Tax Partner, Private Client Services

AtAprio, we empower partners to grow, innovate, and lead with purpose.

• 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.
• 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.
• 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.

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