Aprio

• Lead and execute the strategic vision for the State Income Tax practice
• Develop initiatives for revenue growth, profitability, and market expansion
• Identify emerging market opportunities and service offerings
• Develop business plans, revenue forecasts, staffing plans, and growth initiatives
• Serve as executive relationship leader for key State Income Tax clients
• Advise clients on complex multistate income tax issues, including nexus, apportionment, unitary and combined reporting, planning, compliance, and controversy matters
• Oversee the quality, consistency, and technical accuracy of client deliverables
• Act as a subject matter expert on multistate income tax developments and regulatory changes
• Support high-risk and highly visible client engagements
• Drive new client acquisition and expansion within existing relationships
• Develop business development strategies and identify cross-selling opportunities
• Build relationships with referral sources, industry organizations, and strategic partners
• Participate in presentations, webinars, conferences, and thought leadership initiatives
• Own revenue growth, realization, utilization, backlog, and margin performance
• Monitor KPIs and develop action plans for operational challenges
• Partner with Finance and Operations to improve leverage, staffing, realization, bottlenecks, and client experience
• Develop scalable processes and workflows
• Lead, coach, and mentor tax leaders
• Build a leadership pipeline
• Support recruiting, interviewing, onboarding, and retention
• Foster accountability, collaboration, innovation, and continuous improvement
• Drive engagement, technical excellence, and career development

Managing Director – State and Local Tax

• Develop and implement intelligent strategies to assist clients with federal, state, and local employment tax issues and identify cost-saving opportunities
• Deliver employment tax services for multiple clients across a variety of industries
• Interact closely with clients to provide tax planning, consulting, and compliance services
• Work closely with partners to deliver innovative tax planning strategies
• Travel minimally

Employment Tax Manager

Operations

• Prepare monthly Growth budget actuals and spend visibility reports
• Support budget forecasting and maintain the Growth budget tracker
• Review expense allocations, process corrections, and reconcile cost center coding
• Review travel expenses and prepare weekly travel reports
• Coordinate the reporting calendar and prepare budget meeting materials
• Approve travel expenses and process Workday requisitions and invoices
• Coordinate vendor onboarding, including W-9 collection and supplier setup
• Issue and manage Divvy corporate cards and reconcile receipts
• Guide team members through requisition processing and expense coding
• Assist with planning and logistics for team and client events and special programs
• Assist with special projects and multi-channel programs
• Welcome new hires and share onboarding, orientation, and training information
• Identify automation opportunities and design and test AI-enabled workflows
• Document and standardize processes for handoff and future automation

Senior Associate, Growth Operations

Financial Planning and Analysis

• Design, develop, maintain, and troubleshoot Workday integrations across systems
• Develop and maintain advanced, matrix, and composite Workday reports and calculated fields
• Administer Workday security and conduct access reviews
• Configure, optimize, and maintain Workday business processes and condition rules
• Monitor and triage Workday configuration help desk tickets
• Partner with Finance and HR to deliver automation and AI solutions
• Liaise across Finance, HR, and Risk on Workday configuration and compliance
• Develop and deliver training on automation and AI tools such as Claude
• Support CloudPay–Workday implementations from planning through go-live and stabilization
• Maintain project status and documentation in ClickUp or a similar tool
• Communicate project status, risks, and dependencies to stakeholders
• Provide Workday troubleshooting and escalated support across modules
• Identify and champion automation and process-efficiency opportunities
• Expand Workday expertise beyond integrations to support broader team needs

Senior Workday Integrations Manager, Finance

IT Support

• Conducting multiple auditing projects and client engagements
• Effectively communicating with partners, staff and clients regarding expectations, status of engagements and other matters
• Initiating an active role in marketing our firm services resulting in new business
• Continuously fostering relationships with coworkers and clients
• Traveling 15-20% of the time

Audit Manager, Real Estate

Risk

• Develop strategies and drive execution of lead generation campaigns through the full funnel, including PPC advertising, events, partner marketing. Ensure pre- and post-event activities are in place and well executed to drive ROI from each event.
• Actively monitor sales pipeline, ensuring visibility into key metrics of the sales funnel and working to resolve any areas of friction. Assist with timely response to inbound sales inquiries, ensuring pipeline is tracked and kept updated in HubSpot.
• Manage the development of campaign assets such as articles, whitepapers, videos, and website lead capture tools.
• Drive revenue through partner marketing by developing co-branded sales tools and supporting lead generation campaigns such as events, speaking engagements, and outbound campaigns.
• Drive awareness and leads via social and news media, developing and implementing social media posts and partnering with Aprio’s media relations team to develop compelling, newsworthy pitches to trade and news media targeting CISOs. This may include developing team members to pitch as speakers at industry events.
• Manage Compliance Automation Growth Leader to support software growth as part of overarching RaaS marketing strategy.

