Aprio

Accounting Manager

• Process accounts payable from invoice entry through check-cutting
• A/R - billing of customer invoices and collection of customer payments
• Job Costing for government contracts
• Daily accounting for all cash deposits
• Monthly Bank Reconciliations
• Process payroll and entering payroll journal entry and update vacation balances
• General ledger account reconciliations
• Assist with preparing financials and updating forecast schedules
• Closing Process/Cycle
• Mastering budgeting and forecasting process including identifying areas of concern (e.g. indirect tab; variances)
• Financial Reporting, as needed
• Working knowledge of indirect rates and basic pricing skills
• Organize and maintain all vendor and accounting records
• Prepare and update spreadsheets weekly
• Research items; handle inquiries and information requests
• Monitors cash flow in accordance with client needs
• Responsible for meeting deliverables and client satisfaction for assigned clients
• Support assigned clients with cost-effective, accurate, and compliant accounting services
• Assist with training of Junior Accountants, as needed

Accounting Associate, Aerospace, Defense, Government

Manager

• Reconcile credit card accounts within the Intacct module
• Final review of client accounts of before transmission to CST
• Onboard new clients including new concepts
• Quarterly training and developing of staff
• Automation troubleshooting
• Test and implement new processes
• Assist with special projects as needed for department and firm
• Provide backup when needed
• Assist, monitor, and train staff when needed.
• Assist team leaders with various team metrics and goals.
• Assist team leaders with staff review process.

Manager, Back Office Solutions

• 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.

Manager, Assurance Services

• Manage day-to-day activity of accounting services for assigned clients; responsible for project management of accounting schedule; manage all audits (e.g. DCAA, CPA, etc.)
• Develop indirect rate structures, budgets, forecasts, and incurred cost submissions
• Prepare monthly financial statements and variance analysis; troubleshoot system errors
• Develop briefs for clients on results, forecasts, and opportunities for improvement
• Help CEOs with decision making in providing financial outcomes for alternative scenarios – in conjunction with CFO Advisor
• Handle tasking with minimal oversight

Manager, Aerospace, Defense, Government

• Aprio’s tax professionals are committed to exceptional client service and developing and implementing intelligent strategies that can reduce our clients' tax bills.
• 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

• Prepare and review federal and multistate tax returns for individuals, partnerships, corporations, and pass-through entities with an emphasis on California tax
• Research tax issues and assist with tax planning opportunities for clients
• Serve as a primary contact for clients, maintaining strong professional relationships

Senior Tax Associate

• Serve as the primary consultant supporting GSA MAS contractors across the entire contract lifecycle
• Lead and execute GSA MAS contract acquisitions, including: Evaluation of transactional data reporting requirements, Development of pricing strategies, Preparation and submission of eOffer documentation, Negotiation of terms and conditions with GSA
• Independently manage GSA MAS contract maintenance, including: All required contract modifications (pricing, administrative, scope, and compliance-related)
• Advising clients on MAS compliance obligations and best practices
• Act as a strategic advisor to clients, helping them understand how to operationalize and maximize their MAS contracts
• Develop and manage client project plans, timelines, and deliverables
• Proactively manage client relationships, expectations, and communications, including interactions with executive leadership
• Identify risks, anticipate issues, and recommend practical solutions before problems escalate
• Contribute to Aprio thought leadership, tools, and internal process improvements
• Mentor senior and associate-level team members and support team development initiatives
• Participate in internal strategic planning and firm initiatives

• Oversee a portfolio of healthcare and professional services clients, ensuring a high standard of client service and satisfaction
• Coordinate with team members to ensure the accurate and timely completion of weekly accounting activities, month-end close processes, and financial reporting
• Review and approve month-end and year-end financial statements in accordance with applicable accounting standards and client requirements
• Provide proactive, strategic advisory support related to budgeting, forecasting, and financial planning to help clients achieve organizational objectives
• Serve as a subject matter expert for complex accounting matters, providing guidance to both clients and internal team members
• Lead, mentor, and develop staff, promoting a culture of collaboration, accountability, and continuous learning
• Identify and implement process improvements to enhance efficiency, scalability, and consistency across client engagements
• Ensure compliance with internal controls and best practices to maintain the accuracy and integrity of client financial records
• Collaborate with internal and external stakeholders, including auditors, tax advisors, and other service providers, to support client needs
• Stay informed of emerging healthcare industry trends and regulatory developments and apply relevant insights to client solutions and team operations

Senior Accounting Manager

• Overseeing daily accounting operations, month-end close, and monthly financial reporting for clients
• Providing proactive, strategic guidance to support clients’ financial health and operational effectiveness
• Leading and developing a team of professionals to deliver high-quality client outcomes
• Ensuring efficient team and client operations and maintaining accountability for client profitability
• Fostering a collaborative, positive working environment and supporting team success through coaching, development, and engagement

• Responsible for trial balances within QuickBooks
• Verify, allocate, post and reconcile accounts payable and receivable
• Produce accounting reports and present their results
• Analyze financial information and summarize financial status
• Verify, allocate, post and reconcile accounts payable and receivable
• Participate in financial standards setting and in forecast process
• Prepare financial statements and produce budget according to schedule
• Assist with tax audits and tax returns
• Plan, assign and review staff’s work
• Support month-end and year-end close process
• Develop and document business processes and accounting policies to maintain and strengthen internal controls
• Ensure compliance with GAAP principles

