Aprio

Attorney

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.
• Draft, review, and revise estate planning documents tailored to individual client needs.
• Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations.
• Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning.
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
• Stay current with federal and state laws impacting estate planning, probate, and tax matters.
• Represent clients in probate court and in the administration of trusts and estates as needed.
• Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

Estate Planning Attorney

• 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 Tax Associate – Professional Services

Artificial Intelligence

• Conduct AI readiness assessments and data maturity evaluations that help clients understand their current capabilities and see where AI and automation can support value creation.
• Translate business challenges into prioritized Data and AI use cases and help shape transformation roadmaps that align technology investments with client objectives.
• Research emerging AI capabilities (large language models, machine learning, data management, generative AI, and agentic AI) and explain them in clear, accessible terms for non-technical stakeholders.
• Design and prototype agentic AI solutions across our core solution types: document processing and workflow automation; automated communication and prediction analytics; system integration and data synchronization; real-time external data validation; and business intelligence with work prioritization.
• Build proof-of-concept solutions and demos that help business teams explore the potential of Data and AI and analytics approaches, applying a structured approach to comparing models and options so recommendations are well-reasoned.
• Support SOW-based engagement delivery across discovery, kickoff, weekly status, and final delivery, contributing alongside the delivery team.
• Help clients adopt AI responsibly, sustainably, and compliantly, building appropriate safeguards and monitoring into solution design.
• Contribute to AI and data governance frameworks that promote responsible, sustainable, and compliant use of AI.
• Act as a bridge between technical and business domains, the role our team calls a Data Translator / Business Engineer, turning technical detail into business value.
• Partner with business stakeholders to understand their needs and help translate them into data- and AI-driven solutions.
• Present concepts and findings to business audiences in clear language, including through workshops and working sessions.

Senior Associate, Data & AI Advisory

Accounting Manager

• Collaborates with global team on a daily basis to foster a highly collaborative and productive team environment
• Acts as primary point of contact for clients
• Completes ad hoc projects for clients as needed that require “rolling up your sleeves” and completing tasks for clients
• Completes review of draft work papers and financials provided by global team and provides review notes back to the team
• Perform variance analysis and deliver actionable commentary for client review
• Ensures timely completion of client deliverables outlined in MSA’s, including sending monthly financial reporting packs to clients
• Manage rent rolls, CAM reconciliations, lease schedules, and tenant ledgers
• Oversee accounts payable and receivable for property operations
• Utilize property management systems (e.g., Yardi, MRI) alongside CAS platforms
• Assist clients during annual audits and coordinate with external auditors
• Ensures sound awareness of the client deliverables and manages scope creep
• Highly client facing – prioritizes client contact over emails
• Focuses on providing proactive advice and notifications to clients throughout the month
• Mentor junior staff and contribute to team development initiatives
• Demonstrates understanding of Aprio services so that organic growth opportunities for services are identified

Senior Accounting Associate – Real Estate

Affiliate Manager

• 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.

