Aprio

General

• Skillfully and accurately performing audits
• Preparing audit work papers and adjusting trial balances
• Compiling financial statements into a written report to be presented
• Creating and strengthening relationships with coworkers and clients
• Traveling 15-20% of the time

Audit Associate

• 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 Associate, Tax

• Lead and manage complex SALT engagements across sales & use, state income, and franchise tax
• Serve as a trusted advisor on nexus, apportionment, taxability, and multi-state planning
• Oversee review of returns, provisions, and technical memoranda
• Lead audit defense, VDAs, and tax controversy engagements
• Advise on income/franchise tax implications including state filings, apportionment methodologies, and planning strategies
• Develop and maintain strong client relationships; identify growth opportunities
• Mentor and develop Managers and staff; help build a high-performing team
• Support practice growth initiatives, process improvements, and potential business development efforts

Senior Tax Manager, State and Local Tax

Operations

• Own execution of recurring billing operations: invoice setup/maintenance, schedule integrity, and coordination of monthly/quarterly review cycles.
• Coordinate billing corrections and credits logistics; prepare documentation and recommendations; escalate policy/exception decisions as required.
• Maintain job role and manager assignment integrity in Practice Engine and related billing systems; coordinate bulk cleanups and ongoing updates.
• Develop and maintain operational guardrails, SOPs, and runbooks for finance operations processes; train team members and ensure consistent application.
• Manage data quality across reporting layers (Power BI outputs, dashboards, extracts) and reconcile variances prior to leadership reliance.
• Support the annual budget cycle and in-year forecasting: validate personnel / requisition linkage, support bottoms-up assumptions, and coordinate updates with FP&A.
• Triage and manage finance-operations requests via ticketing / shared inboxes; delegate appropriately to offshore/onshore resources and track closure.
• Monitor and report KPIs: billing timeliness, exception volume, data-quality defect rate, and cycle times; drive continuous improvement and automation.
• Coordinate cost-center approvals and finance operations vendor invoice workflows when delegated; ensure proper coding and routing.

Manager, CAS Operations

• Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
• Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.)
• Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions.
• Assist with federal, state, and local tax notices resolutions, estimates tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s.
• Research and consult on various tax engagements.
• Respond to inquiries from the IRS and other tax authorities.
• Utilize tax preparation software to prepare, review and process returns.
• Interact with managers, partners and clients.

• 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

Senior Tax Associate – Real Estate

Ecommerce

• 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/accounting manager for any open items to be sent to the PM.
• 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/accounting manager 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.
• The ability to self-review work and build excel formulas to assist in the review process

Accounting Associate, E-Commerce

Manager

• 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

Billing Specialist

• Serve as the dedicated Billing Analyst for newly acquired firms during the first three months post-acquisition
• Support billing training during Aprio Week
• Review and correct inaccurate billing information during the initial three-month onboarding period
• Conduct virtual open office hours throughout the first three months to support onboarding and billing questions
• Provide regular updates on training progress and billing activities throughout the onboarding period
• Coordinate the transition of each acquired firm to its assigned Billing Analyst following the initial three-month onboarding period
• Identify opportunities to enhance, standardize, and document billing processes and procedures
• **Monthly travel required- possibly up to 50%**

M&A Billing Analyst

• Manage income tax preparation engagements and work in the business tax group.
• Proven experience working with multinational businesses operating in the US, with a strong understanding of how US tax and accounting regulations differ from those in other countries.
• Be familiar with US international tax concepts, rules, and requirements relating to multinational business operations, including items such as transfer pricing, inbound inversions, and income inclusion related to CFCs.
• 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 compared to other countries.
• Able to spot and advise on cross-border issues that may not be appropriately addressed by clients and respectfully raise issues proactively with clients.
• Have familiarity with US Tax Treaties and related concepts such as permanent establishment, ECI, FDAP, and withholding tax obligations for foreign companies and individuals.
• Demonstrate ability to research complex tax situations involving multi-entity international controlled group structures.
• Understands the required technical reporting on tax returns, including those related to Forms 114, 5471, 5472, 8858, 8865, and 8938.
• Experience with various elections and disclosures relating to Form 3115, Form 8832, Sec. 351, Sec. 361, Sec. 451, and Sec. 6038.
• Able to perform calculations related to various international tax concepts, including PFICs, foreign tax credit limitations, Section 956 inclusions, FDII deductions, and GILTI and Subpart F income allocations.
• Be familiar with domestic tax issues such as state nexus, 382 limitations, deferred compensation, deferred revenue, UNICAP, 163(j) limitations, and R&D capitalization.
• Ability to work with legal and foreign advisors to come up with mutually agreed-upon business plans and structures.
• Willingness to immediately take on a small book of clients and provide top-notch client service.
• Desire to be growth-oriented and grow a book of business over time.
• 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

