Aprio
Aprio3mo ago
USD 98500–160000/yr

Tax Manager, Private Client Services

United StatesUnited States·Orange CountyFull Timemid
Finance & AccountingOtherTax ManagerClient Services
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Quick Summary

Overview

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.

Technical Tools
Finance & AccountingOtherTax ManagerClient Services
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.

Join Aprio's Tax team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Manager, Private client Services to join their dynamic team. 
  • 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.
  • 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)

    • Location & Eligibility

    Where is the job
    Orange County, United States
    Hybrid — some on-site time required
    Who can apply
    US
    Listed under
    United States

    Listing Details

    Posted
    January 23, 2026
    First seen
    March 26, 2026
    Last seen
    May 8, 2026

    Posting Health

    Days active
    42
    Repost count
    0
    Trust Level
    44%
    Scored at
    May 8, 2026

    Signal breakdown

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    Aprio
    Aprio
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    Aprio is a leading business advisory and accounting firm known for its comprehensive services and client-centric approach.

    Employees
    3k+
    Founded
    1952
    Domain
    aprioboardportal.com
    Jobs
    View 137 jobs
    View company profile

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    AprioTax Manager, Private Client ServicesUSD 98500–160000
    Apply Now