Tax Manager, Private Client Services
AprioOrange County, California
Full Time
Posted January 23, 2026
Not Specified
Remote
Apply Now
Application opens on company website
Job Description
A Tax Manager in Private Client Services at a leading CPA and advisory firm, responsible for managing tax strategies and client relationships for high-net-worth individuals, while contributing to a dynamic, growth-oriented team environment.
Key Responsibilities
- Manage private client tax engagements and ensure compliance with tax laws
- Provide tax planning and advisory services to high-net-worth individuals
- Oversee and review tax returns and related documentation for clients
- Develop and implement tax strategies to optimize client financial positions
- Coordinate with clients to gather necessary information and address tax-related inquiries
Requirements
- Possess a minimum of 5 years of experience in tax services, specifically with private clients, within a CPA or advisory firm setting.
- Have a CPA license or equivalent certification required for the role.
- Demonstrate strong knowledge of tax laws, regulations, and compliance requirements relevant to private clients.
- Show experience in managing and overseeing tax planning, compliance, and consulting for high-net-worth individuals and private clients.
- Possess excellent communication skills to effectively interact with clients and team members.
- Be able to work independently and lead a team in a fast-paced environment.
- Have a bachelor's degree in accounting, finance, or a related field.
- Be capable of analyzing complex tax issues and providing strategic solutions tailored to private clients.
- Have experience with tax software and tools commonly used in private client tax services.
- Demonstrate a commitment to continuous professional development, including support for CPA certification and ongoing education.
Benefits & Perks
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
Competitive compensation
Ready to Apply?
Join Aprio and make an impact in renewable energy
Stay Updated on Sustainability Jobs
Get the latest renewable energy jobs and career tips delivered to your inbox.
Job Alerts
Get notified about new sustainability jobs
More at Aprio
Jobs in Orange County, California
More jobs at Aprio
Senior Manager, Organizational Development
Aprio
NEW
Atlanta
Full Time
10h
Senior Director, HR Business Partners
Aprio
NEW
Remote
Full Time
10h
People + Culture Coordinator
Aprio
NEW
Remote
Full Time
10h
More jobs in Orange County, California
Supply Chain Specialist
Nevados
Orange County
Full Time
Feb 21