Aprio Verified 8h ago
Tax Manager, Private Client
Bellevue, WAAll locationsBellevue, WAAtlanta, GAPhoenix, AZWoodland Hills, CAWestminster, COWalnut Creek, CAScottsdale, AZSan Francisco, CAPortland, ORLos Angeles, CAIrvine, CAHouston, TXDenver, CODallas, TXAustin, TX Remote
$98,500–$164,000 a yearPay$98,500–$164,000
TypeFull-time
Work settingRemote
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
We are seeking a technically strong and client-focused Tax Manager focused on Individual Tax. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal candidate will be passionate about tax planning, financial consulting, and building long-term client relationships.
What you'll bring
- EA considered.
- 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.
- The salary range for this opportunity is stated above.
- As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
- The application window is anticipated to close on August 1, 2026, and may be extended as needed.
- CFP certification or willingness to obtain CFP preferred
- CPA preferred
Benefits
401(k)Parental LeaveTuition AssistanceVision Insurance
Locations
Bellevue, WAAtlanta, GAPhoenix, AZWoodland Hills, CAWestminster, COWalnut Creek, CAScottsdale, AZSan Francisco, CAPortland, ORLos Angeles, CAIrvine, CAHouston, TXDenver, CODallas, TXAustin, TX