Aprio

• Apply strong technical tax accounting knowledge on consulting and compliance client engagements
• Prepare tax returns (Forms 1065, 1120, 1120s, 1040)
• Participate in the tax planning and consultation process for clients
• Participate in professional development activities, including training sessions and networking events, and work closely with Senior Leadership

Tax Associate

Security Engineer

• Support the client relationship from discovery through delivery—serve as the technical consultant.
• Assist in workshops, architecture sessions, and demos to translate client needs into actionable solutions.
• Deep expertise in at least 3 of the following areas, with working knowledge of others: Identity & Access: Entra ID, Conditional Access, PIM, JIT
• Threat Protection: Defender XDR suite, Sentinel, threat hunting
• Data Protection: Purview, DLP, Sensitivity Labels, DSPM
• Cloud Security: Azure Defender for Cloud, security posture management
• Automation & Scripting: KQL, PowerShell, Microsoft Graph API
• Develop security strategies aligned with frameworks like CMMC, NIST 800-171, and NIST 800-53.
• Support in development of security policies and procedures.
• Architect and implement Zero Trust strategies, XDR deployments, and threat modeling frameworks for mid-market and enterprise clients.
• Ensure compliance while improving operational security—deliver measurable business value.
• Develop standardized methodologies, playbooks, and procedures for technical delivery.

Azure Security Consultant

• Prepare and review a variety of tax returns, including Forms 1065, 1120, 1120S, and 1040.
• Support client engagements by applying strong technical tax and accounting knowledge.
• Assist in tax planning, strategy, and consultation for real estate-focused clients.
• Collaborate with senior team members and participate in Retail, Franchise, and Hospitality-related compliance and advisory work.
• Engage in firm-wide learning opportunities, including training sessions, mentorship programs, and networking events.
• Work directly with Senior Leadership to grow your expertise and build client service experience.

Tax Associate – Retail, Franchise, Hospitality

Client Services Representative

• Automation - Check/fix and ensure that all automated items are working properly, sales, payroll, inventory, payables, etc.
• Fixed Assets - Ensure that all fixed assets are included in program, correct term, save invoices, and update recurring depreciation/amortization on a go forward basis.
• Delivery Recs - Get, record, chargebacks, delivery fees, marketing, sales tax. All items for delivery rec.
• Investment Reconciliation - Ensure all investment accounts tie in and are properly accounted for.
• Transmittal - Transmit to McDonalds by the 25, validate and ensure all points are taken care of.
• Ratios - Make sure client understand ratios and that we share trends.
• Cash Projections - Depending on Client - Looking Out 5-20 days to ensure cash needs are met.
• E-Sales - By 12:00pm Central must give sales to McDonalds - ensure that all add back deductions are also correct.
• Delivery - Ensure that all reports are pulled for Chargebacks and correct accounting and template upload for automation.

Senior Associate, Client Services

• Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).
• Ensure accuracy, completeness, and compliance with federal and state tax laws.
• Supervise and mentor staff preparing returns, providing technical guidance and quality control.
• Lead tax planning engagements for individuals and small business owners.
• Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization.
• Collaborate with internal teams and external advisors to deliver holistic solutions.
• Manage multiple client relationships and engagements simultaneously.
• Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.
• Participate in business development efforts and identify opportunities to expand services with existing clients.
• Serve as a role model and coach for junior staff.
• Contribute to internal training and development initiatives.
• Support the evolution of the 1040 Transformation Project and related strategic initiatives.

Tax Manager

• 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 with clarity.
• Serve as the Tax Job Lead on designated clients when appropriate.
• Provide light technical explanation during planning discussions without performing full prep or review unless assigned.
• Identify complexity, planning triggers, and out-of-scope work; escalate items to the CSA and Tax Lead for proper billing and workflow support.
• Collaborate closely with CSAs, Wealth Advisors, Tax Leads, and specialist teams.
• Serve as the central coordinator for client-related tasks, ensuring handoffs are clear and timely.
• Activate overlays and planning workflows based on client attributes and cues.
• Maintain and update client notes, planning actions, and engagement details in HubSpot.
• Apply Aprio’s Tier + Overlay model consistently across all assigned clients.
• Use HubSpot, Practice Engine, HubSync, planning dashboards, and standardized workflows to manage client engagements.
• Monitor cue dashboards and ensure timely completion of planning tasks.
• Support margin protection by upholding minimum fees, proper scoping, and structured delivery expectations.

