Senior Tax Manager, Private Client Services/HNWI
Aprio•Chicago, FL
•Hybrid
About The Position
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.
Requirements
- 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
Nice To Haves
- Master’s degree in taxation preferred
Responsibilities
- 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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
