Tax Manager, Wealth Management at Aprio

Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).

Ensure accuracy, completeness, and compliance with federal and state tax laws.

Supervise and mentor staff preparing returns, providing technical guidance and quality control.

Lead tax planning engagements for individuals and small business owners.

Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization.

Collaborate with internal teams and external advisors to deliver holistic solutions.

Manage multiple client relationships and engagements simultaneously.

Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.

Participate in business development efforts and identify opportunities to expand services with existing clients.

Serve as a role model and coach for junior staff.

Contribute to internal training and development initiatives.

Support the evolution of the 1040 Transformation Project and related strategic initiatives.

Tax Manager, Wealth Management