Senior Tax Manager

Payroll

• Lead and manage payroll processing for multiple clients, ensuring accuracy, timeliness, and compliance with applicable regulations
• Verify daily deposits to ensure accuracy
• Accurately enter and code labor distributions and payroll related transactions
• Manage employee profiles and records within QuickBooks, Unanet, and/ or CostPoint
• Assist in the preparation of 1099 forms
• Communicate with clients as needed
• Collaborate on special projects as required
• Provide backup support when needed

Payroll Associate, Aerospace Defense & Government Services

Business Analyst

• Serve as a hybrid Senior Business Analyst and Agile delivery partner, supporting the Data Services team operating in a Kanban-based agile environment
• Own and actively manage the team backlog, including intake, refinement, prioritization, and readiness of work items
• Facilitate agile practices as needed (e.g., stand-ups, backlog refinement, planning, retrospectives), adapting approach based on team needs rather than rigid frameworks
• Help keep developers focused and unblocked by clarifying requirements, dependencies, and acceptance criteria
• Translate complex business needs into clear, actionable user stories, functional requirements, and supporting documentation
• Proactively identify gaps, risks, and process improvements, and step into project coordination or delivery roles when needed
• Collaborate with stakeholders to identify opportunities for process improvement and technology adoption, and develop business cases to support these initiatives
• Conduct thorough analysis of existing processes, systems, and data to identify areas for improvement and develop actionable recommendations
• Build strong relationships with internal and external stakeholders, and communicate effectively to ensure alignment of priority and drive adoption of changes
• Develop and maintain subject matter expertise in relevant technologies and industry trends, and provide thought leadership and guidance to the organization
• Work with the ePMO and all cross functional teams across Aprio to drive continuous improvement
• Work with all levels of the organization to introduce, design, and implement changes in business processes and application practices
• Apply system analysis techniques and procedures including interviewing various resources to gather required information, analyzing and documenting requirements
• Be a trusted application advisor for development initiatives by providing objective, practical and relevant ideas, insights and advice

Senior Business Analyst

Analyst

• Request List Analysis: Analyze and parse data submitted by incoming firms. Make necessary modifications to the integration playbook to accommodate each transaction.
• Playbook Management: Continuously update and adapt the integration playbook as needed for each deal.
• Budgeting: Complete budget spreadsheets for each deal using established templates, covering all phases through Letter of Intent (LOI).
• Committed Spend Tracking: Prepare committed spend spreadsheets for each deal, leveraging information provided by the incoming firm.
• Contract Review: Identify contracts that must be maintained for day one integration, and determine which can be cancelled or should not be renewed.
• On-Site Assessment: Conduct site visits during the diligence phase to review infrastructure, work areas, and physical security.
• Hypercare Support: Provide specialized, high-touch support to incoming team members for up to three weeks post-integration.
• Transition Communication: Clearly communicate how incoming firms will access legacy systems and new platforms.
• Vendor Coordination: Work with vendors to order office equipment and schedule “smart hands” support as needed.
• Continuous Improvement: Lead retrospectives after each integration to identify and track areas for improvement.
• Travel: This position requires frequent travel (50–60%).
• IT Integration Coordination: Collaborate with the Infrastructure team on network hardware, email migration, and Office 365 tenant transitions.
• End User Services Coordination: Work with the End User Services team on laptop delivery, MS Teams room deployment, and secure printing.
• Security Coordination: Partner with the security team to conduct network scanning and penetration testing.

