Senior Tax Manager

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Key Responsibilities Serve as the primary relationship lead for Atlas clients Lead planning-focused conversations, including structured touchpoints throughout the year. Build trusting, long-term relationships using open-ended questions, curiosity, and empathy. Identify planning cues from questionnaires, tax returns, system prompts, and client interactions. Translate cues into actionable next steps using standardized playbooks and frameworks. Simplify financial concepts and guide clients through important decisions with clarity. Possess significant hands-on individual tax experience, including the ability to sign simple 1040 returns immediately. Serve as the Tax Job Lead on designated clients when appropriate. Provide light technical explanation during planning discussions without performing full prep or review unless assigned. Identify complexity, planning triggers, and out-of-scope work; escalate items to the CSA and Tax Lead for proper billing and workflow support. Collaborate closely with CSAs, Wealth Advisors, Tax Leads, and specialist teams Serve as the central coordinator for client-related tasks, ensuring handoffs are clear and timely. Activate overlays and planning workflows based on client attributes and cues. Maintain and update client notes, planning actions, and engagement details in HubSpot. Apply Aprio’s Tier + Overlay model consistently across all assigned clients. Use HubSpot, Practice Engine, HubSync, planning dashboards, and standardized workflows to manage client engagements. Monitor cue dashboards and ensure timely completion of planning tasks. Support margin protection by upholding minimum fees, proper scoping, and structured delivery expectations. Requirements Active CPA or EA license Ability to sign simple individual tax returns Significant experience preparing or reviewing 1040s Strong communication and relationship skills Ability to translate tax, financial, and personal context into planning actions High digital and systems fluency Demonstrated curiosity, empathy, and commitment to proactive client service CFP® certification (or completion of all requirements to obtain the certification within 18 months) #J-18808-Ljbffr