Aprio

Procurement

• Review monthly work for more complex clients
• Perform budget and profitability assessments
• Work independently as a lead on medium level clients, receive assistance to gain knowledge on more complex clients
• Train and develop Supervisors
• Manage workloads and timelines
• Onboard new clients
• Prepare and review consulting level task/projects
• Handle more complex work assignments
• Ensure quality of work and client service
• Work on firm projects that increase productivity, revenue, and overall firm success
• Start to prepare presentations for clients, building network for revenue growth, and start to find their area of expertise
• Assist with client billing

Manager, RFH Outsourcing

Accounting Manager

• Support one or more large, complex CAS engagements by coordinating schedules, deliverables, and recurring engagement activities
• Maintain project plans, trackers, dashboards, and engagement metrics to support timely execution and leadership visibility
• Help ensure deliverables are assigned, progress is tracked, deadlines are met, and coverage needs are identified early
• Assist with preparation of client‑facing and leadership materials, including presentations, reports, dashboards, and meeting materials
• Support client meetings through agenda coordination, documentation, and action‑item tracking
• Leverage technology and project tools to improve engagement organization, reporting, and workflow efficiency
• Identify opportunities to streamline processes, enhance reporting, and improve coordination through better use of systems and tools
• Assist with onboarding and training of new hires on engagement structure, tools, and expectations
• Support documentation and ongoing maintenance of internal standard operating procedures (SOPs) and engagement documentation

Engagement Coordinator, Client Accounting Services

Customer Support

• Electronically process and assemble tax returns from the tax software
• Deliver assembled tax return packages via SafeSend Returns or email to client in a timely manner
• Electronically file tax returns within the e-file system
• Assist Tax Operations Team with data projects
• Perform quality control review for completeness and accuracy of your own work
• Secure and protect Personally Identifiable Information
• Support with processing certified mail and coordinate catering for team meetings and events
• Occasionally assist in front desk/receptionist rotation.
• Scan client documents and consolidate filing.
• Participate in standby national pool support as needed.
• Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders.

Tax Support Specialist

• Daily deposit verification
• Invoice entry coding
• Bank reconciliations
• Setting up vendors in Intacct
• Data entry for credit cards
• Assist with special projects as needed
• Provide backup when needed
• Contact vendors
• Prepare 1099s
• Process credit card payments

Accounting Associate – Back Office Solutions

Designer

• Conduct qualitative and quantitative analyses to assess learning needs, measure training effectiveness, and identify improvement opportunities.
• Design and develop self-paced, virtual instructor-led, and in-person learning experiences and simulations supporting leadership and professional development, and technical training.
• Serve as a producer for virtual and in-person training through Zoom and Conferences io to ensure programs are educational, engaging, technically sound, and user-friendly, leading to a successful learning experience for team members.
• Prepare program evaluation reports using feedback and performance data to measure training program impact and improve future development initiatives.
• Systematically assess, design, develop, implement, and evaluate training programs based on learners' needs and objectives following the ADDIE model.
• Develop high-quality and branded deliverables by proofreading materials and projects with strong attention to detail.
• Design and integrate evaluation strategies, leveraging the Kirkpatrick Model, to ensure training programs align with and drive performance outcomes.
• Complete necessary learning administration tasks, including creating course rosters, updating attendance in LCvista, and preparing training reports for SMEs and L&D leads.
• Stay abreast of business, process, and skill needs, ensuring developmental opportunities remain relevant and delivered in the most effective format, or shifting based on Aprio's evolving needs.
• Monitor and respond to inquiries in the Learning & Development inbox.

Senior Learning Designer

• Aprio’s L&D Senior Specialist, Tax Training is responsible for delivering high-quality training programs that enhance the professional growth and expertise of the firm's tax professionals.
• This role focuses on facilitating engaging training sessions, both in-person and virtually, that align with the firm’s strategic goals and industry standards.
• The L&D Senior Specialist, Tax Training collaborates closely with subject matter experts and tax partners to ensure that training content is accurate, relevant, and effectively meets the learning needs of Aprio’s tax team.
• This team member seamlessly translates complex tax topics into accessible and practical learning experiences and has a strong understanding of tax software.
• The incumbent is also responsible for assessing the effectiveness of training programs and making continuous improvements to ensure continuous learning and professional excellence.
• The L&D Senior Specialist, Tax Training must be naturally curious, innovative, and capable of managing multiple training initiatives simultaneously.
• This team member has strong interpersonal skills, creatively engages learners, communicates effectively, and can adapt to the evolving development needs of the firm’s tax team.
• To excel in this role, they must also possess a strong foundation in instructional design methodologies and be able to apply these concepts in a professional services environment.
• The L&D Senior Specialist, Tax Training reports directly to the Senior Manager, Learning & Development, and contributes to fostering a culture of continuous learning and professional excellence within Aprio.
• Occasional travel and participation in firmwide learning initiatives may be required.

Senior Learning and Development Specialist, Tax Training

Learning and Development

• Deliver high-quality training programs that enhance the professional growth and expertise of the firm's assurance professionals.
• Facilitate engaging training sessions, both in-person and virtually, that align with the firm’s strategic goals and industry standards.
• Collaborate closely with subject matter experts and Assurance partners to ensure that training content is accurate, relevant, and effectively meets the learning needs of Aprio’s Assurance team.
• Translate complex Assurance topics into accessible and practical learning experiences.
• Assess the effectiveness of training programs and make continuous improvements to ensure continuous learning and professional excellence.
• Manage multiple training initiatives simultaneously.

