Aprio

Accounting Manager

• 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/TL 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 code to be used, description, service date, and the approvers to be assigned.
• Reach out to the senior accountant/TL 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.
• Depending on the payroll schedule, the accountant matches the transaction or enter the appropriate JE bases on the reports provided.
• During the closing season, the accountant is responsible for the reconciliation page in any accounting software, the update of the working paper, and posting of the entries in the books. This includes doing Financial Reports with flux analysis/variance analysis.
• Self-review of work

Accounting Associate – SaaS

Financial Planning and Analysis

• Act as the primary Finance point of contact for acquired firms, owning onboarding and integration of finance processes, policies, and procedures.
• Participate in financial due diligence reviews, closing calls, and post-close follow-ups to ensure alignment on assumptions, identified risks, and integration requirements.
• Maintain comprehensive deal overview documentation, including transaction structure, key financial terms, earn-out provisions, working capital targets, and post-close financial obligations.
• Lead and coordinate all finance-related integration workstreams, including accounting operations integration, AP integration, data integration, earn-out tracking and monitoring, and contractual financial obligations/rights tracking.
• Drive M&A finance integration meetings with clear ownership, timelines, and resolution of open items.
• Provide hands-on education, guidance, and ongoing support to acquired firm leadership and finance teams throughout the integration lifecycle.
• Support merged firm roadshows as a finance representative, communicating financial processes, expectations, and reporting requirements.
• Build strong relationships with acquired firm leadership, internal finance teams, Aprio leadership, and cross-functional partners.
• Serve as a trusted advisor on M&A-related finance and integration matters.
• Regular travel is an expectation for this role.

Senior Manager, M&A Finance

• Serve as the primary point of contact for key and high-profile clients, providing strategic tax planning, compliance oversight, and consulting services tailored to multinational and technology companies.
• Advise clients on U.S. international tax implications related to global operations, cross-border transactions, and expansion into new markets.
• Provide guidance on tax structuring, entity planning, and global tax efficiencies for inbound and outbound operations.
• Build and maintain strong client relationships while identifying opportunities to deliver additional value through advisory services.
• Provide technical oversight and review of complex tax engagements including forms 5471, 5472, 8858, and 8865
• Review and manage the preparation of U.S. federal and international tax compliance, including Forms 1120, 1120-F, and related disclosures.
• Lead and manage within the tax practice, supporting initiatives to expand the client base and increase market share.
• Mentor and develop junior team members, fostering a culture of learning, collaboration, and professional growth.

Senior Tax Manager, International – Technology

• Establish and foster positive relationships with clients.
• Ensure timely communication as to project status both internally and externally.
• Work as part of a team to provide outsourced accounting services for multiple clients.
• Preparation of balance sheet account reconciliations, GAAP based financial statement packages and supporting analytical worksheets.
• Prepare and review monthly close entries including payroll, prepaid and liability accruals.
• Ensure that revenues and expenses are correctly allocated by program/grant throughout the grant/fund period where applicable.
• Become technically proficient in several cloud-based accounting software systems.
• Monitor engagement progress and changes and communicate with manager and partner as needed.
• Work independently in a highly flexible, remote model utilizing MS Teams.

Senior Accounting Associate, Nonprofit

• Establish and foster positive relationships with clients.
• Ensure timely communication as to project status both internally and externally.
• Work as part of a team to provide outsourced accounting services for multiple clients.
• Preparation of balance sheet account reconciliations, GAAP based financial statement packages and supporting analytical worksheets.
• Prepare and review monthly close entries including payroll, prepaid and liability accruals.
• Ensure that revenues and expenses are correctly allocated by program/grant throughout the grant/fund period where applicable.
• Become technically proficient in several cloud-based accounting software systems
• Monitor engagement progress and changes and communicate with manager and partner as needed.
• Work independently in a highly flexible, remote model utilizing MS Teams.

