Senior Tax Manager

Aprio • Atlanta, GA

3d • Hybrid

About The Position

Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Manager to join their dynamic team. 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.

Requirements

• 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

Nice To Haves

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

Responsibilities

• 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.
• 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.
• 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.
• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed