Aprio

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 via online feed.
• Import of the bank/cc transactions via manual feed.
• Coding of bank and cc transactions.
• Reach out to the Senior Accountant for any open items to be sent to the Project Manager.
• The Accountant manages the processing of bills and receipts via the any third-party web-based application of the clients. This could be Bill.com, ReceiptBank, Dext etc.
• Process the bills uploaded in the Inbox on a specific schedule. This will include the general ledger code to be used, class to be assigned, description, service date, and the approvers to be assigned.
• Reach out to the Senior Accountant for the review of the bills processed.
• On a case-to-case basis, the Accountant also is responsible for entering customer deposits, application of payments, and any other AR related tasks to be assigned by the PM to the team.
• Read and interpret payroll reports, record payroll entries in accounting system, posting amounts to salaries/labor, federal and state tax expense and withholding liability accounts
• Monthly or quarterly, the accountant is responsible for reconciling the balance sheet and revenue accounts, updating workpapers, and posting closing entries in the accounting system.
• Monthly or Quarterly Financial Statement preparation with flux analysis/variance analysis.
• Assist the Senior Accountant in attending to the Manager/Project Manager/Client’s requests, questions, concerns, or issues.
• Helps with the preparation of process documents and works together with the Senior Accountant/Manager on process improvements.
• Assumes the responsibility in the absence of the Senior Accountant.
• Helps in the preparation and filing during the 1099 season.
• The ability to self-review work and build excel formulas to assist in the review process.

Accounting Associate – Real Estate

• 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 via online feed.
• Import of the bank/cc transactions via manual feed.
• Coding of bank and cc transactions.
• Reach out to the Senior Accountant for any open items to be sent to the Project Manager.
• The Accountant manages the processing of bills and receipts via the any third-party web-based application of the clients. This could be Bill.com, ReceiptBank, Dext etc.
• Process the bills uploaded in the Inbox on a specific schedule. This will include the general ledger code to be used, class to be assigned, description, service date, and the approvers to be assigned.
• Reach out to the Senior Accountant for the review of the bills processed.
• On a case-to-case basis, the Accountant also is responsible for entering customer deposits, application of payments, and any other AR related tasks to be assigned by the PM to the team.
• Read and interpret payroll reports, record payroll entries in accounting system, posting amounts to salaries/labor, federal and state tax expense and withholding liability accounts.
• Monthly or quarterly, the accountant is responsible for reconciling the balance sheet and revenue accounts, updating workpapers, and posting closing entries in the accounting system.
• Monthly or Quarterly Financial Statement preparation with flux analysis/variance analysis. Assist the Senior Accountant in attending to the Manager/Project Manager/Client’s requests, questions, concerns, or issues.
• Helps with the preparation of process documents and works together with the Senior Accountant/Manager on process improvements.
• Assumes the responsibility in the absence of the Senior Accountant.
• Helps in the preparation and filing during the 1099 season.
• The ability to self-review work and build excel formulas to assist in the review process.

Accounting Associate – Professional Services CAS

• 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, Private Client Tax

• Design, implement, and continuously improve QC and compliance processes for centralized processing, delivery and e-file teams.
• Collaborate with Manager of Centralized Returns to manage the centralized teams process and team members.
• Monitor team performance and establish metrics, dashboards, and routines to identify trends and drive corrective actions.
• Forecast volumes of returns coming to centralized teams and share proactive capacity/throughput insights with stakeholders.
• Troubleshoot, address and resolve escalated issues
• Coordinate essential due-date communications to the practice
• Stay up to date on filing due date changes and tax software updates.
• Partner with technology/development teams to identify, prioritize, and deliver automation opportunities to improve accuracy and efficiency of centralized teams.
• Review workflows and revise when needed to standardize and processes
• Develop and maintain a contingency plan for the weeks leading up to major due dates, including escalation paths, surge capacity, and communication cadence.
• Drive innovation and creative solutions to improve efficiency and responsibly expand offshore leverage and seasonal staffing models.
• Support organizational planning for centralized teams, including restructuring recommendations aligned to operational goals.

