Senior Tax Manager for Aprio Advisory Group, LLC, in Walnut Creek, CA
Walnut Creek, CA
Tax – Tax /
Full Time /
Hybrid
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Duties:
- 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.
Minimum 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. Email Resume to human.relations@aprio.com
$138,944 - $202,500 a year
Hours: 40 + hrs/week
Employer: Aprio Advisory Group, LLC
Location: 2185 N California Blvd, Suite 350, Walnut Creek, CA 94596
Contact: Jan Whalen
Email resume to:human.relations@aprio.com
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- 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
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
