Lead private client tax engagements for high-net-worth individuals: provide tax planning, compliance, and consulting; drive business development; mentor junior staff; maintain up-to-date tax law knowledge and deliver tailored solutions for partnership and business returns.
Work with a Top 20 CPA and advisory firm that Accounts for Anything. 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.
Join Aprio's Tax team and you will help clients maximize their opportunities. 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.
Position 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
Qualifications:
- 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
The application window is anticipated to close on August 31, 2026, and may be extended as needed.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- 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’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Aprio San Francisco, California, USA Office
150 Post St. Suite 200, San Francisco, United States, 94108
Aprio Walnut Creek, California, USA Office
2185 N California Blvd Suite 350, Walnut Creek, United States, 94596
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