Senior Manager, QC and Compliance – Tax Operations

IT Support

• Accurately and skillfully performing 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 to client sites

Senior Audit Manager, Affordable Housing

Insurance

• Accurately and skillfully performing 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 – Affordable Housing

• Provide high-level executive support to multiple partners and directors; work independently, proactively manage workloads, and track project timelines
• Own complex calendar management and meeting logistics: schedule/coordinate internal and external meetings, prepare agendas and pre-meeting materials, send invitations, and reserve rooms/virtual links
• Coordinate domestic and international travel and related logistics (transportation, lodging, itineraries) and prepare/submit expense reports
• Plan and coordinate team meetings, conferences, and departmental events (virtual and in-person), including invitations, space reservations, catering/food service, hotel accommodations, and ground transportation
• Handle sensitive and confidential business matters with discretion; support special projects and process improvements as assigned
• Collaborate closely with other administrative assistants to coordinate coverage and complete shared projects
• Serve as a primary liaison between executives, internal teams, clients, and external stakeholders; build and maintain strong client/vendor relationships and deliver exceptional service
• Prepare, edit, and track engagement letters with accuracy and attention to detail
• Complete client setup forms for new clients and engagements
• Utilize CRM tool (HubSpot) to manage prospects and leads efficiently
• Proofread and prepare client and agency correspondence, including response letters to the IRS and other tax authorities
• Maintain due-date tracking and reporting to ensure timely responses and filings with the IRS and other tax authorities
• Coordinate receipt of signed e-file authorizations and follow up to obtain missing forms required for e-filing
• Support tax return delivery when not handled by the centralized delivery team
• Create, revise, and design PowerPoint presentations for various purposes
• Generate and analyze reports using various programs; build Excel reports using intermediate formulas, charts, and graphs
• Perform data management, maintenance, and cleanup across department applications and trackers
• Scan, organize, and file client documents; consolidate records to maintain orderly digital and physical files
• Act as a change agent for implementing new processes within the department and guide team members accordingly
• Assist with Conyers office administrative functions/events/office coverage
• Perform additional duties and ad-hoc tasks as assigned to support team and executive objectives

Senior Tax Administrator

• Understand, review and lead all functions related to Accounts Payable and Cash Management
• Reconcile cash and credit card accounts
• Final review of client bookkeeping accounts of before submission to accounting team
• Onboard new clients including new concepts
• On-going training and development of staff
• Automation troubleshooting
• Test and implement new processes
• Assist with special projects as needed for department and firm
• Provide backup when needed
• Assist team leaders with various team metrics and goals
• Assist team leaders with staff review process

Accounting Manager – Back Office Solutions

Systems Engineer

• Serve as a senior escalation point for complex infrastructure incidents and problems; drive root-cause analysis and permanent remediation.
• Design, implement, and maintain Windows and/or Linux server environments (physical, virtual, and cloud-hosted) following security and availability best practices.
• Administer identity and access services (e.g., Active Directory/Azure AD/Entra ID), including group policy, authentication, and privileged access controls.
• Partner with network and security teams to align infrastructure design with segmentation, firewalling, logging, vulnerability management, and compliance requirements.
• Plan and execute system upgrades, patching, and lifecycle activities with minimal downtime; create and validate rollback plans.
• Implement and maintain virtualization and/or container platforms (e.g., VMware/Hyper-V, Kubernetes) and supporting storage and backup services.
• Automate routine administration and deployment tasks using scripting and configuration management (e.g., PowerShell, Bash, Ansible, Terraform).
• Monitor performance and capacity; establish alerting, dashboards, and operational runbooks to improve reliability and mean time to resolution (MTTR).
• Maintain secure baselines and remediate noncompliance with IT policies, hardening standards, and audit requirements.
• Lead technical discovery and produce architecture/design documentation; estimate effort, identify risks, and coordinate delivery with cross-functional teams.
• Drive endpoint/server tooling and platform operations including monitoring agents, EDR, backup, and configuration standards across the lifecycle.
• Support hybrid-cloud operations (e.g., Azure/AWS), including networking integration, compute/storage services, and identity/security alignment.
• Mentor junior engineers, contribute to standards and documentation, and continuously improve processes through post-incident reviews and automation.

