corporations, ensuring accuracy and full compliance with applicable laws and regulations
- Communicate proactively with clients, stakeholders, tax authorities, and regulatory bodies to ensure all tax-related matters are managed effectively and efficiently
- Build and manage trusted, long-term client relationships, ensuring consistently high levels of satisfaction and responsiveness across a high-net-worth portfolio
- Train, mentor, and develop team members to support their professional growth and strengthen overall practice performance
Candidate Qualifications:
- Bachelor's degree in Accounting
- 6+ years of federal tax consulting and/or compliance experience in public accounting
- Experience preparing and reviewing S-Corporation, Partnership, Individual, and Corporate tax returns
- Demonstrated experience managing and developing a team
- Exceptional verbal and written communication skills
- Proficiency with tax software and technology platforms
- Preferred: Master's degree in Taxation
- Preferred: CPA license
Leadership Skills:
- Building Relationships
- Adaptability
- Client Focus
- Driving Execution
- Continuous Improvement
- Communication
- Change Leadership
- Coaching and Developing Others
- Leading Teams
Additional Details:
- Employment Type:Full-Time
Work Environment: Hybrid
Location: Schaumburg, IL/ Libertyville, IL / Topeka, KS / Overland Park, KS
Tax Manager - Private Client Tax · Aprio