Senior Tax Manager, Private Client Services/HNWI
$125k - $228kAprio
Rockville, MD / Chicago, IL / Columbia, MD / Arlington, VA / Atlanta, GA / Austin, TX / Charlotte, NC / Dallas, TX / Fort Lauderdale, FL / Houston, TX / Little Falls, NJ / Minneapolis, MN / Nashville, TN / Raleigh, NC / Overland Park, KSTax – Tax /Full Time /RemoteWork 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 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 preferred $125,000 - $227,999 a yearThe salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on August 31, 2026, and may be extended as needed.Why work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.Perks/Benefits we offer for full-time team members:- 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 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.EQUAL OPPORTUNITY EMPLOYERAprio 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.
$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have... ...Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates...Private clientHigh net worthPrivate practiceWork at office- ...AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace... ...CPA firm.We are looking for a Senior Tax Manager to join our High Net Worth (aka Family... ...and sustaining excellent client relationships to a level of becoming...SeniorHigh net worthFull timeContract workWork at officeFlexible hours
$113.15k - $270.02k
At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic... ...a commitment to providing outstanding client service today, and tomorrow. You will be able... ...is currently seeking a SALT Direct Tax Senior Manager, Shared Services to join our Delivery...SeniorWork at officeLocal area- ...About the job Senior Tax Manager The Opportunity: We are seeking an experienced Senior... ..., and the ability to manage complex client relationships. The ideal candidate will... ...accuracy in tax preparation and advisory services. Qualifications: Education:...SeniorHigh net worthLocal areaImmediate start
$98k - $162.5k
...driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every... ...and existing clients in partnership with a private bank credit team. Key responsibilities include independently managing transactions or portfolios of moderate to high...SeniorPrivate clientHigh net worthFull timeBank staffWork at officeDay shift- ...detail-oriented, and experienced REMOTE Senior Tax Manager to join our remote team. This is an... ...path High net worth focus - average client is over $10 million in net worth Small... ...tax engagements to deliver quality tax services for our clients. 2. Review and prepare...SeniorHigh net worthWork at officeLocal areaRemote work
$78.5k
..., law firms, banks and private equity firms on their most... ..., navigating crises, managing risk and optimizing... ...practice focuses on our clients’ strategic, operational... ...markets that serve it. Our services are designed to create integrated financial, tax and real estate...SeniorPrivate clientFull timeWork experience placementVisa sponsorshipWork visa- ...AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace... ...operating companies backed by private equity. The ideal candidate will demonstrate... ...K reporting matters, including managing multiple projects and customer...SeniorFull timeContract workWork at officeLocal areaRemote workFlexible hours
- ...We are seeking a Senior Fund Accountant to join... ...largest real estate private equity fund administrator... ...and providing clients with exceptional services. What it Means to... ...have the flexibility to manage your days in support... ...general accounting and tax planning to outsourced...SeniorPrivate clientHigh net worthLocal area
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located... ...licensed CPA firm.Job SummaryWe are looking for a Tax Senior Manager to join our Financial Services Practice group. This...SeniorFull timeContract workWork at officeFlexible hours
$110k - $140k
...with a top CPA and advisory services firm in the financial capital... ...We are searching for a Audit Manager / Senior Audit Associate with experience... ...S-Corps) and high net worth clients. Caliber Recruiting Group... ...firms that do complex business tax and assurance work and also provide...SeniorHigh net worthWork at officeRemote workFlexible hours- ...AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace... ...seeking an experienced M&A Tax Senior Manager to lead the day-to-day execution of... .... This role is highly visible and client-facing, with responsibility for...SeniorFull timeContract workWork at officeLocal areaRemote workFlexible hours
$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on... ...ability to interact with clients on their personal tax matters... ...If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a great... ...entry-level employees to senior leaders, we believe there’...High net worthWork at officeLocal area$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located... ...licensed CPA firm.Job SummaryWe are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate will...SeniorFull timeContract workWork at officeLocal areaRemote workFlexible hours
