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Job Description
A Tax Manager in Professional Services at Aprio will lead tax strategies, ensure compliance, and help clients maximize their opportunities within a dynamic, growth-oriented CPA and advisory firm.
Key Responsibilities
- Manage and oversee tax planning and compliance for professional services clients
- Identify and implement tax-saving opportunities for clients
- Coordinate and review tax returns and related documentation
- Provide tax advisory and consulting services to clients
- Ensure compliance with federal, state, and local tax regulations
- Assist in managing client relationships and business development efforts
Requirements
- Possess a minimum of 5 years of experience in tax within a professional services or CPA firm environment.
- Have a Bachelor's degree in Accounting, Finance, or a related field; a Master's degree or CPA certification is preferred.
- Demonstrate strong technical knowledge of federal, state, and local tax laws and regulations relevant to clients' industries.
- Show proven ability to manage and review complex tax returns and tax planning strategies for diverse clients.
- Have experience leading and mentoring a team of tax professionals, including providing training and guidance.
- Possess excellent communication skills to effectively interact with clients and team members, including explaining complex tax concepts clearly.
- Be capable of identifying and resolving tax issues proactively and efficiently.
- Have the ability to work in a fast-paced environment, managing multiple deadlines simultaneously.
- Be willing to work full-time in a hybrid or remote working environment as required by the firm.
- Possess a strong understanding of professional ethics and compliance standards applicable to tax practice.
- Have experience with tax software and tools commonly used in professional services firms, such as CCH, ProSystem fx, or similar platforms.
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
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