Full-Time

Tax Director

Private Clients Services, Estate, Gift and Trust

Posted on 7/30/2024

Aprio

Aprio

1,001-5,000 employees

Business advisory and accounting services provider

Consulting
Financial Services

Compensation Overview

$175k - $320kAnnually

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

Expert

Washington, DC, USA

Hybrid to Washington DC is preferred.

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, 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

Growth Equity (Non-Venture Capital)

Total Funding

$8.3M

Headquarters

Sandy Springs, Georgia

Founded

1952

Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion into Midwest and Denver positions Aprio for regional economic growth.
  • Acquisition of Securitybricks strengthens Aprio's cybersecurity and compliance offerings.
  • Increased demand for cybersecurity services aligns with Aprio's enhanced capabilities.

What critics are saying

  • Integration challenges with recent acquisitions could strain resources and affect service quality.
  • Expansion into new markets may expose Aprio to unfamiliar regulatory environments.
  • Conservative investment trends in tech could impact Aprio's advisory service demand.

What makes Aprio unique

  • Aprio offers a comprehensive range of services including tax, audit, and consulting.
  • The firm has a strong focus on talent development and client success.
  • Aprio's strategic acquisitions enhance its national presence and service diversification.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Holidays

Parental Leave

Tuition Reimbursement

Performance Bonus

Wellness Program

Flexible Work Hours

Remote Work Options

INACTIVE