What are the responsibilities and job description for the Tax Professional/Senior Mgr position at Avior Wealth Management LLC?
About Avior
At Avior, we integrate tax, accounting, and wealth management to help individuals plan with intention and live with purpose. We’re a collaborative, growth-oriented firm built on shared values, deep technical expertise, and genuine care for those we serve. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.
Avior Core Values
We believe that the core foundation of our culture is a key driver to our success. Our teammates experience their greatest success when they resonate with our core values:
- It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own.
- We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve.
- We Pursue Excellence - In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.
- We Shape the Future By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.
Position Overview
As a Senior Manager at Avior Tax & Accounting, you’ll be a trusted tax advisor and a collaborative leader. You will combine strong technical expertise with relational intelligence to help clients make confident financial decisions that align with their broader goals.
You’ll go beyond tax compliance to engage in tax advisory and strategic planning in partnership with Avior’s in-house wealth professionals—providing clients with comprehensive, forward-thinking financial guidance. You’ll also mentor emerging professionals, share knowledge generously, and model the servant-leadership that defines Avior.
This role offers an opportunity to deepen your technical mastery, build enduring client relationships, work with a dedicated team, and help shape the future of a firm that’s redefining what integrated financial planning looks like.
Key Responsibilities
- Lead and review tax engagements for individuals, businesses, and trusts with accuracy and insight.
- Serve as a trusted advisor—anticipating needs, identifying opportunities, and delivering proactive planning.
- Collaborate across tax, accounting, and wealth teams to provide holistic client solutions.
- Coach, mentor, and develop team members to achieve professional and personal growth.
- Maintain and strengthen client relationships through consistent communication and exceptional service.
- Identify opportunities to expand services and contribute to firmwide business development.
- Stay current on tax laws, GAAP, and emerging planning opportunities through continuous learning.
- Contribute to the culture and success of One Avior through participation in leadership initiatives and knowledge sharing.
Qualifications & Experience
- Bachelor’s degree in accounting or related field strongly preferred; master’s degree in accounting or taxation a plus, CPA or EA certification typically required.
- 8 years of progressive public accounting experience with demonstrated leadership responsibilities.
- Advanced expertise in individual and passthrough entity taxation and planning.
- Strong understanding of GAAP, federal, and multi-state tax regulations.
- Excellent communication and interpersonal skills with an ability to translate complex issues into client clarity.
- Proven experience managing projects, client relationships, and mentoring team members.
- Prefer proficiency with CCH Axcess, Engagement, and related tax software.
- Commitment to continuous learning, innovation, and collaboration.
Why Avior?
- Employee Benefits: We invest in our employees beyond competitive compensation to include a responsible vacation policy, reasonable work hours during busy tax season, bonus opportunities, and a benefits package that supports your well-being.
- Collaborative Culture: Experience a team that values service, collaboration, respect and on-going improvement.
- Professional Growth: Access to continuing education, mentorship, and clear career pathways.
- Impact and Innovation: Contribute ideas that shape Avior’s future and the clients we serve.
Your Well-Being Matters
In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being:
- Flexible Paid Time Off: We recognize the importance of work-life balance, and our flexible PTO policy reflects our commitment to your overall happiness.
- 401k and 401k Matching: Plan for your future with our retirement savings options.
- Health Insurance: Take care of your physical well-being with multiple health insurance offerings.
- Dental Insurance: Maintain your oral health with coverage for a range of dental services.
- Vision Insurance: Ensure clear sight on your path to success with our vision coverage.
- Disability Insurance: Safeguard your financial future in the face of the unexpected.
- Life Insurance: Provide financial security for your loved ones with our life insurance benefits.
- Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.
- Flexible Savings Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses.
- Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.
Work Environment
- Full-time
- In-office with work from home flexibility one preset day per week
- Monday – Friday 8:00 am – 4:30 pm
