Aprio

Payroll

• Responsible for converting clients to the new 2.0 payroll system. This includes core client setup, set up of employees and their wages as well as running parallel processing of each new client conversion.
• Ensure complete accuracy of payroll processing in 2.0 before transitioning to payroll specialists for ongoing routine processing.
• Resolve client issues and answer client questions on the conversion as needed.
• Assist with client onboarding and training on the new system as needed.
• Set up and maintain payroll database for clients assigned.
• Receive and organize payroll hours worked, including employee new hire and changed information.
• Enter employee information received to payroll database, process payroll and prepare paychecks and process various payroll journals and reports each payroll cycle.
• Review garnishments orders received, compute deduction required, and enter to employee's deduction file. Provide instruction to the client regarding the amount withheld to be deposited with the court.
• Prepare annual W-2s and magnetic reporting required.
• Review payrolls, tax deposits, and quarterly payroll reports processed by other Payroll Specialists.
• Consult with the Relationship Manager, client, the client's bookkeeper, or the client's payroll manager, regarding matters related to payroll processing or payroll tax issues.
• Perform various other tasks as assigned that may not fall within the scope of this job description.
• Be aware that the Firm is subject to professional standards.
• Understand and comply with the Company’s policies, procedures, and work rules.
• Ability to work hours necessary to meet deadlines for work assigned.

Senior Payroll Associate

Learning and Development

• Lead project management for large-scale programs and initiatives, including project plan development, task tracking, workflow optimization, standard operating procedures, recurring workflow processes, and timeline governance.
• Partner with L&D events team to plan and execute live and hybrid talent development programs and conferences to ensure an impactful learning experience.
• Establish and manage enrollment processes, prepare program rosters, and conduct participant eligibility reviews in partnership with Talent Development Pod leads, direct supervisors, and Practice Leadership.
• Develop detailed agendas and schedules for live programs and events, including session topics, speakers, and activities.
• Coordinate and collaborate with Operations and Design Experience Team to ensure curriculum alignment with learning program goals and compliance with applicable standards, including NASBA requirements for CPE purposes.
• Develop high-quality and branded learning assets by proofreading materials with strong attention to detail.
• Partner with Talent Development Team leads to report performance metrics, and learning program effectiveness, and gather participant feedback (deployment of surveys, facilitation of focus groups, etc.) to drive data-informed improvements.
• Act as L&D’s Everything DiSC administrator, assigning assessments and enrolling team members into related training.
• Oversee Aprio’s mentoring program using MentorcliQ, ensuring seamless program operations and impactful mentor–mentee experiences.
• Foster and maintain learning vendor partnerships by managing communication, coordinating deliverables, and ensuring alignment with Talent Development objectives.
• Support Talent Development’s annual planning cycles, including program calendar development, vendor coordination, course catalog, cost estimates, and updates to project templates and documentation.
• Maintain Talent Development content across internal channels (intranet, guidebook, onboarding), ensuring information is up-to-date on active program offerings.
• Partner with the Communications Team to brand Talent Development programs in the marketplace through social media and internal channels.
• As needed, produce virtual and in-person Talent Development courses through Zoom and ConferencesIO to ensure programs are educational, engaging, technically sound, and participant-friendly.
• Minimal travel required

Senior Specialist, Talent Development

People Operations

• Design the ecosystem (processes, platforms, and compliance) to enable HR processes while guiding day-to-day execution.
• Own Aprio’s HR systems (Workday) and drive HR Operations process optimization and automation.
• Be a trusted partner to the M&A integration team, connecting stakeholders and simplifying complexity.

Director, People Operations – Technology

Attorney

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.
• Draft, review, and revise estate planning documents tailored to individual client needs.
• Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations.
• Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning.
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
• Stay current with federal and state laws impacting estate planning, probate, and tax matters.
• Represent clients in probate court and in the administration of trusts and estates as needed.
• Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

Estate Planning Attorney

• Advise clients on structuring, negotiating, and executing a wide range of business transactions, including mergers, acquisitions, divestitures, joint ventures, and reorganizations.
• Conduct legal due diligence, risk assessment, and manage all aspects of transactional deals from inception through closing.
• Form and organize various business entities (LLCs, corporations, partnerships) and draft foundational documents such as operating agreements, bylaws, and shareholder agreements.
• Prepare board resolutions, maintain corporate records, and advise directors and officers on fiduciary duties and governance best practices.
• Draft, review, and negotiate contracts, confidentiality agreements, and acquisition agreements.
• Coordinate legal processes for M&A transactions, including obtaining necessary approvals and ensuring compliance with antitrust, securities, and corporate governance laws.
• Provide ongoing legal advice on regulatory compliance, risk management, and business strategy.
• Supervise outside counsel as needed and collaborate with internal teams to support business operations.