• Lead the design, implementation, and optimization of technology stacks tailored to meet client requirements.
• Support client accounting across various industries, ensuring efficiency and alignment with client needs.
• Expertly utilize Xero, QuickBooks Online, and Bill.com.
• Perform comprehensive accounting cleanup, diagnosis, and solutions.
• Produce accurate monthly financial statements in a timely manner.
• Collaborate with cross-functional teams to provide client advisory services, focusing on operational efficiency and customer satisfaction.
• Assist in formulating strategies aligned with client business goals and accounting functions.
• Lead projects related to data conversion and file migrations, ensuring timely and budget-compliant delivery.
• Provide regular updates to stakeholders and manage expectations throughout project lifecycles.

Senior Onboarding Accounting Associate

Analyst

• Join Aprio's Information Technology team and you will help clients maximize their opportunities.
• A Service Desk professional forms the foundation of an organization's IT support structure.
• As the first point of contact for users experiencing technical issues or seeking assistance, this role is pivotal in ensuring smooth day-to-day operations and delivering excellent customer service.
• The Service Desk technician is responsible for logging, diagnosing, and resolving basic technical problems, escalating more complex issues, and maintaining clear communication throughout the resolution process.

Service Desk Analyst

• Support clients preparing for PCAOB audits and public company readiness initiatives.
• Draft and review SEC-ready financial statement disclosures and footnotes.
• Prepare technical accounting memos and position papers suitable for external auditors and SEC review.
• Assist with implementation of public company reporting processes and internal controls.
• Lead & support short-term, topic-specific engagements involving complex accounting matters.
• Develop detailed accounting workbooks, valuation support schedules, and supporting documentation.
• Serve as a technical resource for client finance and accounting teams.
• Interface directly with CFOs, Controllers, auditors, and legal teams.
• Deliver clear, concise technical guidance and practical implementation solutions.
• Manage workstreams independently with minimal supervision.
• Ensure high-quality, audit-ready deliverables within tight deadlines.

Senior Associate, Technical Accounting Consulting

Procurement

• Serve as lead client contact, ensuring exceptional service and work quality
• Manage and review financial statements, consulting engagements, and firm projects
• Oversee client budgets, profitability, billing, and timelines
• Lead, train, and develop manager and associates
• Manage workload planning and resource allocation across clients
• Support partner business development goals and firm growth initiatives
• Participate in firm initiatives, thought leadership, and client-facing presentations
• Assist with onboarding new clients and expanding existing relationships

Senior Manager, RFH Outsourcing

Recruitment

• Manage end-to-end recruitment for executive level roles, including intake meetings, job postings, screening, interviewing, and offer negotiation.
• Collaborate with hiring managers to define role requirements and develop recruitment strategies.
• Ensure a smooth and timely hiring process aligned with Aprio’s standards and a focus on candidate experience.
• Proactively source candidates through LinkedIn, job boards, social media, referrals, and other creative channels.
• Build and maintain talent pipelines for current and future hiring needs across U.S. business units.
• Conduct initial outreach and screening to assess candidate fit.
• Partner with U.S.-based Talent Acquisition Advisors and hiring managers to understand role requirements and sourcing priorities.
• Participate in intake calls and strategy sessions with U.S. hiring teams.
• Provide regular updates on sourcing progress and market insights.
• Ensure timely and professional communication with all candidates.
• Represent Aprio’s employer brand in all candidate interactions, with sensitivity to U.S. cultural and professional norms.
• Maintain accurate candidate records in Lever (ATS).
• Track sourcing and recruiting metrics and contribute to continuous improvement efforts.

Senior Talent Acquisition Advisor

Manager

• Help clients maximize their opportunities as part of Aprio's Corporate Development team.
• Actively source deals, maintain relationships with venture capital firms, founders, and advisors.
• Play a critical role in coordinating investment activities.
• Contribute significantly to the growth of Aprio Ventures’ brand through events, conferences, and thought leadership.
• Build and maintain strong relationships with VC investment teams.
• Represent Aprio Ventures at conferences, industry events, and ecosystem gatherings.
• Actively identify, source, and evaluate new investment opportunities.
• Support planning, preparation, and execution of Aprio Ventures’ Investor Day.