- ...Alternative Investments Middle Office Support Senior Consultant (Customer Service Specialist) to join the Alternative... ...team within Wealth and Investment Management. This high-touch service team... ...supportTroubleshoot and resolve escalated advisor or client-service issues, including...SeniorHigh net worthFull timeWork experience placementWork at officeImmediate startFlexible hours
- ...Job Description Job Description Tax Manager / Senior Tax Manager (Hybrid) Leading Boutique CPA Firm Charlotte, NC Hybrid Schedule... ...an outstanding reputation not only for the quality of its client service, but also for its commitment to creating a genuinely...SeniorHigh net worthWork at officeFlexible hours
- ...Senior Account Manager, Employee Health & Benefits Award-winning, inclusive, Top Workplace... ...employee health & benefits, retirement, and private client insurance solutions to organizations... ...America, we combine the personalized service model of a local consultant with the...SeniorPrivate clientWork at officeLocal areaFlexible hoursNight shift
$95.4k - $180.4k
...provider of professional services to the middle market... ...change, empowering our clients and people to realize their... ...within RSM’s Corporate Tax services will provide... ...to help our public and private multinational corporate... ...obligations, while managing the impact tax has on their...Private clientFull timeWork experience placementInternshipLocal area- ...division of MMA Securities LLC. Senior Compliance Client Service Manager Our not-so-secret sauce... ...health & benefits, retirement, and private client insurance solutions to organizations... ...Qualified Pension Administrator (QPA); Tax-Exempt & Governmental Plan...SeniorPrivate clientLocal areaFlexible hoursNight shift
$124k - $335k
...SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior... ...PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...deeper level of sophistication. As a Senior Manager you are expected to lead large...SeniorFull timeH1b$140k - $155k
...to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with... ...positioning, retirement income, tax management services, cash management, and... ...worth clients, advisors, and senior leadershipStrong analytical...Private clientHigh net worthFull timeWork at officeFlexible hours$106.5k - $195.1k
...living your perfect career? EY Private Tax is a growing practice within... ...held companies. These clients span from family‑owned businesses... ...to progress to senior manager. Your Key Responsibilities Preparing... ...private client tax advisory services. Identifying and communicating...Private clientWork experience placementSummer holidayFlexible hours- ...skilled and detail-oriented Senior Accounting Manager with a specialization in trust... ...working with high‑net‑worth clients and complex financial... ...and regulatory requirements. Tax Compliance: Work closely with... ...Background in public accounting, private wealth management, or a...SeniorHigh net worthWork at officeImmediate start
- ...Corporate Tax Manager As the Corporate Tax Manager, you'll be a member... ...tax relationship with the client, and you will help with the engagement... ...multiple clients for your service line – all with the resources... ..., training, and mentoring senior associates, associates and...Full timeWork at officeLocal area
$130k - $170k
...Tax Senior Manager Who: An accomplished CPA, EA, or equivalent-certified tax leader with 7+ years of experience in public accounting, consulting... ...leading teams, reviewing complex returns, and advising clients on strategic tax matters. When: Available now for full-time...SeniorFull timeWork at office$125k - $160k
...will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills with real estate clients Serve as clients... ...clients. Working closely with staff, and assisting senior management in mentoring, coaching, training,...Senior$160k
...Senior Tax Accounting Manager North Atlanta (On-site) A global manufacturing company with $4B+ in annual revenue is seeking a Senior Tax Accounting Manager to lead ASC 740 reporting and tax provision processes for a growing team of nine. What You'll Do: Lead...Senior- ...building something special—a Tax & Accounting firm where YOU... ...building: About the Role As a Senior Tax Manager, you will lead complex tax... ...as a trusted advisor to clients across a variety of industries... ...planning, and tax strategy services for clients. Provide technical...SeniorLocal area
- ...Job Summary A Senior Tax Manager works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements... ...to providing consulting and compliance tax services, our professionals offer several additional...SeniorWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Manager, Private Client Services/HNWI. Be the first to apply!
- indirect tax manager Charlotte, NC
- tax manager Charlotte, NC
- property tax manager Charlotte, NC
- sr tax manager Charlotte, NC
- senior tax director Charlotte, NC
- transfer pricing tax manager Charlotte, NC
- remote tax manager Charlotte, NC
- state tax manager Charlotte, NC
- hedge fund private equity tax manager Charlotte, NC
- sales & use tax manager Charlotte, NC

