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Aprio logo

Tax Partner, Private Client Services

Aprio
San Francisco, California
Full Time
Posted March 25, 2026
Not Specified
~107 people viewed this recently
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Job Description

The Tax Partner in Private Client Services at Aprio is a leadership role responsible for managing client engagements, driving business growth, mentoring talent, and contributing to the firm's strategic direction while ensuring excellent client service and operational effectiveness.

Key Responsibilities

  • Lead client engagements in private client tax services
  • Expand the firm's market presence in private client services
  • Develop and mentor talent within the firm
  • Contribute to the firm's long-term strategic planning
  • Deliver excellent client service and ensure client satisfaction
  • Drive revenue growth and operational effectiveness
  • Foster cross-firm collaboration and uphold the Aprio brand

Requirements

  • The candidate must have experience leading client engagements in a tax or private client services environment.
  • The candidate must have a proven track record of expanding market presence within the tax or private client services sector.
  • The candidate must have experience developing and mentoring talent within a professional services or similar environment.
  • The candidate must have demonstrated ability to contribute to a firm's long-term strategic direction.
  • The candidate must have a minimum of several years of experience in a leadership role within tax or private client services (exact number of years not specified but implied as seasoned professional).
  • The candidate must have a strong understanding of delivering excellence in client service in a professional services setting.
  • The candidate must have the ability to drive revenue growth and operational effectiveness within a firm or similar organization.
  • The candidate must possess relevant educational qualifications in accounting, tax, or related fields (specific degrees or certifications not specified but implied as necessary for a CPA firm role).
  • The candidate must be capable of acting as a steward of the firm's brand and values.
  • The candidate must be able to work collaboratively across teams and contribute to cross-firm collaboration initiatives.

Benefits & Perks

Competitive compensation and benefits package
Work flexibility and support to thrive professionally and personally

Ready to Apply?

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