Tax Manager, Private Client Services/HNWI

Walnut CreekFull Timemid

Finance & AccountingOtherTax ManagerClient Services

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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 & 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 is a progressive, fast-growing firm looking for a Tax Manager - Private Client Services/HNWI to join their dynamic team.

Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members.

Developing and implementing tax strategies. This will involve staying up-to-date with changing tax laws and regulations and identifying opportunities for tax planning.

Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring.

Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning.

Responsible for preparing and reviewing tax returns for clients, ensuring that they comply with relevant tax laws and regulations.

Responsible for communicating with clients and stakeholders, including tax authorities and other regulatory bodies, to ensure that all tax-related matters are handled effectively and efficiently.

Manage client relationships and ensure that clients are satisfied with the services provided by your team.

Training and mentoring team members

Bachelor's degree in Accounting

Master’s degree in Taxation preferred

Recent experience working in a public accounting firm

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

CPA is preferred

Experience in S-Corp, Partnership returns, Individual and Corporate.

Exceptional verbal and written communication skills

Computer expertise including knowledge of tax software and technology

Experience managing a team

Willing to work hybrid