Hybrid Family Office Tax Services Leader – Tax Partner

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About the role

  • Partner role at Aprio driving client engagements while developing talent and contributing to strategic direction. Lead a collaborative team in a growth-oriented, reputable professional services firm.

Responsibilities

  • Lead client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long term strategic direction.
  • 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.
  • Foster a diverse, inclusive, high trust environment that enables teams to excel.

Requirements

  • 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.
  • Deep experience with Family Office (preferred).
  • Experience operating in high growth, multilocation, or national firm environments (preferred).
  • Prior partner or executive leadership experience (preferred).

Benefits

  • Our benefits are designed to give you the flexibility and support you need to thrive both professionally and personally.
  • Competitive compensation and benefits package are thoughtfully designed to help you build a rewarding career.

Job title

Family Office Tax Services Leader – Tax Partner

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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