Family Office Tax Services Leader - Tax Partner

About Aprio

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. 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.

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. At Aprio our benefits are designed to give you the flexibility and support you need to thrive both professionally and personally. Our culture, opportunities and competitive compensation and benefits package are thoughtfully designed to help you build a rewarding career. Learn more: The Benefits of Joining Aprio

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

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

EQUAL OPPORTUNITY EMPLOYER

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.

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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.