Tax Manager, Wealth Management

Aprio•Atlanta, GA

2d•Hybrid

About The Position

Aprio, a Top 20 CPA and advisory firm, is seeking a technically strong and client-focused Tax Manager specializing in Individual Tax. This role is designed for individuals who excel in a consultative setting, merging deep tax knowledge with a strategic approach to assist individuals, simple trusts, and closely held businesses. The ideal candidate will be enthusiastic about tax planning, financial advising, and cultivating enduring client relationships. Join Aprio's Tax team to help clients maximize their opportunities and grow with a future-focused, innovative firm.

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), ensuring 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