Partner, Assurance Services

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
• Minimal travel

Manager, Assurance Services

• Lead and support client onboarding engagements, including the design, implementation, and optimization of accounting technology stacks tailored to client needs.
• Provide hands-on accounting support for clients across multiple industries within professional services, ensuring accuracy, efficiency, and alignment with client operations.
• Serve as a subject matter expert in QuickBooks Online (QBO) and Xero, including system setup, customization, and troubleshooting.
• Perform comprehensive historical accounting clean-up, including diagnostics, reconciliations, and issue resolution to establish a strong and accurate accounting foundation.
• Manage and execute data conversions and file migrations, ensuring timely and budget-compliant delivery.
• Prepare and deliver accurate monthly financial statements on a timely basis.
• Reconcile tax returns to balance sheets and post necessary adjustments to ensure reliable opening balances for ongoing accounting work.
• Execute catch-up accounting work including, but not limited to:
• Bank and credit card coding and reconciliations
• Accounts Payable and Accounts Receivable cleanup
• Payroll reconciliations, including historical payroll journal entries
• Investment account setup and reconciliation
• Clearing account setup and cleanup
• Set up and document ongoing accounting processes, including depreciation schedules, amortization schedules, and accrual/deferral schedules within workflow tools (ex. Karbon or Wrike)
• Create and maintain onboarding deliverables such as open item lists and month-end close schedules to support the monthly accounting team.
• Implement and customize third-party tools such as Bill.com, ensuring alignment with client workflows and internal processes.
• Collaborate with cross-functional teams to provide onboarding and advisory support focused on operational efficiency, scalability, and client satisfaction.
• Communicate directly with clients via email and meetings to request information, clarify questions, provide status updates, and manage expectations throughout the onboarding lifecycle.
• Provide regular progress updates to internal stakeholders and proactively escalate risks or issues as needed.

Senior Accounting Onboarding Associate – QBO, Xero, Accounting Clean-ups

Security Engineer

• You will own the operational health of one or two engineering domains, lead cross-team initiatives that touch multiple control areas, and design the patterns the rest of the team executes against.
• You’re the engineer who can take a tool from “purchased” to “deployed, tuned, and instrumented,” the partner Cloud Ops and Identity call when they need a security pattern that actually works, and the senior who makes the Mid and Associate engineers better through pairing, code review, and clear standards.
• You’ll also be a senior voice in architecture and decision conversations alongside the Principal Engineer and the Manager.
• Lead initiatives that span Security, IT, Identity, Cloud Operations, and delivery teams — controlled rollouts, control set hardening, tool migrations. Land them without breaking production.
• Design new control patterns and reference architectures. Write the decision records, runbooks, and standards the team executes against and the auditors review.
• Lead the end-to-end deployment of new control sets (e.g., bringing a new EDR online, hardening a new cloud account, standing up new logging pipelines) — pilot, measure, expand, document.
• Pair with Mid and Associate engineers, run design reviews, give substantive code/config review, and grow the next tier. Quality of output from less senior engineers is part of your scope.
• Be the senior partner Cloud Ops, Identity, IT Service Management, GRC, and the SOC call when they need security engineering input. Solve problems with them, not at them.
• Produce control evidence and architecture documentation that holds up under audit and peer review. Keep your domains’ evidence map current.

Senior Cybersecurity Engineer

Insurance

• Accurately and skillfully performing audits
• Preparing audit work papers and adjusting trial balances
• Utilizing time management to plan and schedule client engagements
• Assembling trial balances and compiling financial statements into a written report to be presented
• Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers
• Continuously fostering relationships with coworkers and clients
• Traveling to some client sites

Senior Associate, Assurance Services, Real Estate

• You will own small-to-medium engineering projects end-to-end, configure and operate control sets without direct oversight, and partner closely with Senior and Principal engineers on the larger initiatives that cross multiple domains.
• You’re the engineer who can pick up a control implementation, deliver it, document it, and hand it off cleanly to operations.
• You’ll start to grow real depth in a domain you care about — identity, endpoint, vulnerability, cloud security, or logging — and you’ll be a working partner to Associate engineers on day-to-day execution.
• Project ownership: Take small-to-medium engineering projects end-to-end — scoping, design partnership with a Senior, build, test, deploy, document, and hand off to operations. Deliver them on time without surprises.
• Control implementation and operation: Configure and operate security controls across identity, network, cloud, endpoint, logging/monitoring, encryption/key management, and vulnerability management. Execute against approved patterns and standards.
• Develop deepening expertise in at least one control domain (e.g., endpoint, identity, vulnerability management, cloud security, IAM, monitoring). Become a real go-to on that domain for the team.
• Run vulnerability and patch workflows — scan, prioritize, remediate, validate. Track remediation against SLA and close the loop.
• Participate in change reviews, assess security impact for in-scope systems, implement approved changes, and validate post-change posture.
• Produce clean operational documentation — runbooks, change records, evidence artifacts — that holds up under audit and peer review.
• Partner with the SOC and Detection Engineering on logging coverage, telemetry quality, and the engineering pieces of response (access tooling, isolation capabilities, evidence capture).
• Pair with Associate engineers on day-to-day execution. Review their tickets, walk them through the toolset, and grow them toward independence.
• Contribute scripts and automation to reduce manual toil (validation checks, evidence collection, repeatable deployments) under the guidance of Senior+ engineers.