• Apply knowledge of state income concepts for multistate businesses, including nexus issues, revenue sourcing issues, and state treatment of pass-through entities and C-corps
• Consult on state sales and use tax concepts
• Analyze varying state sales factor sourcing rules
• Represent taxpayers in state tax audits and work with state departments of revenue
• Exposure to tax controversy, appeals and voluntary disclosures
• Multi-state tax consulting, such as: Nexus and apportionment studies, determinations on state filing methodologies (e.g., separate vs combined, composite v, nonresident withholding, etc.), advising taxpayers on unique state tax regimes, such as state gross receipt taxes). Sales and use tax taxability determinations of varying products and services, recent developments in sales tax economic rules; variations in how states tax the digital economy
• Perform tax research, including distinguishing between relevant levels of authority (I.e.,. statues, regulations, administrative guidance, etc.) and synthesize findings in a clear and concise manner for internal and external clients

Senior Associate, State & Local Tax

• Review and analyze tax notices received by clients.
• Communicate with clients to gather necessary information and documentation.
• Prepare and submit responses to tax authorities in a timely manner.
• Track and follow up on the progress of tax notice resolutions.
• Assist in preparing clients for tax audits, including organizing relevant financial records and documents.
• Work closely with the Tax Controversy team to develop audit defense strategies.
• Collaborate with clients and tax authorities during the audit process.
• Analyze audit findings and propose appropriate resolutions.
• Assist clients in addressing tax debt issues and developing repayment plans.
• Communicate and negotiate with tax authorities to resolve outstanding tax debts.
• Monitor and track progress on debt collection efforts.
• Conduct legal research to support tax controversy cases.
• Prepare legal documents, such as appeals, petitions, and settlement agreements.
• Ensure compliance with all relevant tax laws and regulations.
• Maintain clear and effective communication with clients regarding the status of their tax controversy cases.
• Provide expert guidance and advice to clients on tax-related matters.
• Stay up to date with changes in tax laws, regulations, and policies.
• Attend training sessions and professional development opportunities to enhance knowledge and skills.

Senior Associate – Tax Controversy

Project Manager

• Lead and manage enterprise-wide projects, such as the Partner Transition program from initiation through completion, ensuring all deliverables are met on time and within scope.
• Develop and implement comprehensive partner succession planning strategies to support business continuity and growth.
• Collaborate with the Partner Success Team and other cross-functional stakeholders to identify transition needs, risks, and mitigation plans.
• Coordinate transition activities, including communications, documentation, and knowledge transfer, to minimize disruption and maximize partner satisfaction.
• Establish and monitor key performance indicators (KPIs) to measure the effectiveness of transition and succession initiatives.
• Facilitate regular project updates, status reports, and executive briefings for senior leadership and stakeholders.
• Proactively identify risks and obstacles, developing solutions to keep projects on track and within budget.
• Develop and lead a team of Project Managers, allocating resources wisely and monitoring the team’s progress and the portfolio.
• Ensure teams are allocated to projects based on skills and needs for the projects by proactively matching the right resources to the right projects.
• Champion the adoption of best practices and methodologies for project delivery, driving efficiency and quality in all ePMO led projects.
• Periodically lead critical projects for the firm and partner with senior executives in the organization for project success.
• Maintain and enhance internal communication platforms to ensure teams are informed, connected, and equipped with needed resources.

Senior Project Management Lead

Payroll

• Review new client payroll configurations to ensure accurate system setup.
• Validate payroll elements including earnings codes, deductions, tax configurations, and employee classifications.
• Confirm payroll system setup aligns with client requirements and compliance standards.
• Conduct pre-processing and post-processing audits of payroll runs.
• Validate payroll data including hours, wages, tips, taxes, and deductions.
• Identify discrepancies, variances, or anomalies prior to payroll release.
• Generate audit reports identifying discrepancies and payroll variances.
• Escalate payroll exceptions to payroll specialists for correction.
• Ensure all issues are resolved before payroll is finalized and transmitted.
• Maintain payroll audit checklists and validation logs.
• Document audit procedures and support development of standard operating procedures.
• Ensure consistent application of payroll quality control processes.
• Partner with U.S. Payroll Associates to resolve payroll issues.
• Support accurate client onboarding by validating payroll system setup.
• Provide feedback that helps reduce recurring payroll errors and rework.
• Identify patterns in payroll discrepancies or system setup issues.
• Recommend process improvements to reduce payroll errors and strengthen compliance.
• Contribute to the enhancement of payroll audit and validation processes.

Associate, Payroll Audit

• 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 any third-party web-based application of the clients.
• Process the bills uploaded in the Inbox on a daily processing. 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.
• 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, Aerospace, Defense, Government

Manager, Back Office Solutions

Manager, Assurance Services

Manager, Aerospace, Defense, Government

Tax Manager

Senior Tax Associate

Manager, Aerospace, Defense, Government

Senior Accounting Manager

Accounting Manager

Accounting Manager

Senior Associate, State & Local Tax

Senior Associate – Tax Controversy

Senior Project Management Lead

Associate, Payroll Audit

Accounting Associate – Professional Services Outsourcing