Senior Tax Manager, Private Client Services – HNWI

🔥 2 hours ago

🦀 Maryland – Remote

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💵 $125k - $228k / year

⏰ Full Time

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

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Logo of Aprio

Aprio

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

🏗️ Construction

💰 Debt Financing on 2018-10

Consulting • Healthcare • Construction

Aprio is a comprehensive business advisory, tax, and accounting firm that provides a range of services across various industries including construction, dental, financial services, healthcare, manufacturing, and technology. They offer services such as business valuation, CFO advisory, succession planning, digital advisory, risk management, and compliance. Aprio is involved in areas like blockchain advisory, ERP and business applications, tax consulting, outsourced accounting, and wealth management. With a strong presence in over 50 countries, Aprio is committed to diversity and corporate social responsibility, continually innovating to meet the needs of their diverse clientele.

📋 Description

• 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

• 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

• 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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