Senior Systems Engineer, Technology Advisory

• Own and manage the end-to-end monthly financial close cycle, from pre-close planning through final financial statement delivery.
• Maintain a detailed close calendar with assigned owners, hard deadlines, and dependency mapping.
• Drive accountability across all contributing teams — GL, AP, AR, payroll, and revenue — to ensure on-time, accurate close completion.
• Identify and eliminate bottlenecks in the close process through process redesign, automation, and clear escalation protocols.
• Produce and review monthly journal entries, accruals, prepaid schedules, and balance sheet reconciliations.
• Establish and monitor KPIs related to close timelines and reconciliation quality.
• Partner with the FP&A team to ensure GL activity is accurately reflected in management reporting and variance analysis.
• Apply knowledge of GAAP to review and approve journal entries, ensuring proper recognition, classification, and matching of revenues and expenses.
• Oversee data tagging at the transaction level across 7 different data tags.
• Manage the chart of accounts structure to ensure financial data is properly coded for reporting, analytics, and compliance purposes.
• Identify, document, and track EBITDA addbacks at the source, ensuring consistent classification and clear audit trail to support lender reporting and management views.
• Partner with the Financial Reporting team to ensure month end close output directly supports P&L, balance sheet, and management reporting deliverables.
• Design and maintain a robust internal control environment to safeguard financial data accuracy and completeness.
• Support external auditors by preparing audit schedules, responding to requests, and coordinating the annual audit process.
• Ensure compliance with debt covenant reporting requirements and support preparation of lender reporting packages.
• Document accounting policies and standard operating procedures; maintain updated close playbooks for all key processes.
• Lead continuous improvement initiatives to reduce close cycle time without compromising accuracy.
• Oversee day-to-day treasury operations, including cash management and bank account oversight.
• Partner with the FP&A team to monitor cash balances and forecasts to ensure adequate liquidity for operations.
• Review and approve cash disbursements and ensure proper controls over payments.
• Partner with leadership on optimizing cash flow and banking relationships.
• Maintain and improve treasury-related processes, controls, and reporting.
• Lead, mentor, and develop a team of accounting and operations staff, setting clear expectations and providing ongoing coaching and feedback.
• Manage and integrate offshore service delivery teams into the close and operational workflows, ensuring consistent quality, clear handoffs, and on-time delivery.
• Manage workload distribution across the team to ensure deadlines are consistently met without sacrificing quality.
• Foster a culture of accountability, accuracy, and continuous improvement within the team.
• Support hiring, onboarding, and performance management for direct reports.
• Demonstrate urgency and ownership in driving outcomes through to completion.
• Serve as a key finance operations partner to practice area leaders, HR, and other internal stakeholders on matters related to GL activity, Treasury, Procurement, Accounts Payable (AP) and Travel & Expense (T&E).
• Identify and lead process improvement initiatives across accounting operations, including automation opportunities and workflow enhancements.
• Maintain and update standard operating procedures (SOPs) for all processes within the team's scope.
• Support system implementations, upgrades, or integrations that touch GL, Treasury, Procurement, AP or T&E workflows, including testing and documentation.
• Assist with ad hoc projects and analyses as requested by Finance leadership.

Senior Manager, Accounting Operations

Procurement

• Prepare/write up full monthly work for more complex clients
• Review monthly work prepared by Associates and other Seniors
• Assist with monthly prep as needed and provide quality feedback
• Confirm work is flowing through Associates and Seniors with minimal edits
• Assist with training and development of Staff and Seniors
• Increased client responsibility
• Delegate tasks appropriately
• Communicate with team members for missing items for monthly work
• Calculate and analyze financial ratios
• Complete more complex business and personal tax returns
• Begin client relationship
• Discuss open items
• Review financial ratios
• Start to work independently with minimal review on work performed
• Understand priorities and communicate those priorities effectively
• Ability to meet budget and realization goals for both for clients and team

