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Tax Manager, Private Client

United States·BirminghamFull Timemid

Finance & AccountingTax Specialist

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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,

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Finance & AccountingTax Specialist

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.

Job Summary

Aprio is seeking a Tax Manager to join our Private Client Tax practice and lead a team of skilled tax professionals delivering comprehensive tax compliance and advisory services to high-net-worth individuals and their business interests. In this role, you will serve as a trusted advisor to clients navigating complex tax matters—spanning planning, compliance, and strategic consulting across a range of entity types. You will develop forward-thinking tax strategies that align with clients' financial goals while fostering the growth of a high-performing team. This is a meaningful opportunity to drive both client outcomes and team excellence within a collaborative, high-growth firm.

Opportunity to lead and shape a high-performing Private Client Tax team with direct influence over team culture and development

Meaningful impact on clients' financial strategies through complex tax planning and consulting engagements

Exposure to a diverse portfolio of clients, including high-net-worth individuals and closely held businesses across multiple entity types

A platform for continued career growth within a nationally recognized, fast-growing professional services firm

The ability to invest in the next generation of tax professionals through mentorship and coaching

Lead and develop a team of tax professionals by establishing clear expectations, delegating responsibilities, and overseeing the quality and timeliness of all work product

Develop and implement proactive, client-focused tax strategies while staying current on evolving federal and state tax laws and regulations

Provide consulting services on complex tax matters, including mergers and acquisitions, tax planning, and corporate restructuring

Conduct in-depth tax research to identify planning opportunities and strengthen client advisory services

Review and prepare tax returns across multiple entity types—including S-Corporations, Partnerships, Individuals, and

Corporations—ensuring accuracy and full compliance with applicable laws and regulations

Serve as a primary client contact, managing relationships and communicating effectively with clients, stakeholders, and regulatory authorities

Train, mentor, and actively support the professional development of team members

Bachelor's degree in Accounting

6+ years of federal tax consulting and/or compliance experience in a public accounting environment

Experience preparing and reviewing S-Corp, Partnership, Individual, and Corporate tax returns

Demonstrated experience leading or managing a team

Strong verbal and written communication skills

Proficiency in tax software and technology

Master's degree in Taxation preferred

CPA preferred

Building Relationships

Adaptability

Client Focus

Driving Execution

Continuous Improvement

Communication

Change Leadership

Coaching and Developing Others

Leading Teams

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.