Aprio · 14 hours ago
Tax Manager, Private Client Services/HNWI
Walnut Creek, CA
Full-time
Hybrid
Senior Level
$98K/yr - $160K/yr
6+ years expAprio is a nationally ranked CPA and advisory firm that is passionate about what's next. They are seeking a Tax Manager for Private Client Services to lead a team of tax professionals, develop tax strategies, and provide consulting services to clients on various tax-related issues.
AccountingFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's degree in Accounting
Recent experience working in a public accounting firm
6+ experience years of federal tax consulting and/or compliance experience in accounting
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
Preferred
Master's degree in Taxation
CPA
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
Company data provided by crunchbase