Aprio

Compliance

• Lead and deliver multiple moderate-complexity security compliance engagements, ensuring high-quality, consistent, and timely execution.
• Oversee and delegate lower-complexity engagements to junior team members, providing guidance and quality assurance.
• Serve as a primary client relationship manager, advising on security compliance strategy, audit readiness, and risk management.
• Execute and manage compliance assessments, gap analyses, remediation planning, and evidence collection across frameworks such as PCI DSS, SOC 1, SOC 2, ISO 27001, ISO 27701, ISO 42001, HITRUST, CMMC, FedRAMP, NIST CSF, and GDPR.
• Own and contribute to revenue delivery, including direct responsibility for ~$300K and oversight of $500K+ in team-managed project work.
• Mentor and develop junior team members (Associates and Senior Associates), promoting professional growth and consistent service delivery standards.
• Design and implement scalable security compliance programs aligned to clients’ current and future business needs.
• Manage projects end-to-end, including scoping, resourcing, execution, and delivery; proactively coordinate across all levels of the organization.
• Draft and manage engagement documentation, including Engagement Letters, Statements of Work (SOWs), and proposals; oversee invoicing, WIP, realization, margins, and overall project financials.
• Collaborate cross-functionally with audit, advisory, and offensive security teams to deliver integrated client solutions.
• Enhance and standardize service delivery through development of processes, templates, and methodologies to improve efficiency and scalability.
• Support business development efforts, including proposal development, engagement scoping, and identifying expansion opportunities within existing accounts.
• Stay current on regulatory changes and industry trends to proactively guide clients on emerging compliance requirements and best practices.
• Contribute to internal initiatives such as training development, onboarding materials, and thought leadership to support team growth and market presence.
• Leverage AI and LLMs to enhance service delivery while applying critical judgment to validate outputs.

Manager, Compliance as a Service

Communications

• Lead communication planning and execution for assigned acquisitions from announcement through integration milestones
• Develop and deliver stakeholder messaging across employee, client, and leadership audiences
• Draft executive communications, firm-wide announcements, FAQs, and change narratives
• Support town halls, leadership toolkits, and client outreach materials
• Ensure that all communications are clear, consistent, and aligned with Aprio’s brand and messaging guidelines
• Partner closely with executive leadership, People and Culture, Marketing, IT, Finance, and integration teams to align messaging with operational realities
• Facilitate regular meetings and workshops to gather input, address concerns, and ensure that all stakeholders are informed and engaged throughout the integration process
• Collect and analyze data from newly integrated employees through surveys, feedback forms, and regular check-ins to understand their experiences and identify areas for improvement

Associate, M&A Integration Communications

Manager

• Final review of client accounts of before transmission to Accounting team
• Onboard new clients, both known and new concepts
• Training and development of staff
• Assist team members with questions, training and general understanding
• Automation troubleshooting Champion.
• Test and implement new processes
• Take lead on 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.
• Continually learn new skills and share knowledge and trends with others.
• Ensure that all work and tasks are compliant with bookkeeping standards.
• Monitor tasks and projects through workflow management tool to ensure all work is completed in a timely manner and prior to deadlines.
• Champion team, department and firm initiatives
• Continually seek opportunities for process improvements, which may lead to championing certain firm projects.
• Engage fully with offshore team members including training, collaboration and utilization of offshore capabilities and capacity.
• Other duties as may be assigned.

Senior Manager, Back Office Solutions

Operations

• Serve as the subject matter expert for assurance software (e.g., DataSnipper, CCH Workflow, ProSystem fx Engagement, Laurel, CaseWare)
• Act as the primary point of contact for user support, troubleshooting, and best practices
• Promote adoption and effective utilization of tools across the Assurance team
• Develop, maintain, and enhance process documentation within the Assurance SharePoint site
• Provide ongoing communication to the team, including weekly tips, updates, and best practices to drive continuous learning
• Review and manage updates to PPC templates and engagement letters, ensuring consistency and compliance
• Partner with Learning & Development to design and deliver training for new hires and existing team members
• Support ongoing education initiatives to enhance technical proficiency and process knowledge
• Maintain and update Assurance department policies to reflect current standards, regulatory requirements, and internal practices
• Identify opportunities to improve workflows, enhance efficiency, and drive consistency across Assurance Operations
• Lead and support initiatives focused on process optimization and standardization
• Review and manage updates to PPC templates and engagement letters, ensuring consistency and compliance

Manager, Assurance M&A Operations

• Manage the preparation and submission of sales tax returns for multiple jurisdictions.
• Monitor changes in sales tax laws and regulations, ensuring compliance and updating internal procedures as needed.
• Lead and mentor the sales tax compliance team, providing guidance and support for professional development.
• Coordinate with internal departments to gather and review necessary documentation for sales tax filings.
• Respond to sales tax audits, notices, and inquiries from government agencies.
• Identify and implement process improvements to enhance efficiency and accuracy in sales tax compliance.
• Maintain accurate records and documentation related to sales tax filings and payments.

Manager, Sales Tax Compliance

• Serve as the subject matter expert for assurance software (e.g., DataSnipper, CCH Workflow, ProSystem fx Engagement, Laurel, CaseWare).
• Act as the primary point of contact for user support, troubleshooting, and best practices.
• Promote adoption and effective utilization of tools across the Assurance team.
• Develop, maintain, and enhance process documentation within the Assurance SharePoint site.
• Provide ongoing communication to the team, including weekly tips, updates, and best practices to drive continuous learning.
• Review and manage updates to PPC templates and engagement letters, ensuring consistency and compliance.
• Partner with Learning & Development to design and deliver training for new hires and existing team members.
• Support ongoing education initiatives to enhance technical proficiency and process knowledge.
• Maintain and update Assurance department policies to reflect current standards, regulatory requirements, and internal practices.
• Identify opportunities to improve workflows, enhance efficiency, and drive consistency across Assurance Operations.
• Lead and support initiatives focused on process optimization and standardization.

