Client Services Executive role supporting legal advisors in a hybrid setting with a focus on client service and organization duties.
About the role
- Tax Manager in Aprio's Tax team, maximizing client opportunities and ensuring team excellence at a top CPA firm.
Responsibilities
- Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members.
- Developing and implementing tax strategies. This will involve staying up-to-date with changing tax laws and regulations and identifying opportunities for tax planning.
- Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring.
- Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning.
- Responsible for preparing and reviewing tax returns for clients, ensuring that they comply with relevant tax laws and regulations.
- Responsible for communicating with clients and stakeholders, including tax authorities and other regulatory bodies, to ensure that all tax-related matters are handled effectively and efficiently.
- Manage client relationships and ensure that clients are satisfied with the services provided by your team.
- Training and mentoring team members
Requirements
- Bachelor's degree in Accounting
- Master’s degree in Taxation preferred
- Recent experience working in a public accounting firm
- 6+ experience years of federal tax consulting and/or compliance experience in accounting
- CPA is preferred
- Experience in S-Corp, Partnership returns, Individual and Corporate.
- Exceptional verbal and written communication skills
- Computer expertise including knowledge of tax software and technology
- Experience managing a team
- Willing to work hybrid
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
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