Aprio

• Aprio’s tax professionals are committed to exceptional client service and developing and implementing intelligent strategies that can reduce our clients' tax bills.
• Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members.
• Developing and implementing tax strategies. This will involve staying up-to-date with changing tax laws and regulations and identifying opportunities for tax planning.
• Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring.
• Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning.
• Responsible for preparing and reviewing tax returns for clients, ensuring that they comply with relevant tax laws and regulations.
• Responsible for communicating with clients and stakeholders, including tax authorities and other regulatory bodies, to ensure that all tax-related matters are handled effectively and efficiently.
• Manage client relationships and ensure that clients are satisfied with the services provided by your team.
• Training and mentoring team members.

Tax Manager

Accounting Manager

• Provide mentoring and one-to-one training for individual staff members.
• Be available to answer questions and provide solutions as needed.
• Provide feedback (positive and negative) to partner and director regarding staff issues
• Help to foster a collaborative team environment.
• Assess client workloads and delegate appropriately to maximize leverage, utilization and realization
• Reach out and meet with clients on an ongoing basis in conjunction with partner and the director
• Advise clients on best accounting practices and policies
• Understand clients’ business environment, concerns and unique needs
• Provide perspective and guidance for accounting regulations
• Foster trust and maintain good, congenial client relationships
• Develop a schedule for client deliverables. Utilize staff resources to meet these timelines.
• Periodically assess these timelines and discuss adjustments with partner or director as needed.
• Utilize uniform tools to assist with and expedite the review process
• Identify and create goals to enhance skills and SME that need development.
• Stay current on CPE, with an emphasis on GAAP and industry areas served.
• Become technically proficient in all software used to service clients.
• Periodically meet with prospects in conjunction with partner and director to learn to price and create proposals
• Participate in networking events to increase the Aprio brand.

Manager, Outsourced Accounting – Government Contracting

Security Analyst

• Execute end-to-end third-party and vendor risk assessments, including inherent risk scoring, due diligence reviews, and residual risk evaluation
• Review and analyze third-party artifacts such as SOC reports, ISO certifications, policies, procedures, and security questionnaires
• Identify control gaps, document risk issues, and track remediation activities with vendors and internal stakeholders
• Support onboarding of new vendors and periodic reassessments of existing third parties
• Maintain accurate third-party risk documentation in GRC or vendor risk management tools
• Develop, maintain, and enhance risk metrics, dashboards, and reporting for third-party risk
• Track key performance indicators (KPIs) and key risk indicators (KRIs) related to vendor risk, assessment cycle times, remediation status, and risk trends
• Prepare materials for leadership and executive-level reporting, translating risk data into clear, actionable insights
• Support audits, regulatory exams, and internal reviews related to third-party risk management
• Assist with additional GRC activities as needed, including policy management, risk assessments, control testing, and compliance initiatives
• Support alignment with recognized frameworks and standards (e.g., NIST CSF, ISO 27001, SOC, FFIEC, or similar)
• Participate in continuous improvement of GRC processes, templates, and methodologies
• Collaborate with cross-functional teams including Security, IT, Legal, Procurement, Privacy, and Business Owners

