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Full-Time

Tax Director

Private Clients Services, Estate, Gift and Trust

Confirmed live in the last 24 hours

Aprio

Aprio

1,001-5,000 employees

Business advisory and accounting services provider

Consulting
Industrial & Manufacturing
Fintech
Financial Services
Real Estate

Compensation Overview

$175k - $320kAnnually

+ Discretionary Incentive Compensation + Incentive Compensation related to Origination of New Client Sales

Expert

Washington, DC, USA

Category
Tax Accounting
Accounting
Requirements
  • 10+ years with estate, gift & trust, and individual income tax returns
  • Extensive knowledge of the preparation/review of trusts, estate, gift tax returns and trust accounting
  • Estate planning experience/expertise
  • Active CPA or CFP license required
  • Degree in Accounting or related field required
  • Masters in Taxation, JD or other applicable advanced degree preferred, but not required
  • Exceptional writing skills
  • Strong accounting, analytical, organizational, and multi-tasking skills
  • Excellent presentation and communication abilities
  • Willingness to travel locally (DC, MD, VA) on a limited basis
Responsibilities
  • Provide tax planning and consulting advice on estate, gift and trust matters
  • Develop and provide tax planning strategies internally and externally
  • Analyze estate planning documents to determine the proper treatment of assets and liabilities for tax purposes
  • Review tax compliance related to estates, gifts and trusts
  • Supervise tax staff to ensure that tax engagements are completed in an efficient and timely manner; Serve as mentor to staff and aid in their development
  • Strengthen existing client relationships and assist in new business development efforts
  • Attend and participate in industry specific forums and networking events
  • Manage key relationships with critical business contacts, clients and referral sources
  • Identify additional opportunities for service growth to offer current clients
  • Act as a firm leader and serve as resident expert for the firm on all estate, gift and trust tax matters

Aprio provides business advisory and accounting services to help companies succeed. The firm specializes in tax, audit, and consulting services, catering to a wide range of clients from startups to established businesses. Aprio's team of experienced professionals collaborates with clients to create customized solutions that enhance growth and efficiency. Unlike many competitors, Aprio emphasizes a collaborative approach and invests in the professional development of its team, which contributes to its strong client relationships and high-quality service. The goal of Aprio is to assist businesses in navigating complex financial challenges and achieving their objectives.

Company Stage

N/A

Total Funding

$8.3M

Headquarters

Sandy Springs, Georgia

Founded

1952

Growth & Insights
Headcount

6 month growth

19%

1 year growth

19%

2 year growth

19%
Simplify Jobs

Simplify's Take

What believers are saying

  • The investment from Charlesbank Capital Partners will enable Aprio to invest in talent, technology, and corporate infrastructure, driving future growth.
  • Aprio's expansion into new markets, such as Texas and international capabilities with the Korean Audit Practice, indicates robust growth opportunities.
  • The addition of high-profile partners and leaders, like Mark Armstrong for the National Healthcare Practice, enhances Aprio's expertise and service offerings.

What critics are saying

  • The professional services market is highly competitive, requiring Aprio to continuously innovate to maintain its edge.
  • Rapid expansion and integration of new talent and practices could strain Aprio's resources and operational efficiency.

What makes Aprio unique

  • Aprio's collaborative approach and award-winning culture set it apart in the professional services market, fostering both client success and employee growth.
  • The strategic growth investment from Charlesbank Capital Partners positions Aprio for accelerated growth and enhanced client service, a significant advantage over competitors.
  • Aprio's broad range of services, from tax and audit to consulting, allows it to serve a diverse clientele, from startups to established enterprises, unlike firms that specialize in narrower niches.