Tax Manager - Private Client Tax

About the role

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Aprio is seeking a Tax Manager to join our Private Client Tax practice, focused on serving high-net-worth individuals, families, and their affiliated business interests with sophisticated, personalized tax solutions.

In this role, you will lead a team of skilled tax professionals and serve as a primary advisor to clients navigating complex federal and state tax matters, including wealth preservation strategies, multi-entity structures, and significant transactional events. You will manage a high-touch client portfolio, drive team performance, and deliver the technical depth and relationship excellence that high-net-worth clients expect.

This is an opportunity to make a meaningful impact within a nationally recognized firm that is deeply committed to client success and professional growth.

What You'll Gain / Impact

• Opportunity to lead and develop a high-performing team serving one of the most dynamic and complex client segments in public accounting
• Direct influence on outcomes for high-net-worth individuals, family offices, and closely held businesses with sophisticated tax needs
• Exposure to complex tax planning engagements, including mergers and acquisitions, wealth transfer strategies, and corporate restructuring
• Ability to shape the direction of a specialized practice and contribute to firmwide growth
• Career advancement within a high-growth firm that invests in its people through continuous learning, mentorship, and professional development

Key Responsibilities

• Lead and manage a team of tax professionals by delegating responsibilities, monitoring work quality, and cultivating a high-performance, collaborative team culture
• Develop and implement tailored tax strategies for high-net-worth clients by staying current with evolving tax laws and regulations and identifying timely planning opportunities
• Conduct ongoing tax research to remain current with legislative and regulatory changes, applying findings to enhance client service and planning outcomes
• Provide consulting services on complex tax matters, including mergers and acquisitions, corporate restructuring, and strategic tax planning relevant to high-net-worth individuals and their affiliated entities
• Prepare and review federal and state tax returns for S-Corporations, Partnerships, Individuals, and Corporations, ensuring accuracy and full compliance with applicable laws and regulations
• Communicate proactively with clients, stakeholders, tax authorities, and regulatory bodies to ensure all tax-related matters are managed effectively and efficiently
• Build and manage trusted, long-term client relationships, ensuring consistently high levels of satisfaction and responsiveness across a high-net-worth portfolio
• Train, mentor, and develop team members to support their professional growth and strengthen overall practice performance

Candidate Qualifications

• Bachelor's degree in Accounting
• 6+ years of federal tax consulting and/or compliance experience in public accounting
• Experience preparing and reviewing S-Corporation, Partnership, Individual, and Corporate tax returns
• Demonstrated experience managing and developing a team
• Exceptional verbal and written communication skills
• Proficiency with tax software and technology platforms
• Preferred: Master's degree in Taxation
• Preferred: CPA license

Leadership Skills

• Building Relationships
• Adaptability
• Client Focus
• Driving Execution
• Continuous Improvement
• Communication
• Change Leadership
• Coaching and Developing Others
• Leading Teams

Additional Details: Employment Type: Full-Time

Work Environment: Hybrid

Location: Schaumburg, IL/ Libertyville, IL / Topeka, KS / Overland Park, KS

Perks/Benefits we offer for full-time team members

• 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’s in it for you

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.