Cybersecurity Analyst, IT GRC

• Proactively engage with partners, directors, managers, and staff across the tax practice to understand business processes, pain points, and technology needs.
• Serve as a trusted liaison between tax operations, IT, and development teams — translating business requirements into actionable project briefs.
• Conduct structured interviews and working sessions with stakeholders at all levels to document current-state workflows and surface improvement opportunities.
• Build and maintain strong working relationships with both technical and non-technical audiences, adapting communication style to the audience.
• Own multiple concurrent projects end-to-end — from initial scoping through implementation, training, and adoption — without losing momentum across any of them.
• Develop and manage project charters, timelines, and status updates for assigned initiatives; communicate progress clearly to stakeholders and leadership.
• Serve in a project coordinator/manager capacity for key departmental initiatives, ensuring milestones are met and blockers are escalated promptly.
• Drive organizational change and adoption by developing communication strategies and delivering effective training and socialization programs.
• Leverage generative AI platforms — including Microsoft Copilot, Claude (Anthropic), and similar tools — to accelerate analysis, automate reporting, and build internal resources.
• Use AI tools to generate workflow documentation, summarize stakeholder requirements, draft communications, and produce reports from tax and billing data.
• Stay current on emerging generative AI capabilities relevant to accounting and tax, and bring forward practical recommendations for adoption.
• Support the evaluation and piloting of new AI-powered platforms and workflow automation tools within the tax practice.
• Leverage existing automation and integration tools to execute on projects — for example, using purpose-built utilities to import and process spreadsheets that update data across time and billing, workflow, and tax software platforms — reducing manual effort and improving data consistency across systems.
• Develop a working understanding of the firm's tax return lifecycle — including preparation, review, delivery, and e-file workflows — to identify process improvement opportunities.
• Develop a working understanding of specialty tax practice areas — including State and Local Tax (SALT), Research & Development (R&D) credits — to identify workflow nuances, data requirements, and process improvement opportunities unique to each practice.
• Gain familiarity with the firm's time and billing data, workflow systems, and tax software environments in order to contextualize reporting needs.
• Work with stakeholders to define reporting requirements; use available tools — including AI platforms and Excel — to generate clear, actionable reports without needing to write code.
• Understand data flows between tax software systems and internal platforms to identify automation opportunities and integration points.
• Stay abreast of current and upcoming technology offerings in the tax and accounting industry, assessing their potential value for the firm.
• Contribute to the development of test procedures to evaluate new software; gather feedback from users and synthesize findings into recommendations.
• Foster a continuous improvement mindset across the teams you work with, helping staff adopt new tools and processes confidently.
• Monitor adherence to departmental policies, procedures, and guidelines related to technology use and project delivery.

Tax Technology Automation Specialist

Financial Planning and Analysis

• Own financial integration workstreams for newly acquired businesses, including onboarding into Aprio’s FP&A cadence.
• Support post-merger forecasting, budgeting, and long-range planning for acquired businesses.
• Maintain and update post-close financial models, including performance vs. deal assumptions.
• Prepare and maintain recurring post-close reporting for acquired entities, including revenue, expenses, headcount, and profitability.
• Support leadership with timely, accurate financial insights during active integration periods.
• Support consolidated forecasts and reporting that incorporate both legacy and newly acquired entities.
• Perform variance analysis versus budget, forecast, and deal models, with a focus on actionable insights.
• Prepare standardized reporting packages for FP&A leadership, executive management, and shareholders.
• Ensure consistency of assumptions, methodologies, and reporting standards across the platform.
• Act as a reliable execution partner to FP&A leadership during peak reporting and planning cycles.
• Support strategic finance initiatives related to growth, profitability, and operational performance.
• Build and maintain Excel based financial models to support leadership decision-making, including scenario and sensitivity analysis.
• Assist with financial analysis for capital allocation, investment tradeoffs, and resource planning.
• Prepare analytical materials and presentation support for senior leadership, including CEO/CFO-level discussions.
• Contribute to ad hoc analysis tied to M&A activity, financing considerations, and firm-wide strategic initiatives.
• Support process improvement initiatives related to M&A integration, FP&A workflows, and reporting cadence.
• Help document integration playbooks, reporting templates, and analytical frameworks to improve scalability.
• Partner with FP&A leadership to improve data quality, accuracy, and timeliness across acquired entities.
• Identify opportunities to streamline reporting and reduce manual effort as the platform grows.
• Execute ad hoc financial analysis and special projects in support of FP&A leadership, Corporate Development, and senior management.
• Support preparation of materials for leadership reviews, board discussions, and sponsor-facing updates.
• Serve as a trusted analytical resource in high visibility, time sensitive situations.

