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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, translating complex tax and financial concepts into actionable planning steps. Proficient in using HubSpot and other planning tools to enhance client engagement and ensure timely task completion.
Highest-signal resume keywords
Active CPA Or EA LicenseExperience Preparing Or Reviewing 1040sCFP® CertificationStrong Communication SkillsHigh Digital And Systems Fluency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PreparationTax ReviewPlanning Action TranslationClient Engagement ManagementFinancial Concept Simplification
Soft Skills
CuriosityEmpathyProactive Client ServiceRelationship Building
Tools & Technologies
HubSpotPractice EngineHubSyncPlanning DashboardsStandardized Workflows
Certifications & Qualifications
Active CPA LicenseEA LicenseCFP® Certification
Industry Keywords
Client Relationship ManagementTax PlanningFinancial PlanningPlanning CuesEngagement Details
About the role
Key responsibilities & impact- 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
- Serve as the Tax Job Lead on designated clients when appropriate
- Provide light technical explanation during planning discussions
- Identify complexity, planning triggers, and out-of-scope work; escalate items to the CSA and Tax Lead
- Collaborate with CSAs, Wealth Advisors, Tax Leads, and specialist teams
- Coordinate client-related tasks and ensure clear, timely handoffs
- Activate overlays and planning workflows based on client attributes and cues
- Maintain client notes, planning actions, and engagement details in HubSpot
- Apply Aprio’s Tier + Overlay model across assigned clients
- Use HubSpot, Practice Engine, HubSync, planning dashboards, and standardized workflows to manage engagements
- Monitor cue dashboards and ensure timely completion of planning tasks
- Support margin protection through minimum fees, proper scoping, and structured delivery expectations
Requirements
What you’ll need- 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
- Hands-on individual tax experience sufficient to sign simple 1040 returns immediately
- Experience using HubSpot, Practice Engine, HubSync, planning dashboards, and standardized workflows
Benefits
Comp & perks- 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
- Competitive compensation
- Industry-leading benefits
- Growth opportunities and continuous learning
- Flexible work environment supporting work/life balance