Tax Partner, Insurance

• Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance. • Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction. • Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations. • Drive exceptional client experiences aligned with Aprio’s service standards. • Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches. • Build and maintain strong referral networks, strategic partnerships, and market relationships. • Identify new opportunities for service expansion, innovative offerings, and cross firm synergies. • Represent Aprio internally and externally as a leader committed to firm culture and values. • Recruit, mentor, and develop top talent within the practice area. • Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth. • Provide performance oversight, career coaching, and succession planning support. • Foster a diverse, inclusive, high trust environment that enables teams to excel.

• 12+ years of experience and demonstrated track record of leadership within a professional services firm. • Strong technical expertise in the relevant discipline (Tax). • Proven success driving revenue growth, client expansion, and practice development. • Reputation for exceptional client service, strategic thinking, and collaborative leadership. • Demonstrated ability to mentor, inspire, and build high performing teams. • High ethical standards. • Deep Insurance industry experience. • Experience operating in high growth, multilocation, or national firm environments. • Prior partner or executive leadership experience.