Senior Tax Manager, Private Client Services/HNWI
AprioRockville, MD
Full Time
Posted July 28, 2026
$125k - $228k
Power Generation
Remote
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Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key 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
Requirements
- 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
Ready to Apply?
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