Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Manager to join their dynamic team.

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.

Qualifications:

• 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

Required Within 18 Months:

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

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.