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Pursuit

Director of Individual Giving

New York, NY · On-site

What You'll Own The HNWI portfolio and major gifts pipeline You will build and run a year-round strategy for individual giving at the major and principal gift levels. This includes identifying and ...

Pursuit

Director of Individual Giving

New York, NY · Hybrid

What You'll Own The HNWI portfolio and major gifts pipeline You will build and run a year-round strategy for individual giving at the major and principal gift levels. This includes identifying and ...

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What is a high-net-worth individual (HNWI)?

HNWIs, or High-Net-Worth Individuals, are people who possess a significant amount of investable financial assets, typically excluding their primary residence. The threshold to be considered an HNWI varies by institution, but it usually refers to individuals with at least $1 million in liquid assets. HNWIs often receive specialized financial services, investment options, and wealth management advice from banks and financial institutions due to their substantial assets.

What are the key skills and qualifications needed to thrive as a high-net-worth individual (HNWI) wealth advisor?

To thrive as an HNWI wealth advisor, you need a deep understanding of financial planning, investment strategies, and tax regulations, typically supported by a finance degree and certifications like CFP or CFA. Expertise in portfolio management software, CRM systems, and financial analysis tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust set top advisors apart in managing complex client relationships. These skills are crucial for providing tailored advice and maintaining long-term, high-value client partnerships.

What are some common challenges faced by professionals who manage high-net-worth individual (HNWI) client relationships?

Managing relationships with HNWI clients often involves navigating complex financial needs, maintaining a high level of personalized service, and responding quickly to evolving client expectations. Professionals in this role must stay updated on market trends, understand a broad range of investment products, and ensure confidentiality and discretion. Building trust and long-term relationships is crucial, as HNWI clients typically expect proactive communication and bespoke solutions that address their unique financial goals.
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Infographic showing various Hnwi job openings in the United States as of August 2026, with employment types broken down into 99% Full Time, and 1% Contract. Highlights an 46% Physical, 15% Hybrid, and 39% Remote job distribution.

Senior Tax Manager, Private Client Services/HNWI

Aprio

Austin, TX • On-site, Remote

$125K - $227K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 10 days ago

Job description

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 is a progressive, fast-growing firm looking for a Senior Tax Manager, Private Client Services/HNWI  to join their dynamic team.
 
This role is pivotal to driving strategic growth in the local market, with a strong emphasis on business development. The ideal candidate will have deep expertise in taxation, extensive client-facing experience, and a proven track record in generating new business opportunities.
Position Responsibilities:
  • Develop and execute business development strategies aimed at acquiring new clients in the region
  • Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients
  • Stay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutions
  • Mentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax department
Qualifications:
  • CPA or other relevant credentials required
  • Recent work experience with a public accounting firm
  • 10+ years of experience in federal tax consulting and/or compliance experience in public accounting preferably in the Private Client/HNWI industry
  • Extensive knowledge in individual taxation and a preference for partnership and fiduciary experience in addition to individual experience
  • Proven success in business development
  • Exceptional communication and leadership skills, with the ability to build and maintain client relationships
  • Strong analytical and problem-solving skills with attention to detail
  • Computer expertise including knowledge of tax software and technology
  • Bachelor's degree in Accounting
  • Master's degree in taxation preferred 
$125,000 - $227,999 a year
The 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 August 31, 2026, 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 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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