Corporate Attorney – Business Transactions

Manager

• Leading and executing financial assessments and delivering final work products to the client sponsor.
• Partnering with client and relevant stakeholders to analyze and redesign chart of accounts.
• Liaising with key client stakeholders and system implementation partners to ensure successful system implementations.
• Collaborating with members of the client executives to enhance financial reporting and enhance transparency to the Board.
• Performing financial and data analysis such as pricing analysis, cash flow projections and developing other high-level financial tools to assist senior management with strategic decisions.
• Identifying and implementing process improvement opportunities across all finance department areas.
• Leading the annual budget or projection process, including coordination with financial and non-financial client staff.
• Identifying gaps in financial policies and improving policies and procedures tailored to the client’s needs.
• Coordinating and overseeing the client’s preparation for the annual financial statement audit and IRS Form 990 data collection.
• Liaising with the external audits, as requested, to support the client’s position related to technical accounting issues, with assistance from the Aprio Non-Profit Consulting Professional Practice Team.
• Directing and overseeing the month-end close and financial reporting processes.
• Assisting with business development responsibilities.

Senior Manager, Non-Profit Consulting

Project Manager

• Lead the planning and accountability for the projects, with a focus on M&A initiatives and post-merger integration, end-to-end coordination, ensuring strategic goals are realized.
• Drive cross‑functional execution and cadence by coordinating timelines and project activities with the stakeholders.
• Collaborate with executive sponsors, legal, finance, HR, IT, and other stakeholders to define project scope, project plans, deliverables, and success criteria for M&A programs.
• Facilitate project review meetings, identify risks ahead of time and establish mitigation techniques, create post-merger retrospectives to drive transparency and accountability.
• Develop and maintain comprehensive project timelines, allocate resources strategically, and monitor progress to ensure timely and successful outcomes.
• Champion effective communication and knowledge sharing between merger teams, business units, and leadership throughout all project phases.
• Manage change requests and shifting priorities, adapting strategies to address evolving business needs during project lifecycle.
• Drive the adoption of ePMO best practices for M&A fostering efficiency in creating playbooks and frameworks.
• Seek opportunities to optimize workflows, introduce innovative solutions, and leverage lessons learned from past merger experiences.
• Utilize analytical platforms such as Power BI to identify trends, track synergies, and inform strategic direction during and after M&A activities.

Senior Project Manager, M&A

Insurance

• Skillfully and accurately performs audits
• Preparing audit work papers and adjusting trial balances
• Utilizing time management to plan and schedule client engagements
• Assembling trial balances and compiling financial statements into a written report to be presented
• Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers
• Continuously fostering relationships with coworkers and clients
• Traveling to some client sites

Senior Associate, Assurance Services

• Partner with M&A, practice leadership, and HR to support resource planning during diligence and post‑close phases, ensuring incoming professionals are accounted for in staffing models and workflow systems.
• Build strong working relationships with Practice Leaders, Engagement Managers, and Talent partners to support a team‑based approach to workforce planning.
• Identify resource needs, capacity gaps, and timing risks prior to deal close to prevent last‑minute staffing disruptions.
• Support early identification of practice-specific integration requirements (e.g., tax, assurance, advisory) due to differing resource management processes.
• Support RM team by consistently monitoring open job needs and scheduled assignments for accuracy, checking assisting with staffing solution strategies.
• Provide coverage as needed for Resource Management team in areas related to staffing requests for client engagements, projects, and initiatives.
• Ensure consistent RM team practices in forecast planning and process improvements, while minimizing impact on client service operations.
• Support the strategic movement of work to offshore resources while maintaining quality and efficiency.
• Partner with offshore RM team members to ensure current pipelines, capacity views, and weekly staffing rosters for offshore teams; surface gaps, risks, and trade‑offs early.
• Collaborate with industry leaders, pod leaders, engagement managers, and project leaders assessing staffing needs and project requirements.
• Embrace an Agile mindset to adapt to changing priorities, client demands, and project requirements effectively
• Implement best practices, policies, and procedures related to workforce management, project delivery, and client satisfaction.
• Develop and maintain relationships with client service personnel and leverage these relationships to maximize change management partnership opportunities.
• Support RM team by monitoring project timelines, workloads, and resource utilization to identify potential resource conflicts or capacity constraints.
• Track and analyze key performance indicators (KPIs) related to resource management, project delivery, and client satisfaction.
• Proactively address resource allocation challenges by recommending adjustments, realignments, or additional staffing resources as needed.
• Collaborate effectively with fellow Resource Managers to balance workloads, share resources, and support enterprise staffing priorities.
• Actively participate in team meetings, planning discussions, and working sessions to align priorities and share insights.
• Partner with peers to resolve resource conflicts through open communication and solution‑oriented discussion
• Share best practices, lessons learned, and process improvements with the Resource Management team to promote consistency and efficiency.

