Aprio

Responsibilities: — Lead a team of tax professionals delivering compliance, consulting, and planning services for individuals, trusts, and closely held businesses. — Review complex individual tax returns (Form 1040), trust returns (Form 1041), and business returns (Forms 1065, 1120S), ensuring accuracy and compliance with federal and state tax laws. — Lead tax planning engagements advising on asset protection, succession planning, and retirement optimization. — Manage multiple client relationships and engagements, monitoring deadlines, budgets, and deliverables. — Supervise and mentor staff preparing returns, providing technical guidance and developmental feedback. — Collaborate with internal teams and external advisors to deliver integrated client solutions. — Identify and pursue business development opportunities, including expanding services with existing clients. — Contribute to internal training and professional development initiatives. Requirements: — Bachelor's degree in Accounting, Finance, or related field. — Minimum 5 years of experience in individual tax, trusts, and small business returns in public accounting. — Strong communication skills and ability to build trust with clients. — Preferred CPA license or EA designation. — Preferred Master's degree in Taxation or related field. — Proven leadership skills to lead, coach, and develop a team. — Effective delegation and workload management. — Proficiency in tax compliance and review software such as CCH Axcess or GoSystem Tax RS. — Strong knowledge of federal and state tax compliance for individuals, trusts, and pass-through entities. — Familiarity with financial planning concepts including asset protection and succession planning. — Ability to leverage technology and digital tools to enhance client service. Benefits: — Medical, Dental, and Vision Insurance from the first day. — Flexible Spending and Dependent Care Accounts. — 401k with Profit Sharing. — 9+ holidays and discretionary time off. — Parental Leave for primary and secondary caregivers. — Tuition Assistance and CPA support programs with cash incentives. — Discretionary incentive compensation based on performance. — Incentives related to new client sales origination. — Top rated wellness program. — Flexible working environment including remote and hybrid options. Salary range: $98,500 - $164,000 per year. Equal Opportunity Employer encouraging diversity in the workplace.