Growth Leader, Risk Services

Product Marketing

• Ensure a cohesive and connected GTM strategy across Industries and Practices that supports organic growth goals
• Partner with Industry Leaders, Industry Growth Leaders (IGLs), and practice leadership to build and execute data-driven growth strategies and initiatives – including expanding services with clients to deepen relationships and driving the GTM rollout of AI-enabled solutions
• Drive execution rigor by developing reporting and analytics used to track and manage progress of GTM initiatives and overall GTM progress (e.g., industry growth trends and underlying drivers, forward revenue visibility based on pipeline)
• Coach industry leaders into stronger operators and client relationship leaders who proactively push partners in their industries to focus on connecting clients to the right Aprio solutions to solve their challenges and drive their success
• Drive adoption and refinement of AI-enabled GTM tools and systems (e.g., Hubspot, Propense.AI) to support the organization

Director – Go-To-Market Strategy

• Work with all levels of the organization to introduce and implement changes in business processes and application practices affecting clients, including proposing system-related business processes and technologies.
• Performs planning and analysis of new, enhanced, improved, or revised existing information systems or related technologies, strategies, standards, policies and procedures, continuous improvement, and budget for assigned projects.
• Stays abreast of current and upcoming technology and software offerings in the industry, understanding their capabilities while assessing their potential value and application in the tax practice, with a focus on creating efficiencies and increasing automation.
• Continuous communication with tax practice leadership on new technologies and concepts while providing recommendations for software testing.
• Develop and manage a charter and timeline for testing, evaluating, and implementing new technology.
• Serve in a project manager role for key departmental initiatives.
• Analyzes audiences and develops effective communication strategies to drive organizational change and ensure adoption.
• Own the end-to-end process change and oversee/deliver socialization and training.
• Work with teams to drive a continuous improvement mindset.
• Monitors compliance with department policies, procedures, and guidelines.
• Develop test procedures to ensure existing system software and modifications meet user specifications.
• Apply system analysis techniques and procedures, including interviewing various resources to gather required information and analyzing and documenting requirements.
• Support development of software or system functional specifications that allow for the successful development/configuration of select automation software solutions.
• Will work in the evaluation of new technologies and platforms.
• Be the departmental contact person for the internal DevOps team, IT, and tool vendors.
• Use data analysis techniques to gain insights from various sources.
• Be a trusted automation and tooling advisor for DevOps initiatives by providing objective, practical, and relevant ideas, insights, and advice.

Tax Technology Automation Manager

Customer Support

• Problem solver – Logical and efficient, with keen attention to detail. Able to boil complex problems down to their constituent elements and then formulate and evaluate a range of alternative solutions.
• A foundational and working knowledge of the Accounting Industry, including Tax and Audit
• Analyze various micro and macro business processes to create a complete picture of workflows and technical requirements for automation solutions
• Analyze business processes to identify and document key opportunities for process improvement, standardization, and automation
• Become a Subject Matter Expert on all business processes being analyzed for automation
• Work with stakeholders to perform impact analysis to ensure business readiness for automation solutions, including facilitating business process documentation changes and employee/client readiness and adoption
• Evaluate business processes and align appropriate automation solution(s) to ensure they meet business requirements and needs
• Continuously analyze and monitor implemented solutions to ensure optimal performance and opportunities for continuous improvement as well as debug and quickly resolve any issues that periodically arise
• Execute work leveraging Agile and Scrum methodology; gather requirements in Epics, Features, and User Stories; define acceptance criteria, appropriately size stories.
• Serve as the team's Scrum Master, facilitating all Agile ceremonies — daily standups, backlog refinement, sprint planning, sprint reviews, and retrospectives
• Own and maintain the team backlog, partnering with Process Owners and stakeholders to prioritize and groom work items ahead of each sprint
• Act as a servant leader to the team, proactively identifying and removing impediments to keep delivery on track
• Facilitate and coordinate requirements walk-throughs and signoffs working with key business and technology stakeholders
• Leverage influence to drive work among disparate teams with competing priorities
• Be a trusted automation and tooling advisor by providing objective, practical and relevant ideas, insights, and advice; work with teams to drive a continuous improvement mindset that is always looking for ways to improve efficiency
• Lead collaboration activities with internal and external business and technology members and stakeholders throughout automation lifecycle
• Work within defined Software Development Lifecycle governance processes

