Family Office Tax Services Leader | Tax Partner position at Aprio.| United States

_2026-03-25 bot

Aprio Family Office Tax Services Leader | Tax Partner

Experience: 12-years

Pattern: Executive

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New York, NY....United States

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<p> </p><h3><span data-contrast="auto">About Aprio</span><span data-ccp-props="{}"> </span></h3> <p></p> <p> </p><p><span data-contrast="auto">At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals seek more than just a position — they seek a growth platform where contributions are valued and rewarded.</span><span data-ccp-props="{}"> </span></p> <p></p> <p> </p><p><span data-contrast="auto">If you’re looking for a collaborative, entrepreneurial firm that provides boundless opportunities to take your practice to the next level, we invite you to… Grow with Aprio.</span><span data-ccp-props="{}"> </span></p> <p></p> <p> </p><h3><span data-contrast="auto">Position Overview</span><span data-ccp-props="{}"> </span></h3> <p></p> <p><span data-contrast="auto">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.</span><span data-ccp-props="{}"> </span></p>\n<p></p><p><br></p><b>Responsibilities </b><div> <div> <div> <h3><span data-contrast="auto">Client Leadership & Service Delivery</span><span data-ccp-props="{}"> </span></h3> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Drive exceptional client experiences aligned with Aprio’s service standards.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <h3><span data-contrast="auto">Business Development & Growth</span><span data-ccp-props="{}"> </span></h3> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Build and maintain strong referral networks, strategic partnerships, and market relationships.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Represent Aprio internally and externally as a leader committed to firm culture and values.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <h3><span data-contrast="auto">Talent Development & Team Leadership</span><span data-ccp-props="{}"> </span></h3> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Recruit, mentor, and develop top talent within the practice area.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> </div> <div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Provide performance oversight, career coaching, and succession planning support.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Foster a diverse, inclusive, high trust environment that enables teams to excel.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> </div> </div><p><br></p><b>Qualifications</b><div> <p><strong>Required</strong></p> <ul type="disc"> <li> <p>12+ years of experience and demonstrated track record of leadership within a professional services firm.</p> </li> <li> <p>Strong technical expertise in the relevant discipline (Tax, Private Client Services).</p> </li> <li> <p>Proven success driving revenue growth, client expansion, and practice development.</p> </li> <li> <p>Reputation for exceptional client service, strategic thinking, and collaborative leadership.</p> </li> <li> <p>Demonstrated ability to mentor, inspire, and build high performing teams.</p> </li> <li> <p>High ethical standards.</p> </li> </ul> <p><strong>Preferred</strong></p> <ul type="disc"> <li> <p>Deep experience with Family Office. </p> </li> <li> <p>Experience operating in high growth, multilocation, or national firm environments.</p> </li> <li> <p>Prior partner or executive leadership experience.</p> </li> </ul> </div><p><br></p><p></p>\n<p> </p><h3><span data-contrast="auto">EQUAL OPPORTUNITY EMPLOYER</span><span data-ccp-props="{}"> </span></h3> <p></p> <p> </p><p><span data-contrast="auto">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.</span><span data-ccp-props="{}"> </span></p> <p></p> <p> </p><p><span data-contrast="auto">Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.</span><span data-ccp-props="{}"> </span></p> <p></p>

Family Office Tax Services Leader | Tax Partner job opportunity at Aprio.

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