Tax Partner, Insurance

Position Overview

The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long‑term strategic direction. Partners act as stewards of the Aprio brand, delivering excellence in client service while driving revenue growth, operational effectiveness, and cross‑firm collaboration.

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.

Required

• 12+ years of experience and a demonstrated track record of leadership within a professional services firm.
• Strong technical expertise in the relevant discipline (Tax).
• 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

• Deep Insurance industry experience.
• Experience operating in high‑growth, multilocation, or national firm environments.
• Prior partner or executive leadership experience.

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.