Tax Manager, Wealth Management

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $121k - $148k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Aprio

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

☁️ SaaS

💰 Debt Financing on 2018-10

Finance • B2B • SaaS

Aprio is a comprehensive business advisory, tax, and accounting firm that provides a range of services across various industries including construction, dental, financial services, healthcare, manufacturing, and technology. They offer services such as business valuation, CFO advisory, succession planning, digital advisory, risk management, and compliance. Aprio is involved in areas like blockchain advisory, ERP and business applications, tax consulting, outsourced accounting, and wealth management. With a strong presence in over 50 countries, Aprio is committed to diversity and corporate social responsibility, continually innovating to meet the needs of their diverse clientele.

📋 Description

• 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