Aprio

Senior Tax Manager

Aprio

full-time

Posted on:

Location Type: Hybrid

Location: Washington, D.C. • Washington • United States

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Salary

💰 $125,000 - $220,000 per year

Job Level

Senior

About the role

  • 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.

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CPAEA1040 preparationtax return reviewfinancial planningclient engagement managementplanning workflowsplanning dashboardsclient notes managementbilling support
Soft Skills
communicationrelationship buildingcuriosityempathyproactive client serviceorganizational skillsclarity in explanationcollaborationtrust buildingproblem-solving
Certifications
CPAEACFP®