Manager, Assurance Operations

Client Services Representative

• Lead and manage within the tax practice in Portland, OR, focusing on expanding the client base and increasing market share.
• Develop and execute business development strategies aimed at acquiring new clients in the region.
• Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients.
• Stay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutions.
• Mentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax department.

Senior Tax Manager – Private Client Services

Accounting Manager

• Serve as the senior leader for large, complex government contracting engagements
• Act as a primary escalation point for client matters, ensuring timely resolution and strong client relationships
• Maintain oversight of engagement commitments, deliverables, and timelines
• Anticipate client needs and identify opportunities to enhance service delivery and long-term value
• Oversee large-scale engagements with significant scope, transaction volume, and regulatory complexity
• Ensure accuracy, timeliness, and consistency of deliverables in alignment with contractual and compliance requirements
• Coordinate work across multiple functional areas to ensure alignment, accountability, and effective execution
• Monitor engagement economics, staffing models, and workload distribution to support sustainable delivery
• Lead, mentor, and develop a large, multi-level service delivery organization
• Provide strategic direction and coaching to managers and senior leaders
• Promote a culture of accountability, collaboration, and continuous improvement
• Drive innovation in service delivery models, workflows, and technology utilization
• Share best practices and insights gained from complex engagements to support practice evolution
• Serve as a leader and ambassador for the Client Accounting Services practice, supporting firm growth and initiatives

Director, Client Accounting Services – Government Contracting

• Leveraging industry and technical expertise to assist management effectively identify risks and controls associated with Aprio’s clients’ businesses.
• Managing the client including all phases of client delivery such as planning, delivery, staffing, relationships, quality, staff development, issue management, reporting, etc.
• Coaching and staff development.
• Assisting with business development.
• Performing a variety of services for clients, including but not limited to: SOC 1, SOC 2, SOC 3, HIPAA and HITECH Compliance, HITRUST, GDPR Consulting, Privacy Shield Certification, CCPA Consulting, , PCI-DSS, ISO 27001, etc.
• Approximately 30% travel time required.
• Leading internal initiatives as necessary.

Manager, Information Assurance Services

• Build and own financial models, acquisition memos, board decks, LOI drafts and other related deal analyses. Coordinate cross-functional due diligence and communicate findings and impacts.
• Deliver high-quality work on tight timelines. Manage deal timelines, pipeline reporting, and coordination with broader deal team.
• Serve as primary contact for sellers and internal stakeholders on assigned deals. Represent Corporate Development in pipeline reviews, executive touchpoints, and cross-functional forums.
• Form and communicate an independent point of view on deal rationale, risks, and valuation. Stay attuned to trends across accounting, advisory, law, and RIAs.
• Promote a culture of urgency, precision, and discretion. Identify and improve process bottlenecks across the deal execution framework.

Manager, Corporate Development

Implementation Specialist

• Lead implementations for Unanet GovCon ERP
• Advise teammates on best practices, lead by example, and educate others on the Unanet product
• Grow the Unanet team to expand our ability to qualify and drive business development opportunities
• Provide constructive feedback and effective support to the practice team
• Maintain Unanet partner relationships at the executive level
• Assist Aprio leadership in setting budget and revenue goals for cross-sales and introductions to new and existing clients
• Communicate professionally, clearly, and effectively to target audiences
• Proactively seek information, challenge norms, and drive efficiency
• Maintain a thorough understanding of status, actions, risks, and drive resolutions
• Assist leadership to define and continuously refine go-to-market strategies and solutions, packaging offerings with other complementary ones such as GovCon compliance
• Align with leadership to drive the development and rollout of tailored solutions
• Lead webinars and digital campaigns in partnership with Unanet and others to recruit new clients
• Develop Learning and Development training to educate others at Aprio and create training materials to support the practice
• Participate in internal meetings, presentations, reporting, and initiatives
• Adhere to Aprio’s established processes and procedures
• Perform operational and firm initiative tasks as assigned by leadership

Unanet Implementation Manager

Affiliate Manager

• Lead client engagements and expand market presence.
• Develop and mentor talent within the practice area.
• Deliver excellence in client service while driving revenue growth and operational effectiveness.
• Build and maintain strong referral networks and strategic partnerships.

Partner, Assurance Services – Technology

• Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
• Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
• Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
• Drive exceptional client experiences aligned with Aprio’s service standards.
• Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
• Build and maintain strong referral networks, strategic partnerships, and market relationships.
• Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
• Represent Aprio internally and externally as a leader committed to firm culture and values.
• Recruit, mentor, and develop top talent within the practice area.
• Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
• Provide performance oversight, career coaching, and succession planning support.
• Foster a diverse, inclusive, high trust environment that enables teams to excel.

Tax Partner, Technology

• The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long term strategic direction.
• Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
• Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
• Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
• Drive exceptional client experiences aligned with Aprio’s service standards.
• Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
• Build and maintain strong referral networks, strategic partnerships, and market relationships.
• Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
• Represent Aprio internally and externally as a leader committed to firm culture and values.
• Recruit, mentor, and develop top talent within the practice area.
• Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
• Provide performance oversight, career coaching, and succession planning support.
• Foster a diverse, inclusive, high trust environment that enables teams to excel.