Tax Senior Manager or Manager, Private Client Services - Estate, Gift and Trust

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 is a progressive, fast-growing firm looking for a Tax Senior Manager or Manager, Private Client Services - Estate, Gift and Trust to join their dynamic team.

Aprio has an immediate opening for a Tax Senior Manager or Manager to join our Estate, Gift and Trust Specialty Tax Services Group within the Tax Practice.

Our professionals in this group apply extensive specialty knowledge in their delivery of efficient and innovative tax services to entrepreneurs and family groups in the Greater Washington DC area.

Hybrid to Washington DC is preferred, but strong remote candidates will be considered for the role .

Position Responsibilities :

• Provide tax planning and consulting advice on estate, gift and trust matters
• Develop and provide tax planning strategies internally and externally
• Analyze estate planning documents to determine the proper treatment of assets and liabilities for tax purposes
• Review tax compliance related to estates, gifts and trusts
• Supervise tax staff to ensure that tax engagements are completed in an efficient and timely manner; Serve as mentor to staff and aid in their development
• Strengthen existing client relationships and assist in new business development efforts
• Attend and participate in industry specific forums and networking events
• Manage key relationships with critical business contacts, clients and referral sources
• Identify additional opportunities for service growth to offer current clients
• Act as a firm leader and serve as resident expert for the firm on all estate, gift and trust tax matters

Qualifications :

• 7-15 years with estate, gift & trust, and individual income tax returns
• Extensive knowledge of the preparation / review of trusts, estate, gift tax returns and trust accounting
• Estate planning experience / expertise
• Active CPA or CFP license highly preferred
• Degree in Accounting or related field required
• Masters in Taxation, JD or other applicable advanced degree preferred, but not required
• Exceptional writing skills
• Strong accounting, analytical, organizational, and multi-tasking skills
• Excellent presentation and communication abilities
• Willingness to travel locally (DC, MD, VA) on a limited basis

$100,000 - $220,000 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.

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.