Overview
Join Aprio's Tax team as a Tax Manager. CPA preferred; EA considered. Aprio is a nationally ranked CPA and advisory firm with 30 U.S. offices, one in the Philippines, and more than 2,100 team members speaking 60+ languages worldwide. We provide proven expertise, deep understanding, and strategic foresight for fast-growing industries to help clients be prepared for wherever life or business may take them. Discover a top-rated culture, growth opportunities, and your next career move with Aprio.
Aprio Advisory Group, LLC is a progressive, fast-growing firm seeking 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.
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.
Required Within 18 Months
CFP® certification (or completion of all requirements to obtain the certification within 18 months).
$98,500 - $160,000 a year
The application window is anticipated to close on March 30th and may be extended as needed.
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 deliver an exceptional team-member and client experience.
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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Aprio Advisory Group, LLC is a progressive, fast-growing firm seeking 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.
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.
Required Within 18 Months
CFP® certification (or completion of all requirements to obtain the certification within 18 months).
$98,500 - $160,000 a year
The application window is anticipated to close on March 30th and may be extended as needed.
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 deliver an exceptional team-member and client experience.
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.
#J-18808-Ljbffr