Tax Manager

Tax Manager – Dental & Professional Services

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Manager to join their dynamic team. The Tax Manager – Dental & Professional Services is responsible for leading tax compliance, planning, and advisory services for dental practices and related professional service entities. This role manages complex, multi-entity client structures, partners closely with accounting and CAS teams, and supports dentist-owners and practice leadership with proactive tax strategies aligned to operational and growth objectives. The Tax Manager also leads and develops tax staff while ensuring quality, efficiency, and consistency across engagements.

Responsibilities:

• Manage and review federal and state tax returns for dental practices and owners, including 1040s, 1065s, 1120S, and related state filings.
• Oversee tax engagements involving multi-entity structures such as practice entities, real estate entities, management companies, and owner holding companies.
• Provide proactive tax planning for dentist-owners, including entity structuring, reasonable compensation considerations, and timing of income and deductions.
• Identify and communicate tax planning opportunities related to practice growth, acquisitions, buy-ins/buy-outs, equipment purchases, and transitions.

• Partner with CAS and accounting teams to ensure alignment between monthly financials and tax reporting.
• Review tax-impact areas such as depreciation, fixed assets, owner compensation, and entity activity.
• Participate in client onboarding and transitions, ensuring proper tax setup, workflows, and timelines.

• Lead, mentor, and develop tax associates and senior associates supporting dental clients.
• Delegate work across onshore and offshore resources while maintaining accountability for quality and deadlines.
• Provide technical coaching related to dental-specific tax matters and client service expectations.

• Ensure compliance with firm standards, tax laws, and quality control procedures.
• Monitor tax law changes impacting dental and professional services clients and translate implications into actionable guidance.
• Support tax notices, audits, and client inquiries.
• Contribute to process improvement initiatives to increase efficiency and scalability.

Qualifications:

• Bachelor's degree in Accounting required; Master's in Taxation preferred.
• CPA license required.
• 5+ years of U.S. federal tax compliance and consulting experience in public accounting.
• Strong experience with pass-through entities and owner-managed businesses.
• Prior experience managing or reviewing the work of tax staff.
• Prior experience with IRS and state department of revenues responding to notices and letters

• Strong technical tax knowledge relevant to dental and professional services clients.
• Ability to explain tax concepts clearly to non-technical audiences.
• Excellent organizational and deadline management skills.
• Proficiency with tax software and firm technology tools.
• Ability to adapt to change and use AI in a professional setting.
• Collaborative mindset with a focus on integrated service delivery.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What's in it for you:

• Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

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.