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- 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,...SeniorPrivate clientHigh net worthLocal area
- 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...SeniorPrivate clientHigh net worthRemote jobLocal area
$112k - $150k
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...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 clientHigh net worthFull timePrivate practiceLocal area3 days per week- 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...SeniorPrivate clientHigh net worthWork at officeImmediate startFlexible hours
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...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 clientHigh net worthFull timeLocal areaFlexible hours- 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...SeniorHigh net worth
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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...SeniorFull time- 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 worthLocal area
$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...SeniorSummer holidayLocal areaImmediate startFlexible hours$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...SeniorWork experience placementWork at officeWorldwide$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 clientHigh net worthFull timeFlexible hours- ...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 worthFull timeRemote workFlexible hours
$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 clientHigh net worthFull timeWork at office$83.92k - $125.88k
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...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- ...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...SeniorFull timeContract workWork at officeLocal areaRemote workFlexible hours
- 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...SeniorPrivate client
$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 worthWork at officeLocal area- ...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 timeWork at officeLocal areaRemote workFlexible hours
- ...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...SeniorRemote job
$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 worthFull timeLocal areaMonday to Friday- 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
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