Tax Partner | Private Client Services

Responsibilities

Client Leadership & Service Delivery

• Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.

• Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.

• Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.

• Drive exceptional client experiences aligned with Aprio’s service standards.

Business Development & Growth

• Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.

• Build and maintain strong referral networks, strategic partnerships, and market relationships.

• Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.

• Represent Aprio internally and externally as a leader committed to firm culture and values.

Talent Development & Team Leadership

• Recruit, mentor, and develop top talent within the practice area.

• Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.

• Provide performance oversight, career coaching, and succession planning support.

• Foster a diverse, inclusive, high trust environment that enables teams to excel.

Qualifications

Required

• 12+ years of experience and demonstrated track record of leadership within a professional services firm.

• Strong technical expertise in the relevant discipline (Tax, Private Client Services).

• Proven success driving revenue growth, client expansion, and practice development.

• Reputation for exceptional client service, strategic thinking, and collaborative leadership.

• Demonstrated ability to mentor, inspire, and build high performing teams.

• High ethical standards.

Preferred

• Experience operating in high growth, multilocation, or national firm environments.

• Prior partner or executive leadership experience.