Senior Associate, RFH Outsourcing

• Leading and executing financial assessments and delivering final work products to the client.
• Partnering with client and relevant stakeholders to analyze and redesign chart of accounts.
• Liaising with client stakeholders and Aprio team members.
• Serving as a subject matter expert for complex accounting matters, providing guidance to both clients and Aprio team members.
• Identifying and implementing process improvement opportunities across all finance department areas.
• Identifying gaps in financial policies and improving policies and procedures tailored to the client’s needs.
• Directing and overseeing weekly accounting activities, month- and year-end close, and financial reporting processes.
• Leading, mentoring, and developing Aprio team members.
• Promoting a culture of collaboration, accountability, and continuous improvement.
• Collaborating with internal and external partners supporting client needs, including auditors, tax advisors, and other advisors.
• Supporting business development initiatives through relationship building, participation in networking events, identifying sales opportunities within existing and prospective clients, and collaborating with firm leadership to drive growth in the Technology CAS practice.

Senior Accounting Manager

• The Accountant is responsible for the weekly and monthly accounting tasks of the clients that have been assigned to the team.
• Pull reports needed for monthly work from various websites as needed.
• Verify and adjust system generated journal entries in accordance with client specific treatments.
• Perform bank reconciliations.
• Import of the bank/cc transactions via manual feed.
• Coding of bank and cc transactions.
• Reach out to the Senior Accountant for any open items to be sent to the US Reviewers.
• Read and interpret payroll reports, record payroll entries in accounting system, posting amounts to salaries/labor, federal and state tax expense and withholding liability accounts
• Monthly, the accountant is responsible for reconciling the balance sheet and revenue accounts, updating workpapers, and posting closing entries in the accounting system.
• Assist the Senior Accountant in attending to the Manager/Project Manager/Client’s requests, questions, concerns, or issues.
• Helps with the preparation of process documents and works together with the Senior Accountant/Manager on process improvements.
• Assumes the responsibility in the absence of the Senior Accountant.
• Helps in the preparation and filing during the 1099 season.
• The ability to self-review work and build excel formulas to assist in the review process

Accounting Associate, Back Office Solutions

Business Analyst

• Lead execution of analysis to identify potential growth opportunities for merged firms
• Leverage analyses to help lead working sessions with merged firm leaders and partner base to assess potential opportunities and align on focus areas
• Support development of Strong Start growth plans for each merged firm
• Support refinement of processes and dashboards/reports to monitor and ensure execution against Strong Start growth plans
• Translate complex business needs into clear, actionable user stories
• Proactively identify gaps, risks, and process improvements
• Collaborate with stakeholders to identify opportunities for process improvement and technology adoption
• Conduct thorough analysis of existing processes, systems, and data to identify areas for improvement
• Build strong relationships with internal and external stakeholders
• Develop and maintain subject matter expertise in relevant technologies

Senior Business Analyst, ePMO

Project Manager

• Lead the planning and execution of enterprise-wide projects, ensuring alignment with business objectives and delivery of key milestones.
• Collaborate with stakeholders across departments to define project scope, goals, deliverables, and success metrics.
• Apply agile methodologies and scrum frameworks to promote flexibility, continuous improvement, and iterative progress throughout the project lifecycle.
• Facilitate sprint planning, daily stand-ups, reviews, and retrospectives, encouraging team collaboration and transparency.
• Proactively identify risks and obstacles, developing solutions to keep projects on track and within budget.
• Develop and maintain detailed project timelines, allocating resources wisely and monitoring progress to achieve outcomes on schedule.
• Facilitate effective communication between teams, ensuring transparency and coordination across all agile ceremonies and project stages.
• Manage changes and deviations from the original plan, adapting strategies as necessary to ensure success.
• Champion the adoption of best practices and methodologies for agile project delivery, driving efficiency and quality throughout the organization.
• Continuously seek opportunities to optimize workflows and introduce innovative solutions.
• Leverage data from various enterprise databases to generate insightful reports that support decision-making and highlight project impact.
• Utilize analytical tools such as Power BI to identify key trends, measure performance, and guide strategic direction.
• Maintain and enhance internal communication platforms to ensure teams are informed, connected, and equipped with needed resources.