Senior Learning and Development Specialist – Assurance Training

• Manage income tax preparation engagements and work in the business tax group
• Able to provide advice on numerous issues that relate to doing business in the US, such as discussions around retirement plans, payroll setup, sales tax, accounting requirements and obligations
• Be familiar with domestic tax issues such as state nexus, deferred revenue, UNICAP, 163(j) limitations, and R&D capitalization
• Willing to work closely with a lead partner and a select group of professional staff
• Duties will include high level review of various tax submissions, as well as tax consulting

Tax Director

Manager

• Leveraging industry and technical expertise to assess risks and control implementation associated with client environments handling CUI.
• Leading or supporting all phases of CMMC assessment delivery including scoping, planning, evidence collection, testing, analysis, and reporting.
• Managing client interactions across multiple levels including executives, security teams, and system owners.
• Managing multiple concurrent client engagements including timelines, deliverables, and quality of work.
• Documenting assessment results with clear, defensible rationale aligned to assessment objectives.
• Evaluating control implementation across cloud and hybrid environments including AWS, Azure (Commercial, GCC, GCCH), and GCP.
• Reviewing workpapers, testing results, and draft reports to ensure completeness, accuracy, and consistency.
• Maintaining strict assessor independence while providing practical insight into control gaps and deficiencies.
• Supporting internal quality assurance processes and adherence to C3PAO requirements.
• Coaching and developing junior team members.
• Assisting with business development and growth of the CMMC practice as needed.
• Approximately 20–30% travel time required.
• Leading internal initiatives as necessary.

Manager, RAAS – IAS, Government Certifications

• Reviews the correctness and completeness of the weekly work, which includes bills processing and bank transaction coding, and monthly work prepared by the Associate Accountant.
• Prepares month end closing tasks and year end reviews
• Ensures all weekly and monthly responsibilities of the Associate accountant are being done diligently.
• Performs initial and/or final review of monthly and/or quarterly management reports.
• Provide Accounting and Technical support to Accounting Associate(s); train or guide the Accounting Associate(s) where needed.
• Handles new and complicated tasks, client onboarding, clean up and catch-up work, seasonal tasks (such as 1099 and audit support), and creation or maintenance of accounting work papers.
• Preparation of process documents and works together with the Manager on process improvements.
• Attend to Manager/Project Manager/Client’s questions, concerns, or issues.
• Work with the Manager on people management – team’s capacity, performance evaluation, staff concerns, interviews for new hire, employee onboarding, etc
• In the absence of the Associate, Senior accountant assumes the responsibility of the Associate
• In the absence of the Manager, can perform as the leader of the team.

Senior Accounting Associate – Professional Services

• Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager to join their dynamic team.

Senior Tax Manager

• 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

• Interns get the opportunity to work with small, medium, and large clients
• Work closely with clients to provide tax planning, consulting, and compliance services
• Deliver innovative tax planning strategies
• Assist audit experts with financial reporting capabilities, internal controls, and accounting issues
• Complete a group project involving volunteering and social impact
• Participate in networking events and activities for interns to meet employees and partners

Tax/Audit Intern

Data Scientist

• Use AI tools to accelerate analysis, data migration, and quality validation, while maintaining accountability for accuracy and reconciliation.
• Lead the migration of historical data from legacy systems into Unanet ERP, ensuring completeness and accuracy.
• Design and implement complex SQL queries, SSRS reports, and Power BI dashboards to drive actionable business insights.
• Serve as a subject-matter expert to assess data needs, define requirements, and deliver custom solutions.
• Guide junior consultants on data best practices, tooling, and project delivery.
• Manage multiple data-focused projects simultaneously, balancing scope and timelines.

Data Manager

Compliance

• Lead and support multiple low to moderately complex managed security compliance engagements, ensuring quality, consistency, and timeliness in all deliverables.
• Execute compliance assessments, gap analyses, remediation planning, and evidence collection across frameworks such as PCI DSS, SOC 1, SOC 2, ISO 27001, ISO 27701, HITRUST, CMMC, FedRAMP, NIST CSF, and GDPR.
• Develop draft policies and procedures, reports, and other common project deliverables based on established template sets.
• Effectively use project management tooling (Motion) to cross-map multiple account calendars, streamline scheduling, manage and prioritize tasks, assign tasks to others, and document processes and important client information.
• Effectively use GRC platforms (Drata, Anecdotes, Hyperproof) to implement and manage Compliance Operations for clients.
• Make efficient use of business tools (Slack, MS Office Suite, project management platforms) to work smarter, not harder.
• Communicate effectively in email, chat, meetings, and other professional settings. Never forget to send weekly status updates.
• Learn and apply AI LLM prompting basics; understand when to trust AI outputs and when to be skeptical.
• Support senior team members in client relationship management and contribute to expanding services within existing accounts.
• Collaborate with internal teams, including audit, advisory, and offensive security, to support integrated service delivery.
• Monitor regulatory developments and industry trends to stay current on compliance requirements and best practices.
• Complete all CPE requirements for current certifications prior to end of Q3.
• Attend firm-sponsored trainings as applicable.
• Manage your schedule in ProStaff and maintain timely, accurate completion of all required compliance and training.