Family Office Tax Services Leader – Tax Partner

Aprio

Partner role at Aprio driving client engagements while developing talent and contributing to strategic direction. Lead a collaborative team in a growth-oriented, reputable professional services firm.

Posted 4/16/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Lead client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long term strategic direction.
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.
Foster a diverse, inclusive, high trust environment that enables teams to excel.

Requirements

What you’ll need

12+ years of experience and demonstrated track record of leadership within a professional services firm.
Strong technical expertise in the relevant discipline (Tax, Private Client Services).
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 experience with Family Office (preferred).
Experience operating in high growth, multilocation, or national firm environments (preferred).
Prior partner or executive leadership experience (preferred).

Benefits

Comp & perks

Our benefits are designed to give you the flexibility and support you need to thrive both professionally and personally.
Competitive compensation and benefits package are thoughtfully designed to help you build a rewarding career.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax expertiseprivate client servicesrevenue growthclient expansionpractice developmentfamily office

Soft Skills

leadershipstrategic thinkingcollaborative leadershipmentoringinspiringbuilding high performing teamsaccountabilitycollaborationadvocacyhigh ethical standards