Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Tax Manager, Private Client Services/HNWI

Aprio

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. 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 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 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 options What’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 EMPLOYER

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. #J-18808-Ljbffr Aprio

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Manager, Private Client Services/HNWI in Rockville, MD vacancy
  • Aprio is seeking a Senior Tax Manager in Private Client Services/HNWI to drive growth in the local market. The role emphasizes tax strategy, planning, and client-focused consulting for high-net-worth individuals and families. You will lead business development efforts,... 
    Senior
    Private client
    High net worth
    Local area

    Aprio Austin

    Rockville, MD
    4 days ago
  • Aprio’s Tax team is seeking a Senior Tax Manager, Private Client Services/HNWI to drive growth in the local market. You will lead tax planning, compliance, and consulting for high-profile clients while developing new business opportunities. The role emphasizes deep expertise... 
    Senior
    Private client
    High net worth
    Remote job
    Local area

    Aprio

    Rockville, MD
    3 days ago
  • $112k - $150k

     ...applicants JOB DESCRIPTION Private Client Services at BDO is a boutique practice...  ...people with complicated tax and financial structures. The...  ...planning. Job Summary A Tax Manager, Private Client Services is...  ...Supervises associates and senior associates on all projects.... 
    Private client
    High net worth
    Full time
    Private practice
    Work at office

    BDO USA

    Potomac, MD
    1 day ago
  • $100k - $150k

     ...is a top-ranked accounting, tax, and advisory firm with offices...  ...delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term...  ...are seeking an experienced Tax Manager to join our growing Private Client Services practice. This... 
    Private client
    High net worth
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    Bethesda, MD
    1 day ago
  • DescriptionTax Senior / Tax Manager - Family Office | Rockville, MD (on-site)Are you a tax professional who enjoys variety, high-touch client work, and the opportunity to operate as a trusted partner...  ....Potentially assist with private equity tax compliance matters.Why... 
    Senior
    Private client
    High net worth
    Work at office
    Immediate start
    Flexible hours

    Robert Half

    Rockville, MD
    20 hours ago
  • Tax Manager - Private Client Services at Andersen Application Notice: We encourage you to apply thoughtfully by selecting one position that best matches...  ..., train, mentor, and evaluate Interns, Associates, and Senior Associates. Receive formal PCS and on‑the‑job training... 
    Private client
    Full time
    Work experience placement
    Private practice
    H1b
    Local area
    Work visa

    Andersen

    Mc Lean, VA
    4 days ago
  • A leading accounting firm is seeking a Tax Manager in Potomac, MD, to provide tax compliance and consulting services for high net-worth clients. Responsibilities include managing tax engagements, reviewing various tax returns, and supervising associates. Required qualifications... 
    Private client
    High net worth

    BDO USA

    Potomac, MD
    2 days ago
  • $180k - $225k

     ...for a seasoned Director to join its Private Client Services (PCS) Tax team. This role involves overseeing...  ...as the primary contact for clients, managing all facets of their accounts Deliver...  ...logo and follow our LinkedIn page! Seniority level Seniority level Director Employment... 
    Private client
    High net worth
    Full time
    Local area
    Flexible hours

    Jobot

    Mc Lean, VA
    1 day ago
  • A prestigious CPA firm in Bethesda, Maryland is looking for a Tax Supervisor to lead their tax services team. This role involves overseeing tax preparation, managing client relationships, and mentoring junior staff. The ideal candidate will have a bachelor's degree, CPA... 
    Senior
    High net worth

    Insite US

    Bethesda, MD
    4 days ago
  •  ...Description Position Summary Our client, a well-established real...  ...organization, is seeking a Senior Tax Accountant to join its Tax &...  ..., performing tax research, managing compliance activities, and supporting...  ...with trust accounting, private equity, and state income tax... 
    Senior
    High net worth
    Local area

    TriSource Staffing Solutions

    Rockville, MD
    9 days ago
  • HUB International seeks a Tax Services Manager to lead a client base of high-net-worth individuals and their trusts and businesses. You will oversee complex returns, provide proactive tax planning, and coach Tax Associates within a hybrid, full-time environment. In this... 
    Senior
    High net worth
    Full time

    HUB International

    Mc Lean, VA
    20 hours ago
  • A leading tax advisory firm is seeking a Tax Manager in McLean, Virginia. The role involves overseeing multiple...  ...teams, communicating with clients, and conducting reviews of complex...  ...in accounting with experience in Private Client services and hold a relevant degree. This... 
    Private client

    Andersen

    Mc Lean, VA
    4 days ago
  •  ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time...  ...The firm serves a diverse portfolio of clients across industries and is looking for a...  ...strategic tax planning and compliance services , identifying opportunities for savings... 
    Senior
    High net worth
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Bethesda, MD
    20 hours ago
  • $90k - $130k

    A leading CPA firm is seeking an Audit Manager to lead multiple audit and tax engagements, ensuring high-quality client service. The ideal candidate must have a Bachelor's Degree in Accounting, over five years of audit experience, and a CPA certification. Responsibilities... 
    Senior
    Full time

    Calibre CPA Group, PLLC

    Bethesda, MD
    4 days ago
  • Tax ManagerPosition OverviewWe are seeking an experienced Tax Manager to lead delivery of tax compliance, planning, and advisory services for a diverse portfolio of clients including high-net-worth individuals, trusts and...  ...worth individuals (HNW/HNWI), family offices,... 
    High net worth
    Local area

