Tax Manager, Private Client Services/HNWI
AprioWalnut Creek, California
Full Time
Posted January 13, 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 helping high-net-worth individuals optimize their financial opportunities while working within a collaborative, growth-oriented environment.
Key Responsibilities
- Manage and oversee private client tax planning and compliance services for high-net-worth individuals
- Develop and implement tax strategies to maximize client opportunities and minimize liabilities
- Coordinate with clients to gather financial information and ensure accurate tax filings
- Provide guidance on estate, gift, and trust tax matters
- Stay current on tax laws and regulations affecting high-net-worth clients and advise accordingly
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- Active CPA license or equivalent professional certification.
- Minimum of 5 years of experience in tax planning, compliance, and consulting, specifically with private client services for high-net-worth individuals (HNWIs).
- Experience preparing and reviewing complex individual, trust, estate, and gift tax returns.
- Strong knowledge of federal and state tax laws applicable to high-net-worth individuals, trusts, estates, and related entities.
- Proven ability to develop and implement tax strategies tailored to high-net-worth clients.
- Excellent analytical, problem-solving, and organizational skills.
- Ability to manage multiple client engagements simultaneously and meet deadlines.
- Effective communication skills to explain complex tax concepts to clients and team members.
- Demonstrated leadership skills with experience mentoring junior staff and leading project teams.
- Proficiency in tax software and Microsoft Office Suite, including Excel and Word.
- Willingness to stay current with evolving tax laws and industry best practices through continuing education.
- Physical ability to perform work at a desk, including sitting for extended periods and using a computer.
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 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
Work environment perks (collaborative culture, innovative environment)
Growth opportunities and professional development
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 jobs at Aprio
Senior Advisor, Nonprofit Consulting
Aprio
NEW
Chicago
Part Time
7h
Tax Manager
Aprio
NEW
Remote
Full Time
7h
Manager, Aerospace, Defense, and Government (GSA)
Aprio
NEW
Remote
Full Time
7h