Tax Manager – Private Client

Aprio

. Lead and shape a high-performing team of tax professionals in a growing practice .

Posted 11/2/2026full-timeScotch Plains • New Jersey • United StatesMid-LevelSenior💰 $98,500 - $164,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and advisory services, with a strong focus on individual, trust, and small business returns. Proven ability to lead and develop high-performing teams while managing client relationships and delivering strategic tax planning solutions.

Highest-signal resume keywords

Tax Compliance and ReviewTeam Leadership and DevelopmentClient Relationship ManagementBusiness DevelopmentCPA License or EA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Individual Tax ReturnsTrust ReturnsBusiness ReturnsTax PlanningAsset ProtectionSuccession PlanningRetirement OptimizationTax Compliance Software

Soft Skills

Strong Communication SkillsInterpersonal SkillsMentoringDelegationWorkload Management

Tools & Technologies

CCH AxcessGoSystem Tax RS

Certifications & Qualifications

CPA LicenseEA Designation

Industry Keywords

Public AccountingFederal Tax LawsState Tax LawsClient SolutionsProfessional Development

About the role

Key responsibilities & impact

Lead and shape a high-performing team of tax professionals in a growing practice
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 for individuals and small business owners, advising on asset protection, succession planning, and retirement optimization
Manage multiple client relationships and engagements simultaneously, monitoring deadlines, budgets, and deliverables
Supervise and mentor staff preparing returns, providing technical guidance, quality review, 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 and networking and prospecting
Contribute to internal training and professional development initiatives
Influence client outcomes through strategic tax planning and advisory services
Expand client relationship ownership within a Top 20 CPA firm

Requirements

What you’ll need

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 with demonstrated ability to build and maintain trust with clients
Proven ability to lead, coach, and develop a team of tax professionals across multiple concurrent engagements
Effective delegation and workload management skills with a focus on team accountability and quality
Demonstrated ability to mentor junior staff and provide meaningful, growth-oriented feedback
Strong interpersonal skills with the ability to navigate difficult client and team conversations with professionalism and sound judgment
Proficiency in tax compliance and review software (e.g., CCH Axcess, GoSystem Tax RS, or equivalent platforms)
Strong working knowledge of federal and state individual, trust, and pass-through entity tax compliance
Familiarity with financial planning concepts, including asset protection, succession planning, and retirement optimization strategies
Ability to leverage technology and digital tools to enhance client service delivery and engagement efficiency
CPA license or EA designation preferred
Master's degree in Taxation or related field preferred

Benefits

Comp & perks

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
Competitive compensation
Industry-leading benefits
Professional growth and advancement opportunities
Continuous learning opportunities
Collaborative culture
Work/life balance