Senior FP&A Analyst, Corporate Strategy

• Lead client engagements and deliver high value strategic guidance to clients
• Provide executive oversight on complex engagements ensuring quality and client satisfaction
• Maintain understanding of industry trends and regulatory developments impacting operations
• Drive exceptional client experiences and expand market presence in specific practice areas
• Develop and execute growth plans and maintain strategic partnerships
• Recruit, mentor, and develop top talent within the practice area
• Lead engagement teams and provide performance oversight

Tax Partner – Manufacturing and Distribution

• Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
• Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
• Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
• Drive exceptional client experiences aligned with Aprio’s service standards.
• Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
• Build and maintain strong referral networks, strategic partnerships, and market relationships.
• Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
• Represent Aprio internally and externally as a leader committed to firm culture and values.
• Recruit, mentor, and develop top talent within the practice area.
• Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
• Provide performance oversight, career coaching, and succession planning support.
• Foster a diverse, inclusive, high trust environment that enables teams to excel.

Tax Partner

Attorney

• Draft, review, and proofread legal documents such as pleadings, contracts, briefs, corporate governance records, estate plans and correspondence.
• File legal documents with Arizona courts and government agencies, ensuring compliance with local rules and deadlines.
• Manage attorney calendars, schedule appointments, and coordinate meetings, hearings, and depositions.
• Maintain and organize client files, ensuring confidentiality and adherence to record-keeping policies.
• Communicate professionally with clients, court personnel, witnesses, and other legal professionals.
• Assist with billing, timekeeping, and expense reporting as required by the firm or organization.
• Process incoming and outgoing mail, including service of legal documents.
• Support attorneys in trial preparation, including assembling exhibits, witness lists, and trial binders.
• Monitor and track case deadlines to ensure timely completion of tasks.

Senior Administrator

Affiliate Manager

Partner – Assurance Services

Partner, Assurance Services – Manufacturing and Distribution

General Counsel

• Draft, negotiate, review, and redline a wide variety of commercial agreements, including Non-Disclosure Agreements (NDAs), Business Associate Agreements (BAAs), Data Processing Agreements (DPAs), Engagement Letters, Master Services Agreements (MSAs), Vendor Agreements, and other related commercial contracts.
• Serve as a primary point of contact for internal business teams seeking legal guidance on contract terms, risk allocation, and commercial deal structure.
• Develop and maintain template libraries, playbooks, and clause banks to drive efficiency and consistency across the contracting process.
• Support internal governance functions, including entity formation, maintenance, and organizational documentation.
• Assist with corporate recordkeeping, board and management resolutions, and entity compliance across multiple jurisdictions.
• Assist with the identification, analysis, and resolution of client service disputes, claims, and related matters.
• Partner with firm leadership and engagement teams to develop practical, business-minded solutions that protect the firm while preserving client relationships.
• Support the firm's legal tech stack, including contract lifecycle management (CLM) tools, matter management platforms, and other legal operations technology.
• Contribute to initiatives aimed at leveraging technology to streamline legal workflows and enhance the team's efficiency and impact.
• Participate in the firm's Know Your Client (KYC) and Know Your Supplier (KYS) compliance programs, including due diligence reviews and risk assessments.
• Collaborate with compliance and business intake teams to ensure adherence to firm policies and applicable regulatory requirements.
• Coordinate insurance-related requests, including certificate of insurance inquiries, policy reviews, and coverage questions.
• Liaise with brokers and internal stakeholders to support the firm's insurance programs and respond to related legal matters.

