Aprio

Tax Manager

Aprio

full-time

Posted on:

Location Type: Hybrid

Location: Atlanta • United States

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About the role

  • 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.
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
individual tax returnsForm 1040simple trustsForm 1041business returnsForms 1065Forms 1120Stax planningfinancial planning strategiesclient consulting
Soft Skills
supervisionmentoringtechnical guidancequality controlcollaborationrelationship managementcommunicationtrust buildingcoachingtraining
Certifications
CPAEACFPBachelor’s degree in AccountingBachelor’s degree in Finance