Payroll

• Responsible for converting clients to the new 2.0 payroll system. This includes core client setup, set up of employees and their wages as well as running parallel processing of each new client conversion.
• Ensure complete accuracy of payroll processing in 2.0 before transitioning to payroll specialists for ongoing routine processing.
• Resolve client issues and answer client questions on the conversion as needed.
• Assist with client onboarding and training on the new system as needed.
• Set up and maintain payroll database for clients assigned.
• Receive and organize payroll hours worked, including employee new hire and changed information.
• Enter employee information received to payroll database, process payroll and prepare paychecks and process various payroll journals and reports each payroll cycle.
• Review garnishments orders received, compute deduction required, and enter to employee's deduction file. Provide instruction to the client regarding the amount withheld to be deposited with the court.
• Prepare annual W-2s and magnetic reporting required.
• Review payrolls, tax deposits, and quarterly payroll reports processed by other Payroll Specialists.
• Consult with the Relationship Manager, client, the client's bookkeeper, or the client's payroll manager, regarding matters related to payroll processing or payroll tax issues.
• Perform various other tasks as assigned that may not fall within the scope of this job description.
• Be aware that the Firm is subject to professional standards.
• Understand and comply with the Company’s policies, procedures, and work rules.
• Ability to work hours necessary to meet deadlines for work assigned.

Senior Payroll Associate

Learning and Development

• Lead project management for large-scale programs and initiatives, including project plan development, task tracking, workflow optimization, standard operating procedures, recurring workflow processes, and timeline governance.
• Partner with L&D events team to plan and execute live and hybrid talent development programs and conferences to ensure an impactful learning experience.
• Establish and manage enrollment processes, prepare program rosters, and conduct participant eligibility reviews in partnership with Talent Development Pod leads, direct supervisors, and Practice Leadership.
• Develop detailed agendas and schedules for live programs and events, including session topics, speakers, and activities.
• Coordinate and collaborate with Operations and Design Experience Team to ensure curriculum alignment with learning program goals and compliance with applicable standards, including NASBA requirements for CPE purposes.
• Develop high-quality and branded learning assets by proofreading materials with strong attention to detail.
• Partner with Talent Development Team leads to report performance metrics, and learning program effectiveness, and gather participant feedback (deployment of surveys, facilitation of focus groups, etc.) to drive data-informed improvements.
• Act as L&D’s Everything DiSC administrator, assigning assessments and enrolling team members into related training.
• Oversee Aprio’s mentoring program using MentorcliQ, ensuring seamless program operations and impactful mentor–mentee experiences.
• Foster and maintain learning vendor partnerships by managing communication, coordinating deliverables, and ensuring alignment with Talent Development objectives.
• Support Talent Development’s annual planning cycles, including program calendar development, vendor coordination, course catalog, cost estimates, and updates to project templates and documentation.
• Maintain Talent Development content across internal channels (intranet, guidebook, onboarding), ensuring information is up-to-date on active program offerings.
• Partner with the Communications Team to brand Talent Development programs in the marketplace through social media and internal channels.
• As needed, produce virtual and in-person Talent Development courses through Zoom and ConferencesIO to ensure programs are educational, engaging, technically sound, and participant-friendly.
• Minimal travel required

Senior Specialist, Talent Development

People Operations

• Design the ecosystem (processes, platforms, and compliance) to enable HR processes while guiding day-to-day execution.
• Own Aprio’s HR systems (Workday) and drive HR Operations process optimization and automation.
• Be a trusted partner to the M&A integration team, connecting stakeholders and simplifying complexity.

Accounting Associate – SaaS

Senior Manager, M&A Finance

Senior Tax Manager, International – Technology

Senior Accounting Associate, Nonprofit

Senior Accounting Associate, Nonprofit

Senior Onboarding Accounting Associate

Service Desk Analyst

Senior Associate, Technical Accounting Consulting

Senior Manager, RFH Outsourcing

Senior Talent Acquisition Advisor

Manager

Senior Payroll Associate

Senior Specialist, Talent Development

Director, People Operations – Technology