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Full-Time

Senior Tax Manager

Private Client Services

Confirmed live in the last 24 hours

Aprio

Aprio

1,001-5,000 employees

Business advisory and accounting services provider

Financial Services
Consulting

Compensation Overview

$135k - $220kAnnually

+ Discretionary Incentive Compensation + Incentive Compensation related to Origination of New Client Sales

Senior, Expert

Remote in USA

Category
Tax Accounting
Accounting
Requirements
  • 7+ years experience; recent public accounting experience required
  • 3+ years experience in Private Client Services/HNWIs
  • A CPA is required for this role
  • Excellent written and verbal communication skills with the ability to evaluate and articulate complex information
  • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat required
  • Computer expertise including knowledge of tax software and technology
Responsibilities
  • Interacting 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 changes
  • Collaborate with clients and provide proactive tax advice and solutions
  • Lead and manage a team of tax professionals, providing guidance, mentorship, and support to foster their growth and development
  • Build and maintain strong client relationships through exceptional service
  • Coordinate workload distribution, projects, and training initiatives within the tax department

Aprio provides business advisory and accounting services to help companies succeed. The firm specializes in tax, audit, and consulting services, catering to a wide range of clients from startups to established businesses. Aprio's team of experienced professionals collaborates with clients to create customized solutions that enhance growth and efficiency. Unlike many competitors, Aprio emphasizes a collaborative approach and invests in the professional development of its team, which contributes to its strong client relationships and high-quality service. The goal of Aprio is to assist businesses in navigating complex financial challenges and achieving their objectives.

Company Stage

N/A

Total Funding

$8.3M

Headquarters

Sandy Springs, Georgia

Founded

1952

Growth & Insights
Headcount

6 month growth

8%

1 year growth

8%

2 year growth

8%
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Simplify's Take

What believers are saying

  • The investment from Charlesbank Capital Partners will enable Aprio to invest in talent, technology, and corporate infrastructure, driving future growth.
  • Aprio's expansion into new markets, such as Texas and international capabilities with the Korean Audit Practice, indicates robust growth opportunities.
  • The addition of high-profile partners and leaders, like Mark Armstrong for the National Healthcare Practice, enhances Aprio's expertise and service offerings.

What critics are saying

  • The professional services market is highly competitive, requiring Aprio to continuously innovate to maintain its edge.
  • Rapid expansion and integration of new talent and practices could strain Aprio's resources and operational efficiency.

What makes Aprio unique

  • Aprio's collaborative approach and award-winning culture set it apart in the professional services market, fostering both client success and employee growth.
  • The strategic growth investment from Charlesbank Capital Partners positions Aprio for accelerated growth and enhanced client service, a significant advantage over competitors.
  • Aprio's broad range of services, from tax and audit to consulting, allows it to serve a diverse clientele, from startups to established enterprises, unlike firms that specialize in narrower niches.