Senior IT M&A Analyst

• Enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors.
• Interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service.
• Perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.).
• Support and drive firm initiatives and maintain risk awareness and regulatory knowledge.

Wealth Client Service Associate

Learning and Development

• Collaborate with Practice and function leaders to assess and prioritize current and future learning and talent needs, ensuring alignment with Aprio’s strategic objectives.
• Design and propose innovative learning and development solutions, utilizing adult learning principles and forward-thinking instructional strategies that address identified needs.
• Serve as a strategic advisor to Practice leaders and their teams, engaging in strategic consultative discussions to define business challenges, identify performance gaps, and determine whether learning or other interventions best address Aprio's needs.
• Partner with the Learning Experience Design Studio, providing subject matter expertise, guidance, and feedback as they build and implement engaging learning solutions.
• Build and sustain productive relationships with key stakeholders, including technical experts and senior leaders, to drive adoption and continuous improvement of learning solutions.
• Apply learning analytics and metrics to evaluate the effectiveness and impact of learning initiatives, making recommendations for improvement where necessary.
• Champion the reputation and visibility of Aprio’s Learning & Development function by shaping a high-quality portfolio of learning experiences that strengthens the brand value of L&D with internal Aprio team members and external Alliance members.
• Collaborate with Aprio Alliance leaders to develop learning offerings that add value for Alliance members and can be commercialized and sold as part of Aprio’s external solutions.
• Conduct discovery conversations with internal and external stakeholders to deeply understand learning and talent development needs and translate these insights into actionable design requirements.
• Navigate and resolve conflict when approaches to learning differ, mediating between perspectives and guiding teams toward effective solutions.
• Influence and present compelling ideas and strategies to small and large groups—including executive audiences—driving alignment and enthusiasm for learning initiatives.
• Collaborate with the Manager of Learning Operations on establishing workflows, version control and quality assurance for all design work.

Director, Learning and Development – Assurance

Director, Learning and Development – Tax

Financial Planning and Analysis

• Support budgeting, quarterly/annual forecasting, and monthly variance analysis for Sales & Marketing.
• Maintain financial models that link marketing and sales investments to revenue and margin (LTV, CAC, ROAS).
• Help build attribution reporting and evaluate channel performance (paid, organic, events, email, partnerships).
• Work with Sales and Marketing to integrate CRM and marketing automation data (HubSpot) into financial models and dashboards.
• Deliver actionable insights and recommendations to marketing and sales partners to optimize spend.
• Develop and maintain KPI dashboards and reports for business partners and leadership.
• Conduct ROI analyses for campaigns and initiatives; run scenario and sensitivity analyses.
• Contribute to business cases for new programs, headcount, channel tests, and product launches.
• Collaborate with FP&A team members to improve processes and automate reporting.

FP&A Manager, Go-To-Market Strategy

• Work with a nationally ranked CPA and advisory firm that is passionate for what's next.
• Join Aprio's Risk Advisory and Assurance team and help clients maximize their opportunities.
• Lead our cloud security consultants serving small to enterprise organizations across the Defense Industrial Base.
• Guide consultants who assist our clients through their CMMC Level 2 certification journey while ensuring they have the right leadership support.

Manager, Cloud Security

• Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department.
• Deliver tax returns, extensions and estimates in both electronic and paper format.
• Preparation of zero extensions in tax software.
• e-Filing of tax returns.
• Coordination of receipt of signed e-File authorizations.
• Preparing and proofreading correspondence to include client engagement letters and response letters to the IRS and various tax authorities.
• Possess a general understanding of invoicing and reporting in a professional services environment.
• Preparation of expense reports.
• Handling confidential correspondence and files and new client set up.
• Coordinating and managing workflow with the team.
• Managing due date reporting for meeting IRS/Tax authorities deadline.
• Management of partner prospects and leads.
• Reporting in various programs.
• Creation of reports in Microsoft Excel with the ability to format, create intermediate formulas, charts, and graphs.
• Support with processing of certified mail.
• Assist in front desk/receptionist rotation.