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Tax Manager, Private Client Services

Aprio, LLP, Atlanta, Georgia, United States, 30383

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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 Taxteam 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.

Responsibilities:

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.

Qualifications:

CPA preferred; EA considered.

CFP certification or willingness to obtain CFP preferred

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.

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.

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