Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 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 Advisory Group, LLC is a progressive, fast-growing firm looking for a
Senior Manager to join their dynamic team.
Are you a tax professional who loves building relationships and guiding clients—not just during tax season, but year-round? Aprio is transforming the way we serve private clients through an integrated approach to tax, planning, and coordinated financial guidance. As an Atlas Client Relationship Lead (CRL), you’ll play a central role in delivering that experience to clients.
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:
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
Required Within 18 Months
CFP® certification (or completion of all requirements to obtain the certification within 18 months)
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 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.
EQUAL OPPORTUNITY EMPLOYER
Aprio 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.
