Aprio · 1 day ago
Estate Planning Tax Manager
Fairfield, NJ
Full-time
Hybrid
Mid, Senior Level
$98K/yr - $160K/yr
5+ years expAprio is a nationally ranked CPA and advisory firm that is passionate for what's next. They are seeking an Estate Planning Tax Manager to help clients maximize their opportunities through strategic estate planning and tax consulting services, while managing the estate planning process and client deliverables.
AccountingFinancial Services
Responsibilities
Provide exceptional client service
Develop and implement strategies to reduce clients’ estate tax exposure
Listen to clients and assist them in designing estate plan that captures their intentions
Prepare or review estate and trust income tax returns, gift and estate tax returns
Work closely with clients to provide tax planning, consulting and compliance services
Manage, develop, train, and mentor staff
Work with partners on delivering innovative tax planning strategies
Qualification
Required
Bachelor's degree in Accounting, Finance, or related specialty
Masters degree in Taxation or JD, required
Attorney candidates must be licensed in state of NY, but can work remotely
5+ years of recent experience working in a public accounting firm, law firm, or financial services firm
Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents
Exceptional verbal and written communication skills
Computer expertise including knowledge of tax software and technology
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
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
1001-5000 employees
H1B Sponsorship
Aprio has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (7)
2022 (7)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Leadership Team
Richard Kopelman
Chief Executive Officer
Carolyn O'Boyle
Chief People Officer
Recent News
2025-11-10
2025-11-07
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