Senior Tax Manager/Manager - Private Client Services

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 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, LLP is a progressive, fast-growing firm looking for a Senior Tax Manager or Manager - Private Client Services / HNWI to join their dynamic team.

Position Responsibilities :

Aprio's tax professionals are committed to exceptional client service and developing and implementing intelligent strategies that can reduce our clients' tax bills.

Our Tax Professionals are responsible for the delivery of tax services for multiple clients in a variety of industries. Responsibilities include interacting closely with clients to provide tax planning, consulting, and compliance services and working closely with partners on delivering innovative tax planning strategies.

This role calls for minimal travel.

Position Responsibilities

• Interacting closely with clients to provide tax planning, consulting, and compliance services benefitingclients particularly in the Private Client Services / HNWIs industry
• Develop and implement tax strategies that optimize our company's tax position while considering business goals, industry trends, and regulatory changes
• Collaborate with clients and provide proactive tax advice and solutions
• Lead and manage a team of tax professionals, providing guidance, mentorship, and support to foster their growth and development
• Build and maintain strong client relationships through exceptional service
• Coordinate workload distribution, projects, and training initiatives within the tax department

Qualifications :

• Five+ (5) or more years experience; recent public accounting experience required
• 3+ years experience in Private Client Services / HNWIs
• A CPA is required for this role
• Excellent written and verbal communication skills with the ability to evaluate and articulate complex information
• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat required
• Computer expertise including knowledge of tax software and technology

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.