Senior Tax Manager

Summary

Join Aprio, a nationally ranked CPA and advisory firm, and contribute to a team passionate about innovation and growth. Interact closely with clients, providing tax planning, consulting, and compliance services. Collaborate with partners on innovative tax strategies and conduct research to support recommendations. Manage multiple tax engagements, including partnerships, S-Corp returns, C-Corp returns, and high-net-worth individuals. Lead and mentor a team of tax professionals, ensuring quality control and fostering a culture of continuous learning. Promote the firm's services and manage client billing and project budgets. Research and interpret tax laws, providing guidance to internal stakeholders. Aprio offers a top-rated culture, vast growth opportunities, and a competitive compensation package.

Requirements

• Bachelor’s degree in Accounting or Finance or Business Administration or closely related fields, plus 5 years’ experience as an experienced accountant (such as tax senior or tax manager) working for a public accounting firm reviewing and preparing federal and multi-state tax returns, for high-net-worth individuals including Trusts, C-Corp, S-Corp, and Partnership tax returns and multi-state tax returns and tax planning and developing tax saving strategies
• The 5 years’ experience must include at least 2 years’ experience in managing the preparation of and review of complex tax returns for high-net-worth individuals including Trusts, C-Corp, S-Corp, and Partnership tax returns and multi-state tax returns as well as managing a team of tax professionals, delegating tasks, overseeing projects and ensuring quality control
• CPA license in California
• Telecommuting may be allowed
• 20% domestic travel to client sites

Responsibilities

• Interact closely with clients to provide tax planning, consulting, and compliance services and managing the preparation of and review of individual and organizational tax returns
• Work closely with partners on delivering innovative tax planning strategies. Conduct research to support recommendations regarding tax planning and position
• Work with various departments in Aprio to provide tax, accounting and business service solutions to the client
• Manage multiple tax engagements (Partnerships, S-Corp returns, C-Corp returns, and High Net Worth individuals Federal and multistate as well as Trusts)
• Managing a team of tax professionals, delegating tasks, overseeing projects and ensuring quality control
• Work with national tax leaders to refine internal processes and team engagement (PCS)
• Promote the firm’s services to potential clients to support growth & Business Development efforts
• Manage client billing and project budgets, ensure Aprio team delivers based on project budget
• Research and interpret tax laws and regulations and provide guidance to internal stakeholders on tax issues
• Manage and mentor tax team members, providing guidance and support as needed, and fostering a culture of continuous learning and development within the team

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