Senior Automation Support Specialist

Digital Marketing

• Manage and execute Aprio's digital marketing programs — spanning paid media, search visibility, analytics, and conversion rate optimization (CRO) — aligning day-to-day work to growth goals and revenue targets.
• Use AI daily and help the team adopt it — identifying practical use cases, sharing approaches, and modeling confident, responsible use in everyday work.
• Manage and coach a small remote team of channel specialists, setting clear priorities and helping each team member grow in their craft.
• Run the paid media program — with an emphasis on paid search — including campaign strategy, execution, budget management, testing, and continuous performance improvement.
• Manage search visibility across both search engine optimization (SEO) and emerging AI search, helping Aprio earn visibility in traditional results and in generative engines such as ChatGPT, Google AI Overviews, Gemini, Perplexity, and Claude.
• Coordinate closely with the email marketing team to keep campaigns and nurture programs aligned across the funnel.
• Build AI into everyday marketing workflows and campaigns — from content and research to analysis, personalization, and reporting — and test and adopt tools that improve speed, quality, and results.
• Own marketing analytics and reporting — building the dashboards and cross-channel measurements that show how programs perform and where to improve.
• Run the conversion rate optimization (CRO) program, using A/B testing and data to improve conversion across campaigns and landing pages.
• Collaborate with the website team to shape site and landing-page experiences that support demand generation and demand capture.
• Manage campaign budgets and report on program performance and return on investment to the Vice President.
• Use HubSpot to run campaigns, workflows, and reporting, helping connect marketing activity to pipeline and revenue.
• Stay current on digital marketing and AI trends, platform changes, and new capabilities, and put them to work for the team.

Senior Manager, Digital Marketing

Strategist

• Represent the firm’s house view on the economy, markets, and portfolios in advisor, CPA, client, and prospect conversations, both alongside and independently of the CIO.
• Serve as the day-to-day escalation point for advisors on public and private market questions, portfolio concerns, and client-specific challenges to solve issues.
• Produce near-final CIO-level economic outlooks, market updates, and investment presentations suitable for external audiences.
• Build and continuously improve repeatable processes and technology-enabled workflows that increase the speed, quality, and scalability of investment communication and monitoring.
• Translate complex market and portfolio issues into clear, practical talking points and scripts that advisors can use in real client conversations.
• Act as a sounding board to the CIO on investment positioning, and portfolio risks, bringing dissenting views when warranted and escalating issues early and clearly.
• Conduct private investment due diligence and monitoring, providing updates for the CIO and investment committees.
• Maintain institutional-quality investment content and collateral, ensuring consistency, accuracy, and timeliness across advisor-facing materials.

Senior Market Strategist

Ecommerce

• Close Cycle Execution & Workflow Management: Oversees the preparation, performs a meticulous review, and ensures a timely delivery of monthly, quarterly, and annual financial statements.
• Close Workbook Ownership: Enforces a workflow where all baseline team production is thoroughly taught, detail-reviewed, and validated by the manager.
• Transactional Oversight: Supervises daily core accounting functions executed by the team, including general ledger maintenance, accounts payable, accounts receivable, and billing cycles.
• Data Integrity: Manages chart of accounts structures, accounting treatments, and system configurations; resolves processing errors and manages systemic troubleshooting.
• Agile Optimization: Owns the authority to implement localized workflow adjustments and daily automation to drive team efficiency.
• Team Leadership & Technical Training: Serves as the definitive technical accounting authority for the immediate team.
• Accountability & Feedback: Sets clear performance expectations, monitors staff resource allocation, and provides regular performance coaching.
• Compliance, Portfolio & Advisory Support: Implements internal control frameworks, reviews control effectiveness, executes remediation plans, and manages the year-end U.S. 1099 compliance and filing process.

Accounting Manager, E-Commerce

Accounting Manager

• The accountant is responsible for the day-to-day bookkeeping tasks of the clients that have been assigned to the team.
• Update of the bank accounts and crypto wallets via online feed.
• Import of the bank, credit card and crypto wallet transactions via manual feed.
• Analyzing and coding of bank, credit card, cryptocurrency transactions.
• The accountant is also responsible in understanding cryptocurrency transactions including but not limited to buying, selling, swaps, and wrapping of digital assets in a crypto accounting software.
• Reconciling wallets to on-chain balances is also being performed on a monthly basis to maintain the accuracy and completeness of records.
• The accountant manages the processing of bills and receipts paid in fiat and cryptocurrency via any third-party web-based application of the clients in either Bill.com, Ramp, Brex, Dext etc.
• Recording monthly amortization and depreciation of client’s assets.
• Recording payroll journal entries via integrated payroll software or through posting of manual transactions.
• During the month-end closing, the accountant is responsible for the reconciliation page in any accounting software, the update of the working paper, and posting of the adjusting entries in the books. This includes preparation of Financial Reports with trend analysis and cash runway, depending on the client’s need.
• Stay up-to-date with relevant accounting standards, laws and regulations governing digital assets and ensure client’s compliance.
• Self-review of work

Accounting Associate – Crypto

• Prepare, generate and deliver tax engagement letters using firm approved templates, client data and workflows
• Review engagement letter information for accuracy and completeness
• Coordinate with tax professionals, administrators and operations team members to resolve missing information and ensure timely delivery
• Track engagement letter status and follow up on outstanding items
• Clean up, validate and maintain engagement letter across applications
• Assist Tax Operations Team with data projects
• Secure and protect Personally Identifiable Information

Seasonal Tax Support Specialist

Client Services Representative

• 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