Senior Tax Manager - Private Client Services - Aprio
Charlotte, NC 28201
About the Job
Charlotte, NC / Mooresville, NC / Mount Airy, NC / Raleigh, NC / Greensboro, NC / Atlanta, GA / Austin, TX / Birmingham, AL / Fairfield, NJ / Fort Lauderdale, FL / Hackensack, NJ / Nashville, TN / San Antonio, TX / Washington, D.C.Tax – Tax /Full Time /RemoteWork with a nationally ranked CPA and advisory firm that is passionate for what's next
Aprio has 22 U.S
office locations, one in the Philippines and more than 2,100 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. Position Responsibilities:Aprio’s tax professionals are committed to exceptional client service and developing and implementing intelligent strategies that can reduce our clients' tax bills. Our Tax Professionals are responsible for the delivery of tax services for multiple clients in a variety of industries
Responsibilities include interacting closely with clients to provide tax planning, consulting, and compliance services and working closely with partners on delivering innovative tax planning strategies
This role calls for minimal travel.Position ResponsibilitiesInteracting closely with clients to provide tax planning, consulting, and compliance services benefiting clients particularly in the Private Client Services/HNWIs industry Develop and implement tax strategies that optimize our company's tax position while considering business goals, industry trends, and regulatory changesCollaborate with clients and provide proactive tax advice and solutionsLead and manage a team of tax professionals, providing guidance, mentorship, and support to foster their growth and developmentBuild and maintain strong client relationships through exceptional serviceCoordinate workload distribution, projects, and training initiatives within the tax departmentQualifications: 7+ or more years experience; recent public accounting experience required3+ years experience in Private Client Services/HNWIsA CPA is required for this roleExcellent written and verbal communication skills with the ability to evaluate and articulate complex informationProficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat requiredComputer expertise including knowledge of tax software and technology$135,000 - $220,000 a yearThe salary range for this opportunity is stated above
As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.The application window is anticipated to close on 12/6/2024 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 optionsWhat’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 EMPLOYERAprio 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 has 22 U.S
office locations, one in the Philippines and more than 2,100 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. Position Responsibilities:Aprio’s tax professionals are committed to exceptional client service and developing and implementing intelligent strategies that can reduce our clients' tax bills. Our Tax Professionals are responsible for the delivery of tax services for multiple clients in a variety of industries
Responsibilities include interacting closely with clients to provide tax planning, consulting, and compliance services and working closely with partners on delivering innovative tax planning strategies
This role calls for minimal travel.Position ResponsibilitiesInteracting closely with clients to provide tax planning, consulting, and compliance services benefiting clients particularly in the Private Client Services/HNWIs industry Develop and implement tax strategies that optimize our company's tax position while considering business goals, industry trends, and regulatory changesCollaborate with clients and provide proactive tax advice and solutionsLead and manage a team of tax professionals, providing guidance, mentorship, and support to foster their growth and developmentBuild and maintain strong client relationships through exceptional serviceCoordinate workload distribution, projects, and training initiatives within the tax departmentQualifications: 7+ or more years experience; recent public accounting experience required3+ years experience in Private Client Services/HNWIsA CPA is required for this roleExcellent written and verbal communication skills with the ability to evaluate and articulate complex informationProficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat requiredComputer expertise including knowledge of tax software and technology$135,000 - $220,000 a yearThe salary range for this opportunity is stated above
As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.The application window is anticipated to close on 12/6/2024 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 optionsWhat’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 EMPLOYERAprio 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.
Source : Aprio