Senior Tax Manager, Private Client

Job Summary

Aprio is seeking a Senior Tax Managerto join our Private Client Taxteamto lead complex tax compliance and advisory engagements serving corporations, partnerships, S corporations, individuals, trusts, and other entities. In this role, you will deliver proactive tax planning and high-quality client service that helps clients navigate their tax obligations, identify planning opportunities, and mitigate risk. You will lead and develop a team of tax professionals while partnering closely with firm leadership to drive strategic growth across the private client practice.

What You'll Gain/ Impact

• Opportunity to lead high-complexity, multi-entity engagements across a diverse private client portfolio
• Exposure to sophisticated federal and state tax planning and advisory work for high-net-worth individuals, families, and business entities
• Platform to mentor and develop emerging tax professionals at multiple career levels
• Collaboration with firm partners and leadership on client strategy and practice growth initiatives
• Career advancement within a nationally recognized, high-growth public accounting firm

Key Responsibilities

• Lead and manage complex federal, state, and local tax compliance engagements for corporations, partnerships, S corporations, individuals, trusts, 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 internal 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

Leadership Skills

• Experience supervising, coaching, and developing tax professionals at multiple career levels
• Proven ability to manage client relationships as a primary engagement contact, delivering responsive and high-quality service
• Excellent written and verbal communication skills, with the ability to translate complex tax concepts clearly for clients and team members

Technical Skills

• 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
• Strong project management, organizational, analytical, and problem-solving skills
• Ability to manage competing deadlines while maintaining attention to detail and high-quality standards