Aprio · 2 days ago
Tax Manager
Atlanta, GA
Full-time
Hybrid
Senior Level
5+ years expAprio is a nationally ranked CPA and advisory firm that is passionate for what's next. They are seeking a Tax Manager to help clients maximize their opportunities through tax planning, compliance, and consulting while managing client relationships and mentoring junior staff.
AccountingFinancial Services
Responsibilities
Tax Review & Compliance
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
Client Planning & Consulting
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
Engagement Management
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
Leadership & Development
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
Qualification
Required
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
Preferred
CPA preferred; EA considered
CFP certification or willingness to obtain CFP preferred
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
Company data provided by crunchbase