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Senior Tax Associate, Private Client Services

Aprio
Atlanta, Georgia
Full Time
Posted August 20, 2025
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Job Description

A Senior Tax Associate role focused on providing tax planning and compliance services to clients within a dynamic, growth-oriented CPA and advisory firm, offering opportunities for professional development and a collaborative work environment.

Key Responsibilities

  • Assist clients with tax planning and compliance for private clients
  • Prepare and review federal and state tax returns for individuals and entities
  • Provide tax advisory services to optimize client opportunities and minimize liabilities

Requirements

  • Possess a minimum of 3 years of experience in tax preparation, planning, or related services, preferably within a public accounting or CPA firm environment.
  • Have a Bachelor's degree or higher in Accounting, Finance, or a related field.
  • Demonstrate proficiency in federal and state tax laws and regulations relevant to private clients and high-net-worth individuals.
  • Show strong technical knowledge of individual, trust, and estate tax compliance and planning.
  • Possess excellent analytical skills and attention to detail to ensure accuracy in tax filings and client documentation.
  • Be able to effectively communicate complex tax concepts clearly and professionally to clients and team members.
  • Have the ability to manage multiple client engagements simultaneously while meeting deadlines.
  • Be familiar with tax software and technology tools used for tax preparation and planning, such as CCH, ProSystem fx, or similar platforms.
  • Possess or be willing to obtain CPA certification or other relevant professional credentials.
  • Be able to work in a collaborative team environment and demonstrate a high level of professionalism and integrity.
  • Be willing to adhere to all firm policies, procedures, and ethical standards related to tax services and client confidentiality.

Benefits & Perks

Competitive compensation
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
Parental Leave coverage for primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

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