Compliance

• Lead assessments of financial reporting risks and key business processes, including order-to-cash, procure-to-pay, record-to-report, payroll, inventory, and revenue recognition.
• Design, evaluate, and optimize process-level and entity-level controls, with a focus on accuracy, completeness, authorization, and segregation of duties.
• Translate accounting and operational risks into practical control recommendations aligned with management’s business objectives.
• Review and challenge management’s risk assessments, control narratives, and control rationales for sufficiency and audit-readiness.
• Lead all phases of client engagements, including planning, execution, staffing, quality assurance, and reporting.
• Serve as a trusted advisor to clients, ensuring alignment with their risk management and compliance objectives.
• Partner with CFOs, Controllers, and Finance leaders to address financial reporting risk, audit readiness, and control maturity.
• Assist with sales efforts and contribute to expanding the GRC practice.
• Identify opportunities for additional services and value-added solutions.
• Coach, mentor, and develop team members to support career growth and engagement quality.
• Foster a positive, collaborative work environment.
• Perform and oversee engagements such as SOX 404 advisory, financial and operational internal audits, SOC 1 examinations, business process reviews, and related compliance frameworks, with a strong emphasis on financial reporting risk and control effectiveness.
• Stay current on regulatory changes and industry best practices.
• Lead internal projects and contribute to continuous improvement of methodologies and processes.
• Approximately 30% travel required.

Manager, RAAS I Governance, Risk, and Compliance, GRC

Administration

• Communicate with multiple audiences (i.e., partners, team members, and clients) verbally and in writing.
• Manage complex calendars and coordinate appointments, meetings and conference calls
• Handle professionally sensitive and confidential business matters and assist with special projects
• Act as a resource for partners and team members
• Team player with a positive attitude and works well with multiple personality types
• Effectively manage competing priorities
• Strong commitment to completion of tasks and meeting strict deadlines
• Take accountability for work product
• Work independently and with quick turnarounds
• Manage competing priorities
• Balance multiple objectives and perform successfully under pressure
• Follow instruction in compliance with firm policy requirements and adhere to an existing set of rules and standards

Assurance Administrator

• 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

Communications

• Partner with the Media Relations/PR leader to set strategic direction for proactive and reactive media strategies that protect and enhance the organization's reputation.
• Provide senior counsel and support to the Media Relations/PR team on high-stakes issues, and key announcements, coordinating across legal, HR, and senior leadership.
• Serve as an escalation point for issues monitoring, media Q&As, and consistent message delivery during sensitive situations.
• Align media relations activity — including press releases, media pitches, media briefings, and events — with broader communications priorities and organizational goals.
• Partner with the Social Media leader to develop platform-specific strategies that build brand presence, drive engagement, and grow audiences.
• Ensure social media strategy is integrated with the broader global communications strategy and aligned to brand voice and business priorities.
• Support the Social Media team in identifying trends, opportunities, and risks through landscape monitoring and listening data.
• Provide guidance and senior oversight on social media governance, policies, and response protocols.
• Lead, mentor, and develop a high-performing, cross-functional communications team across multiple geographies.
• Foster a culture of collaboration, accountability, innovation, and continuous improvement.
• Recruit and retain top communications talent.

Audit Associate

Senior Associate, Tax

Senior Tax Manager, State and Local Tax

Manager, CAS Operations

Senior Associate, Tax

Tax Manager

Senior Tax Associate – Real Estate

Accounting Associate, E-Commerce

Manager, Assurance Services

M&A Billing Analyst

Tax Director

Manager, RAAS I Governance, Risk, and Compliance, GRC

Assurance Administrator

Tax Associate

Senior Manager, Strategic Communications – Corporate Affairs