Tax Manager, Wealth Management

Aprio • Atlanta, GA

6d • $121,000 - $148,000 • Hybrid

About The Position

Join Aprio's Tax team and you will help clients maximize their opportunities. We are seeking a technically strong and client-focused Tax Manager focused on Individual Tax. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal candidate will be passionate about tax planning, financial consulting, and building long-term client relationships.

Requirements

• CPA preferred; EA considered.
• CFP certification or willingness to obtain CFP preferred
• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Benefits

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Mid Level