Senior Tax Manager, Private Client Services – HNWI

Aprio

Senior Tax Manager contributing to business development and client services for Aprio's tax team. Engaging with high-profile clients and mentoring junior staff in a dynamic environment.

Posted 7/28/2026full-timeRemote • Maryland • 🇺🇸 United StatesSenior💰 $125,000 - $227,999 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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