Aprio · 1 day ago
Senior Tax Manager
Washington, DC
Full-time
Hybrid
Mid, Senior Level
$125K/yr - $220K/yrAprio is a nationally ranked CPA and advisory firm that is passionate about innovation and growth. They are seeking a Senior Tax Manager to lead client relationships and planning, ensuring clients maximize their tax opportunities through effective communication and technical expertise.
AccountingFinancial Services
Responsibilities
Client Relationship & Planning Leadership
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
Tax & Technical Responsibilities
Possess significant hands-on individual tax experience, including the ability to sign simple 1040 returns immediately
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
Cross-Functional Coordination
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
Process & Systems Responsibility
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
Qualification
Required
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
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
Founded in 1952
1001-5000 employees
H1B Sponsorship
Aprio has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (7)
2022 (7)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Leadership Team
Richard Kopelman
Chief Executive Officer
Carolyn O'Boyle
Chief People Officer
Recent News
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