    CyberCoders

    Rockville, MD
    4 days ago
  • $130.6k - $343.6k

     ...serving the global financial services marketplace and the...  ...side with a range of clients from our most venerable...  ...Markets, Wealth and Asset Management, Insurance, and Real...  ...FSO team! Our Business Tax Advisory practice gives...  ...initiatives. As a Senior Manager in Customer Tax... 
    Senior
    Summer holiday
    Local area
    Immediate start
    Flexible hours

    EY

    Mc Lean, VA
    20 hours ago
  • $99.75k - $262.5k

     ...is responsible for advising clients on the international...  ...methods of complying with tax obligations in addition to...  ...industry and the Expatriate Services specialization. Managing staff assignments, financial...  ...Expatriate Services Associates and Senior Associates on assigned... 
    Senior
    Work experience placement
    Work at office
    Worldwide

    BDO USA

    Mc Lean, VA
    4 days ago
  • $125k - $191k

    Join to apply for the Tax Manager role at Weaver 2 weeks ago...  ...Experience Weaver is a full-service national accounting,...  ...! We serve a variety of clients in multiple industries from private equity-backed clients...  ...Referral Program eligible. Seniority level Seniority level... 
    Private client
    High net worth
    Full time
    Flexible hours

    Weaver

    Bethesda, MD
    1 day ago
  •  ...Tax Manager – Fully Remote | Public Accounting Firm Location: Remote (U.S.-based) Job...  ...Type: Full-time About the Firm: Our client is a well-established and rapidly...  ...comprehensive tax, advisory, and accounting services to a diverse client base. Known for its... 
    High net worth
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Gaithersburg, MD
    2 days ago
  • $83.92k - $125.88k

     ...StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth...  ...advice, counsel and/or facilitating services to others in area of specialization....  ...Small Business Partners, Relationship Manager, etc.)Organize client events to enhance... 
    Private client
    High net worth
    Full time
    Work at office

    Citigroup

    Rockville, MD
    3 days ago
  • $83.92k - $125.88k

     ...StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role....  ...decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and... 
    Private client
    High net worth
    Full time
    Work at office

    Citigroup

    Rockville, MD
    2 days ago
  • $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 worth
    Work at office
    Local area

    Deloitte

    McLean, VA
    20 hours ago
  •  ...Description Senior Tax Manager- (US- Rockville, Hybrid) What to expect...  ...and drive growth - for our clients, for ourselves and for our...  .... The professional services landscape continues to evolve...  ...offers the public and private sectors a varied platform of... 
    Senior
    Full time
    Contract work
    Work at office
    Local area
    Remote work
    Flexible hours

    Sikich

    Rockville, MD
    2 days ago
  • Apex Companies is seeking a Senior Project Manager to lead our Industrial Hygiene team from Rockville, MD. You will oversee a diverse portfolio...  ...hazardous materials projects for federal, municipal, and private clients across the DC area. Responsibilities include developing... 
    Senior
    Private client

    Apex Companies, LLC

    Derwood, MD
    4 days ago
  • $130k - $155k

    Job Title: Tax ManagerLocation: On-SiteSalary Range: $130,000 -...  ...is seeking an experienced Tax Manager to join its growing tax leadership...  ...face-to-face mentorship and client engagement. If you are a...  ...and evaluate the performance of senior and staff tax accountants in the... 
    High net worth
    Work at office
    Local area

    CyberCoders

    Rockville, MD
    2 days ago
  •  ...fast-growing industries, Aprio ensures clients are prepared for wherever life or...  ...their dynamic team. The Onboarding Manager, Client Accounting Services is responsible for delivering a best-...  ...Advisory Group, LLC providing non-attest tax and consulting services, and Aprio,... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Jobtailor

    Rockville, MD
    2 days ago
  •  ...Rockville, Maryland, is seeking a Senior Accounting Associate to join its Real Estate Client Accounting Services team. This role requires 3-5...  ...of experience in public or private accounting and offers...  ...financial statements, perform tax services, and support client... 
    Senior
    Remote job

    Aprio

    Rockville, MD
    3 days ago
  • $130k - $150k

    Job Title: Tax Services Manager Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus...  ...and preparation services for wealth clients on behalf of HUB Investment Partners,...  ...client service. About HUB Retirement & Private Wealth (RPW) We lead our communities... 
    High net worth
    Full time
    Local area
    Monday to Friday

    HUB International

    Mc Lean, VA
    20 hours ago
  • BDO USA, LLP is seeking a Tax Manager to provide tax compliance and consulting services to clients in the Alternative Investments practice. The role involves managing engagement projects, delivering high-quality services, and ensuring compliance with all applicable tax... 
    Senior

    BDO USA, LLP

    Mc Lean, VA
    1 day ago
  •  ...Inc. (AMT) is Growing! We are seeking a Senior Structural / Bridge Engineer with 10+ years...  ...strong design and technical skills, manage tasks and projects, mentor younger staff...  ...of transportation, county, municipal and private clients and will be offered the opportunity to work... 
    Senior
    Private client
    Full time
    Temporary work
    Local area
    Flexible hours
    Night shift

    AMT Engineering

    Rockville, MD
    1 day ago

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!