Resource Manager – M&A

Implementation Specialist

• Configure new accounting system environments (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms) for Aprio clients, including chart of accounts, modules, and custom integrations.
• Migrate client data into selected accounting platforms, ensuring accuracy, completeness, and compliance with Aprio standards.
• Establish and test connections with integrated systems (e.g., expense management, bill payment, invoicing platforms) as part of the implementation process.
• Participate in client onboarding calls to define configuration needs, technical integrations, and project timelines.
• Address technical issues during implementation, including data sync problems, integration errors, and system configuration challenges.
• Monitor dashboards and activity logs to proactively identify and resolve potential issues.
• Respond to internal helpdesk tickets and support requests related to accounting system implementations.
• Maintain and update implementation templates, documentation, and requirements for accounting platforms and related integrations.
• Contribute to the development and refinement of standard operating procedures (SOPs) and best practices for platform setup and configuration.
• Assist in standardization and templatization of client segments for consistent delivery.
• Review release documentation for accounting platforms and communicate relevant changes, updates, or new features to internal teams and clients.
• Conduct demos and trainings for prospective clients or internal stakeholders as needed.
• Support automation initiatives by facilitating cross-team collaboration, gathering requirements, and testing new processes.
• Provide training and walkthroughs for Aprio staff and clients on system navigation, reporting, and platform features.
• Work with project teams to communicate status updates, open items, and next steps for ongoing implementations.
• Research and recommend new marketplace offerings and integration solutions to enhance client and staff experience.
• Assist with user management within the technology stack, ensuring appropriate access and data integrity.
• Perform regular spot checks on system activity logs to identify and resolve errors.

Senior Implementation Specialist

• Developing strong client relationships on various tax consulting/compliance engagements
• Advising clients on a variety of issues including multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence
• Preparing complex multistate tax compliance and consulting projects requiring tax analysis for entities and their affiliates
• Researching and analyzing a wide range of tax issues and tax implications including pass-through entity taxes, apportionment methodology, unitary filings, and nexus considerations
• Managing engagement workflow and engagement team resources
• Providing leadership, counseling, and career guidance for the development and motivation of the engagement team

Senior Associate, State Income and Franchise Tax

Accounting Manager

• Support the firm’s financial operations by accurately recording transaction details and preparing timely financial statements using accounting software.
• Help strengthen clients’ financial reporting by developing schedules, reports, bank reconciliations, and annual unclaimed property filings.
• Assist professional staff with controllership and bookkeeping services, contributing to workpapers, trial balances, depreciation schedules, and engagement correspondence.
• Play a key role in resolving accounts payable issues and gathering essential data for tax return preparation, ensuring well‑maintained and organized client tax files.

Client Accounting Services Internship

• Interacting closely with clients to provide tax planning, consulting, and compliance services.
• Working closely with partners on delivering innovative tax planning strategies.
• Expect minimal to no travel required.

Senior Tax Associate

Client Services Representative

• Work with the Direct of Client Service to help lead, mentor, and develop client service associates, promoting a culture of excellence, collaboration, and continuous improvement.
• Work with the Direct of Client Service to help design and implement client service strategies, workflows, and best practices to enhance the overall client experience.
• Act as an escalation point for complex client issues, providing timely and effective resolutions while maintaining a high level of client satisfaction.
• Work with the Direct of Client Service to help ensure all client service activities adhere to industry regulations and firm policies, working closely with compliance teams to mitigate any risks.
• Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
• Full awareness of assigned client base — who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
• Coordinate directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
• Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients’ expectations and delivering exceptional service.
• Regularly interface with clients as an extension of the advisory teams.
• Serve as the subject matter expert on client account activity. Monitor for issues and escalate accordingly.
• Liaise with custodians as needed. Maintain good rapport with service teams and escalate issues for resolution in a timely manner.
• Maintain understanding of investment approach and how it intersects with the client process and experience.
• Maintain client data in the CRM — ensuring full, accurate data is entered for assigned client base.
• Updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
• Perform other duties as and when needed.

Senior Client Service Project Specialist, Wealth

• Provide tax compliance, planning, and advisory services to Aprio LLP
• Proactively research existing and proposed tax law to determine impact on Aprio’s financial position; present finding / recommendations to Aprio as appropriate
• Experience and understanding of flow through taxation, Partnership and S Corp
• Supervise tax staff to ensure that tax engagements are completed in an efficient and timely manner
• Review workpapers prepared by staff; recommend changes, additional documentation, research, and / or calculations as necessary to comply with applicable tax law and Aprio policy
• Participate in business development activities to increase client base; attend networking events and industry meetings and partake in thought leadership and speaking engagements