Cybersecurity Engineer

Administration

• Provide high level administrative support to several firm leaders, working independently and proactively managing workloads and project timelines.
• Manage calendars, schedule appointments, and coordinate meetings for the executives, including coordination of meeting agenda and pre-meeting materials.
• Handle professionally sensitive and confidential business matters and assist with special projects.
• Coordinate travel arrangements, including transportation, lodging and itinerary planning and manage expense reports.
• Act as a liaison between the executives and other departments, clients and external stakeholders.
• Establish and maintain a rapport with internal clients and vendors.
• Assist with event coordination and management of team events including scheduling group meetings, sending out invitations, reserving locations, arranging for catering/food service, hotel accommodations and ground transportation.
• Work closely with other administrative assistants to complete all projects.
• Prepare expense reports, manage email and utilize critical thinking to solve problems.
• Welcome guests and clients (in-person or on the telephone) and answer or direct inquiries.
• Manage special projects as assigned by the executives.

Administrator, Global Solutions Delivery

Learning and Development

• Drive a comprehensive learning strategy aligned with business goals across multiple geographies
• Lead training initiatives across leadership and professional development, tax, audit, CAAS, and other service lines
• Ensure standardization and scalability of programs while adapting to regional needs
• Partner closely with leadership teams across the US, India, Colombia, and the Philippines
• Act as a trusted advisor to business leaders on capability building and workforce development
• Drive alignment between business priorities and learning interventions
• Collaborate with the Design Studio in the US to build and share learning content
• Where necessary, build unique, structured technical and people skills training programs
• Facilitate high-impact training sessions where required
• Introduce innovative learning methodologies (blended learning, digital tools, AI-augmented processes, etc.)
• Develop and oversee mentoring and coaching programs, aligning goals and structure to Aprio US' programs.
• Oversee and guide L&D teams in the Philippines, Colombia and India
• Build and scale the L&D function in India as needed
• Ensure high performance, engagement, and capability development within the team
• Establish robust processes for training needs analysis, program delivery, and evaluation
• Track effectiveness through feedback and business impact metrics
• Drive continuous improvement in learning frameworks and content
• Manage relationships with learning vendors

Senior Manager, Global Learning & Development

• 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

Senior Tax Manager

Executive Assistant

• Provide executive-level support primarily to the Practice Group Leader for Assurance, with additional support to the extended operations team as needed. Work independently and proactively to manage priorities, workloads and project timelines.
• Oversee complex calendars, including scheduling appointments, coordinating meetings, and preparing agendas and pre-meeting materials.
• Proactively manage email communications, applying sound judgment to prioritize tasks and keeping your leader informed of critical matters.
• Leverage the organization’s technology stack to maintain records, track projects, manage billing, and monitor reporting.
• Manage sensitive and confidential business matters with discretion while providing support on special projects.
• Coordinate travel arrangements, including transportation, lodging, itinerary planning, and managing expense reports.
• Act as a liaison between the executives and other departments, clients, and external stakeholders.
• Establish and maintain a rapport with internal clients and vendors.
• Support event planning and team activities by coordinating schedules, sending invitations, securing venues, arranging catering, and managing travel and accommodations.
• Work closely with the administrative team throughout the different practices to collaborate on joint initiatives and projects.
• Manage special projects assigned by the executives.

• 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.