Commercial Counsel

Learning and Development

• Serve as a trusted consultant and business partner to business leaders and HR Business Partners, designing OD approaches and an executive development strategy to optimize organizational performance.
• Help teams and leaders create clear plans for how they work together, including vision, mission, strategic priorities, and operating norms.
• Design and lead innovative workshops to enhance team effectiveness, collaboration, and behavioral style understanding.
• Collaborate with HR business partners to mediate and manage team and interpersonal conflicts, fostering constructive dialogue and resolution.
• Oversee Aprio’s talent assessment portfolio, partnering with vendors and talent leads to deploy measures that assess and develop high potentials’ and executives’ leadership capabilities. Debrief senior leader assessments and interpret results to inform tailored development plans.
• Conduct change impact assessments, stakeholder analysis and change planning in support of organizational change initiatives, including frequent M&A activity.
• Craft actionable individual and team development plans that address strengths, growth areas, and strategic objectives.
• Provide targeted coaching to leaders and firm partners, supporting their ongoing professional growth and performance.
• Conduct leader assimilation meetings to accelerate new leader integration and team alignment.
• Build detailed executive development program management plans that align with overarching program objectives and participant needs, ensuring a cohesive and impactful learning journey.
• Monitor executive development trends to integrate cutting-edge advancements and maintain program relevance and effectiveness.
• Oversee a suite of blended development opportunities that drive business impact for Aprio’s executive workforce.
• Develop and maintain comprehensive program budgets, track expenses and forecast resource needs.
• Use available data and analytics to inform OD and executive development strategies and initiatives.
• Oversee selection and management of external vendors for training content development and delivery, making informed buy vs. build decisions.

Senior Manager, Organizational Development

Account Manager

• Work with a Top 20 CPA and advisory firm that Accounts for Anything
• Join Aprio's Client Accounting Services team and help clients maximize their opportunities
• Responsible for leading operational excellence, scalability, and advisory‑focused service delivery within the Technology CAS practice
• Serve as a senior individual contributor and operational leader, bridging client service, internal teams, and strategic initiatives
• Plays a key role in executing practice priorities, enabling technology adoption, supporting team development, and ensuring high‑quality, consistent client outcomes

Senior Account Manager, Client Accounting Services

Compliance

• Lead the delivery of managed security compliance services across multiple client engagements, ensuring high-quality, consistent, and timely results.
• Serve as the primary client relationship manager for assigned accounts, acting as a trusted advisor on matters related to security compliance strategy, audit readiness, and risk management.
• Oversee the execution of compliance assessments, gap analyses, remediation planning, and evidence collection across frameworks such as PCI DSS, SOC 1, SOC 2, ISO 27001, ISO 27701, ISO 42001, HITRUST, CMMC, FedRAMP, NIST CSF, and GDPR.
• Manage, mentor, and develop a team of compliance consultants and analysts, fostering professional growth and ensuring consistent service delivery standards.
• Collaborate with internal teams, including audit, advisory, and offensive security, to deliver integrated solutions that address the full scope of client needs.
• Develop and refine service delivery processes, templates, and methodologies to improve efficiency, scalability, and client satisfaction.
• Support business development efforts by participating in proposals, scoping engagements, and identifying opportunities to expand services within existing accounts.
• Monitor regulatory developments and industry trends to proactively advise clients on emerging compliance requirements and best practices.
• Be given the opportunity to contribute in and support sales and business development efforts if this is an area of interest for you.

Senior Manager, Compliance as a Service

• Oversee a portfolio of nonprofit clients, ensuring a high standard of client service and satisfaction
• Coordinate with team members to ensure the accurate and timely completion of weekly accounting activities, month‑end close processes, and financial reporting
• Review and approve month‑end and year‑end financial statements in accordance with applicable accounting standards and client requirements
• Provide proactive, strategic advisory support related to budgeting, forecasting, and financial planning to help clients achieve organizational objectives
• Serve as a subject matter expert for complex nonprofit accounting matters, providing guidance to both clients and internal team members
• Lead, mentor, and develop staff, promoting a culture of collaboration, accountability, and continuous learning
• Identify and implement process improvements to enhance efficiency, scalability, and consistency across client engagements
• Ensure compliance with internal controls and best practices to maintain the accuracy and integrity of client financial records
• Collaborate with internal and external stakeholders, including auditors, tax advisors, and other service providers, to support client needs
• Stay informed of emerging nonprofit trends and regulatory developments and apply relevant insights to client solutions and team operations