Senior Tax Manager, Private Client Services/HNWI

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. 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 **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 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

### Qualifications

• 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