Aprio
Aprio3mo ago
USD 125000–220000/yr

Senior Tax Manager, Private Client Services

Washington, D.C.Full Timesenior
Finance & AccountingOtherTax ManagerClient Services
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Quick Summary

Overview

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,

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Finance & AccountingOtherTax ManagerClient Services
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 to join their dynamic team.
  • Client Relationship & Planning Leadership

  • 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.
  • Tax & Technical Responsibilities

  •  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.
  • Cross-Functional Coordination

  • 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.
  • Process & Systems Responsibility
  • 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.
  • Required

  • 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
  • Required Within 18 Months

  • CFP® certification (or completion of all requirements to obtain the certification within 18 months)

    • Listing Details

    Posted
    January 23, 2026
    First seen
    March 26, 2026
    Last seen
    April 24, 2026

    Posting Health

    Days active
    29
    Repost count
    0
    Trust Level
    44%
    Scored at
    April 24, 2026

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    Aprio
    Aprio
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    Aprio is a leading business advisory and accounting firm known for its comprehensive services and client-centric approach.

    Employees
    3k+
    Founded
    1952
    Domain
    aprioboardportal.com
    Jobs
    View 129 jobs
    View company profile

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    AprioSenior Tax Manager, Private Client ServicesUSD 125000–220000
    Apply Now