Senior Tax Manager, Private Client Services/HNWI

Position Responsibilities

• Develop and execute business development strategies aimed at acquiring 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 the unique needs of our clients
• 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

Qualifications

• CPA or other relevant credentials required
• Recent work experience with a public accounting firm
• 10+ years of experience in federal tax consulting and/or compliance experience in public accounting, preferably in the Private Client/HNWI industry
• Extensive knowledge in individual taxation and a preference for partnership and fiduciary experience in addition to individual experience
• 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

Salary and Benefits

• $125,000 - $227,999 a year
• 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
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

About Aprio

• Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Private Client Services/HNWI to join their dynamic team.
• Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
• We offer an opportunity to grow with a future-focused, innovative firm.

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.