Leads a private client tax team, overseeing compliance, tax return preparation and review, consulting, research, planning, and client relationships. Advises individuals and businesses on mergers and acquisitions, corporate restructuring, and multi-entity taxation. The role manages complex S-Corp, partnership, individual, and corporate engagements, ensures regulatory compliance, develops tax strategies, and mentors tax professionals.
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 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.
Aprio is seeking a Tax Manager, Private Client Tax to lead a dedicated team of tax professionals in delivering exceptional compliance, consulting, and planning services to private clients. In this role, you will develop and implement forward-thinking tax strategies, manage complex client relationships, and stay ahead of an evolving regulatory environment. You will serve as a trusted advisor on high-impact matters including mergers and acquisitions, corporate restructuring, and multi-entity planning while driving team performance and mentoring the next generation of tax professionals.
What You'll Gain/ Impact
- Opportunity to lead and shape a high-performing private client tax practice
- Exposure to complex, multi-entity tax engagements spanning individuals, S-Corps, partnerships, and corporations
- Ability to influence the professional growth of your team through mentorship and coaching
- Hands-on experience advising clients on strategic, high-impact tax planning matters
- Significant client-facing responsibility and relationship ownership across a dynamic portfolio
Key Responsibilities
- Lead and manage a team of tax professionals, delegating responsibilities and overseeing work product to ensure quality and timeliness
- Develop and implement tax strategies by staying current with changing tax laws and regulations and identifying planning opportunities
- Provide consulting services to clients on mergers and acquisitions, tax planning, and corporate restructuring
- Conduct tax research to remain current with evolving tax laws and identify opportunities for tax planning
- Prepare and review tax returns — including S-Corp, Partnership, Individual, and Corporate — ensuring compliance with applicable laws and regulations
- Communicate with clients, tax authorities, and regulatory bodies to ensure all tax-related matters are managed effectively and efficiently
- Build and maintain strong client relationships, ensuring consistent satisfaction and service excellence
- Train and mentor team members, fostering a culture of continuous learning and professional development
Candidate Qualifications
- Bachelor's degree in Accounting
- 6+ years of federal tax consulting and/or compliance experience in public accounting
- Experience with S-Corp, Partnership, Individual, and Corporate returns
- Strong verbal and written communication skills
- Proficiency in tax software and technology
- Experience managing a team
- Master's degree in Taxation (preferred)
- CPA (Required)
Leadership Skills
- Building Relationships
- Adaptability
- Client Focus
- Driving Execution
- Continuous Improvement
- Communication
- Change Leadership
- Coaching and Developing Others
- Leading Teams
Technical Skills
- Tax Planning
- Tax Compliance
- Tax Research
- Tax Consulting
- Flow-Through Entity Taxation Expertise
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.
Aprio Chicago, Illinois, USA Office
35 E. Wacker Dr., Suite 690, Chicago, United States, 60601
Aprio Libertyville, Illinois, USA Office
736 Florsheim Dr Ste 10, Libertyville, United States, 60048
Aprio Schaumburg, Illinois, USA Office
1051 Perimeter Dr, 9th Floor, Schaumburg, United States, 60173
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