Aprio is hiring a
Tax Senior Manager or Manager, Private Client Services, Remote - United States

Summary

The job is for a Tax Senior Manager or Manager in Aprio's Estate, Gift and Trust Specialty Tax Services Group. The role involves providing tax planning and consulting advice on estate, gift and trust matters, supervising staff, strengthening client relationships, attending industry specific forums, managing key relationships, identifying service growth opportunities, and acting as a firm leader. The position requires 7-15 years of experience with estate, gift & trust, and individual income tax returns, active CPA or CFP license, degree in Accounting or related field, and exceptional writing skills. The salary range is $100,000 - $220,000 per year. Benefits include medical, dental, vision insurance, flexible spending account, 401k with profit sharing, 9+ holidays and discretionary time off structure, parental leave, tuition assistance program, CPA support program, discretionary incentive compensation, incentive compensation related to origination of new client sales, top-rated wellness program, flexible working environment including remote and hybrid options.

Requirements

• 7-15 years with estate, gift & trust, and individual income tax returns
• Extensive knowledge of the preparation/review of trusts, estate, gift tax returns and trust accounting
• Estate planning experience/expertise
• Active CPA or CFP license highly preferred
• Degree in Accounting or related field required
• Masters in Taxation, JD or other applicable advanced degree preferred, but not required
• Exceptional writing skills
• Strong accounting, analytical, organizational, and multi-tasking skills
• Excellent presentation and communication abilities
• Willingness to travel locally (DC, MD, VA) on a limited basis

Responsibilities

• Provide tax planning and consulting advice on estate, gift and trust matters
• Develop and provide tax planning strategies internally and externally
• Analyze estate planning documents to determine the proper treatment of assets and liabilities for tax purposes
• Review tax compliance related to estates, gifts and trusts
• Supervise tax staff to ensure that tax engagements are completed in an efficient and timely manner
• Serve as mentor to staff and aid in their development
• Strengthen existing client relationships and assist in new business development efforts
• Attend and participate in industry specific forums and networking events
• Manage key relationships with critical business contacts, clients and referral sources
• Identify additional opportunities for service growth to offer current clients
• Act as a firm leader and serve as resident expert for the firm on all estate, gift and trust tax matters

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