Senior Tax Manager, Private Client Services/HNWI at Appirio | Torre

Senior Tax Manager, Private Client Services/HNWI

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Full-time

Legal agreement: Employment

Compensation
USD125k - 227k/year
location_on
Remote (for United States residents)
Shared by
Emma of Torre.ai
17 days ago

Responsibilities


Work 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.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.Position Responsibilities:Develop and execute business development strategies aimed at acquiring new clients in the regionServe as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clientsStay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutionsMentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax departmentQualifications:CPA or other relevant credentials requiredRecent work experience with a public accounting firm10+ years of experience in federal tax consulting and/or compliance experience in public accounting preferably in the Private Client/HNWI industryExtensive knowledge in individual taxation and a preference for partnership and fiduciary experience in addition to individual experienceProven success in business developmentExceptional communication and leadership skills, with the ability to build and maintain client relationshipsStrong analytical and problem-solving skills with attention to detailComputer expertise including knowledge of tax software and technologyBachelor’s degree in AccountingMaster’s degree in taxation preferredPerks/Benefits we offer for full-time team members:Medical, Dental, and Vision Insurance on the first day of employmentFlexible Spending Account and Dependent Care Account401k with Profit Sharing9+ holidays and discretionary time off structureParental Leave – coverage for both primary and secondary caregiversTuition Assistance Program and CPA support program with cash incentive upon completionDiscretionary incentive compensation based on firm, group and individual performanceIncentive compensation related to origination of new client salesTop rated wellness programFlexible working environment including remote and hybrid optionsWhat’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.The application window is anticipated to close on August 31, 2026, and may be extended as needed.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.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.