Senior Tax Manager

Work with a Top 20 CPA and advisory firm that serves fast-growing industries. Aprio has 40 U.S. office locations, international presence, and over 3,200 team members speaking 60+ languages globally. The firm combines expertise, deep understanding, and strategic foresight to help clients navigate business and life.

About the role

Aprio Advisory Group, LLC is seeking a Senior Tax Manager to join its dynamic team. In this role, you will help clients maximize their opportunities through leadership in client relationships, tax responsibilities, and cross-functional coordination.

Responsibilities

• Client Relationship & Planning Leadership
  • Serve as the primary relationship lead for Atlas clients.
  • Lead planning-focused conversations, including structured touchpoints throughout the year.
  • Build trusting, long-term relationships using open-ended questions, curiosity, and empathy.
  • Identify planning cues from questionnaires, tax returns, system prompts, and client interactions.
  • Translate cues into actionable next steps using standardized playbooks and frameworks.
  • Simplify financial concepts and guide clients through important decisions with clarity.
• Tax & Technical Responsibilities
  • Possess significant hands-on individual tax experience, including the ability to sign simple 1040 returns immediately.
  • Serve as the Tax Job Lead on designated clients when appropriate.
  • Provide light technical explanation during planning discussions without performing full prep or review unless assigned.
  • Identify complexity, planning triggers, and out-of-scope work; escalate items to the CSA and Tax Lead for proper billing and workflow support.
• Cross-Functional Coordination
  • Collaborate closely with CSAs, Wealth Advisors, Tax Leads, and specialist teams.
  • Serve as the central coordinator for client-related tasks, ensuring handoffs are clear and timely.
  • Activate overlays and planning workflows based on client attributes and cues.
  • Maintain and update client notes, planning actions, and engagement details in HubSpot.
• Process & Systems Responsibility
  • Apply Aprio’s Tier + Overlay model consistently across all assigned clients.
  • Use HubSpot, Practice Engine, HubSync, planning dashboards, and standardized workflows to manage client engagements.
  • Monitor cue dashboards and ensure timely completion of planning tasks.
  • Support margin protection by upholding minimum fees, proper scoping, and structured delivery expectations.

Requirements

• Active CPA or EA license.
• Ability to sign simple individual tax returns.
• Significant experience preparing or reviewing 1040s.
• Strong communication and relationship skills.
• Ability to translate tax, financial, and personal context into planning actions.
• High digital and systems fluency.
• Demonstrated curiosity, empathy, and commitment to proactive client service.

Qualifications

Within 18 months of hire, CFP® certification (or completion of all requirements to obtain the certification).

Benefits

• Medical, Dental, and Vision Insurance starting on the first day of employment.
• Flexible Spending Account and Dependent Care Account.
• 401k with Profit Sharing.
• 9+ holidays and a 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.

Why Work For Aprio

• Industry Leadership: Be part of a high-growth firm passionate about innovation.
• Culture: Thirty-one fundamental behaviors guide the "Aprio Way," fostering lasting relationships among team members and clients.
• Team: Work with a high-energy, passionate, and ambitious team in a collaborative environment.
• Entrepreneurship: Freedom to innovate and contribute to the firm’s growth.
• Growth Opportunities: Professional development in an environment that fosters continuous learning and advancement.
• Competitive Compensation: Rewarding pay, industry-leading benefits, and a flexible work environment for work/life balance.