Tax Manager, Private Client
AprioAtlanta, GA
Full Time
Posted July 17, 2026
$99k - $164k
Power Generation
Remote
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Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- 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.
Requirements
- CPA preferred; EA considered.
- CFP certification or willingness to obtain CFP preferred
- Bachelor’s degree in Accounting, Finance, or related field.
- Minimum 5 years of experience in individual tax, trusts, and small business returns.
- Proven track record in client consulting and tax planning.
- Strong communication skills and ability to build trust with clients.
- Proficiency in tax software and technology platforms.
Ready to Apply?
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