Job Description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• 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.
• 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.
• 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.
• 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.

Requirements

• 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
• CFP® certification (or completion of all requirements to obtain the certification within 18 months)

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