A Senior Tax Manager in Private Client Services at Aprio is responsible for leading tax planning and compliance for high-net-worth clients, providing strategic advice, and managing client relationships within a dynamic, growth-oriented CPA and advisory firm.
Key Responsibilities
Manage and oversee private client tax engagements and compliance.
Provide tax planning and advisory services to high-net-worth clients.
Supervise and review work of junior staff and ensure accuracy of tax returns.
Develop and implement tax strategies to optimize client tax positions.
Maintain client relationships and identify opportunities for additional services.
Requirements
Possess a minimum of 5 years of experience in tax services, with a focus on private client services.
Have a CPA license or equivalent certification required for senior tax management roles.
Demonstrate strong technical knowledge of federal and state tax laws applicable to private clients.
Show proven experience in managing and leading tax engagements and teams within a CPA or advisory firm.
Possess excellent communication skills to effectively interact with clients and team members.
Have the ability to analyze complex tax issues and develop strategic solutions for clients.
Be capable of overseeing tax compliance and planning for high-net-worth individuals and private clients.
Maintain a thorough understanding of current tax regulations and industry best practices relevant to private client services.
Possess the ability to work in a fast-paced environment, managing multiple client engagements simultaneously.
Be willing to work in a hybrid or remote working environment as required by the firm.
Benefits & Perks
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