
Senior Tax Manager, Private Client Services/HNWI
Role description
From the employerWork with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has
40 U.S. office locations, as well as international office locations and more
than 3,200 team members that speak 60+ languages across the globe. By bringing
together proven expertise, deep understanding, and strategic foresight for
fast-growing industries, Aprio ensures clients are prepared for wherever life or
business may take them. Discover a top-rated culture, vast growth opportunities
and your next big career move with Aprio.
Join Aprio's Tax team and you will help clients maximize their opportunities.
Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager,
Private Client Services/HNWI to join their dynamic team.
This role is pivotal to driving strategic growth in the local market, with a
strong emphasis on business development. The ideal candidate will have deep
expertise in taxation, extensive client-facing experience, and a proven track
record in generating new business opportunities.
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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
- Bachelor’s degree in Accounting
- Master’s degree in taxation preferred
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$125,000 - $227,999 a year
The salary range for this opportunity is stated above. As such, an actual salary
may fall closer to one or the other end of the range, and in certain
circumstances, may wind up being outside of the listed salary range.
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The application window is anticipated to close on August 31, 2026, and may be
extended as needed.
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.