Senior Tax Manager, Private Client Services/HNWI
Work with a Top 20 CPA and advisory firm that accounts for anything. Aprio has 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages globally. By combining proven expertise, deep industry understanding, and strategic foresight for fast-growing sectors, Aprio ensures clients are prepared for any business or personal milestone.
About the role
Aprio is seeking a Senior Tax Manager, Private Client Services/HNWI to join its progressive, fast-growing tax team. This pivotal role drives strategic growth in the local market with a strong emphasis on business development. The ideal candidate will have deep tax expertise, extensive client-facing experience, and a proven track record in generating new business opportunities.
Responsibilities
- Develop and execute business development strategies to acquire new clients in the region
- Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to their unique needs
- Stay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutions
- Mentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax department
Requirements
- CPA or other relevant credentials required
- Recent work experience with a public accounting firm
- 10+ years of federal tax consulting and/or compliance experience in public accounting, preferably in the Private Client/HNWI industry
- Extensive knowledge in individual taxation; partnership and fiduciary experience preferred
- Proven success in business development
- Exceptional communication and leadership skills, with the ability to build and maintain client relationships
- Strong analytical and problem-solving skills with attention to detail
- Computer expertise including knowledge of tax software and technology
- Bachelor’s degree in Accounting
- Master’s degree in taxation preferred
Pay
$125,000 - $227,999 a year
Benefits
- Medical, Dental, and Vision Insurance effective 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 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 for originating new client sales
- Top-rated wellness program
- Flexible working environment including remote and hybrid options
Why work here
- Industry leadership: Be part of a high-growth firm passionate about innovation and what’s next.
- Culture: Thirty-one fundamental behaviors guide daily interactions, ensuring an exceptional experience for team members and clients—known as the Aprio Way.
- Team: Collaborate with a high-energy, passionate, and ambitious team in a supportive environment.
- Entrepreneurship: Freedom to innovate and bring ideas to help grow Aprio into the CPA firm of choice nationally.
- Growth: Professional development in an environment that fosters continuous learning and advancement.
- Compensation: Competitive pay, industry-leading benefits, and a flexible work environment for work/life balance.