Aprio

• Lead and manage within the tax practice in Greensboro, NC, 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

Accounting Manager

• Lead each new client engagement from kickoff call through transition to the recurring CAS team
• Serve as the single point of contact for all onboarding-related questions, issues, and communications
• Build and manage project plans with clear scope, milestones, timelines, and budget parameters
• Proactively identify risks and resolve issues before they impact the client experience
• Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
• Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement
• Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client’s specific needs
• Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav)
• Train clients and internal team members on new systems and workflows
• Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
• Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
• Establish month-end close checklists and standard operating procedures for the ongoing service team
• Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
• Document client-specific procedures and system configurations for the ongoing team
• Identify and champion process improvements that increase onboarding efficiency and client satisfaction
• Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping.

Manager, Client Accounting Services Onboarding

• Coordination of receipt of signed e-File authorizations
• Preparing and proofreading correspondence to include client engagement letters and response letters to the IRS and various tax authorities
• Possess a general understanding of invoicing and reporting in a professional services environment
• Handling confidential correspondence and files and new client set up

Tax Administrator – Fixed Term Contract

• Assist with accounts payable processing, from invoice entry through check runs
• Support accounts receivable, including customer invoicing and payment tracking
• Assist with job costing for government contracts
• Record daily cash activity and deposits
• Prepare monthly bank and account reconciliations
• Assist with payroll processing, payroll journal entries, and vacation balance updates
• Support general ledger maintenance and reconciliations
• Assist with month-end close activities
• Help prepare financial reports, schedules, and forecasts, as needed
• Maintain organized vendor files, accounting records, and supporting documentation
• Prepare and update recurring spreadsheets and tracking reports
• Research accounting questions and assist with responding to client inquiries
• Support timely, accurate deliverables and a positive client experience

Outsourced Accounting Associate – Government Contracting

• Assisting with the preparation of tax returns
• Supporting clients in tax research and planning strategies
• Analyzing financial data to identify tax-saving opportunities and compliance considerations
• Collaborating with team members to deliver innovative and practical tax solutions
• Interacting with professionals across the firm to support client service initiatives
• Supporting teams in evaluating internal controls and financial reporting processes
• Participating in testing procedures and audit documentation
• Collaborating with team members to help clients maintain compliance with evolving accounting standards

Tax/Audit Intern

Administration

• Provide administrative support to firm leaders as assigned, including managing schedules and communications.
• Maintain confidentiality of sensitive information.
• Prepare correspondence and reports as required.
• Assist with bookkeeping and budgeting as needed.
• Assist with coordination and booking of staff travel.
• Maintain client databases and contact information.
• Coordinate meetings, including preparation of agenda and minutes.
• Coordinate shareholder approval of QSR department expenses and assist with coding and reconciliation of company credit card reports.
• Assist with routine billing as required.
• Assist with Power Point presentations and marketing projects/campaigns as assigned.
• 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, follow, and comply with the Company’s policies, procedures, and work rules.
• Must be available to work the hours required to meet deadlines for work assigned. This requires flexibility and working hours that may include weekend days, especially during busy periods.

Administrator

Customer Support

• Electronically process and assemble tax returns from our tax software
• Process tax returns within SafeSend Returns
• Assemble PDF files of tax returns for electronic delivery
• Print and collate tax returns for mailing or local pick-up
• Maintain accurate and up-to-date records in firm workflow software
• Utilize firm workflow software to move tax jobs through firm processes
• Perform quality control review for completeness and accuracy of your own work
• Secure and protect Personally Identifiable Information in accordance with firm policy
• Provide standby support to other centralized teams
• Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

Tax Support Specialist, Processing

• Manage and review federal and state tax returns for dental practices and owners, including 1040s, 1065s, 1120S, and related state filings.
• Oversee tax engagements involving multi-entity structures such as practice entities, real estate entities, management companies, and owner holding companies.
• Provide proactive tax planning for dentist-owners, including entity structuring, reasonable compensation considerations, and timing of income and deductions.
• Identify and communicate tax planning opportunities related to practice growth, acquisitions, buy-ins/buy-outs, equipment purchases, and transitions.
• Partner with CAS and accounting teams to ensure alignment between monthly financials and tax reporting.
• Review tax-impact areas such as depreciation, fixed assets, owner compensation, and entity activity.
• Participate in client onboarding and transitions, ensuring proper tax setup, workflows, and timelines.
• Lead, mentor, and develop tax associates and senior associates supporting dental clients.
• Delegate work across onshore and offshore resources while maintaining accountability for quality and deadlines.
• Ensure compliance with firm standards, tax laws, and quality control procedures.
• Monitor tax law changes impacting dental and professional services clients and translate implications into actionable guidance.
• Support tax notices, audits, and client inquiries.
• Contribute to process improvement initiatives to increase efficiency and scalability.

Tax Manager

• Senior Accountants will have at least 3-5 years of experience in public or private accounting, preferably with real estate industry experience.
• Some accounting work will be supervised. Senior Accountants will begin to deal directly with client personnel with guidance.
• Senior Accountants will prepare financial statements as well as perform tax services and consulting for clients.
• No supervisory skills are required.
• Operate effectively within client accounting systems, including Yardi (required) and Sage Intacct (preferred), to support day-to-day accounting and reporting needs.
• Prepare/write up full monthly work for more complex clients
• Communicate with team members for missing items for monthly work
• Calculate, review, and analyze financial ratios
• Maintain client relationship and discuss open items

Senior Accounting Associate

• Support the design, implementation, and optimization of modern accounting and finance technology stacks, with a strong focus on tech-enabled and e‑commerce businesses, ensuring solutions align with client operations and growth needs.
• Support client accounting across a variety of industries, with an emphasis on technology, e‑commerce, and high‑growth clients, driving efficiency, scalability, and accurate financial reporting.
• Gain hands-on experience with a broad range of accounting, finance, and e‑commerce tools, such as NetSuite, Rillet, Intuit Enterprise Suite, A2X, Cin7, Ramp, Maxio, Rho, Sums, Bitwave, and Reach Reporting, while demonstrating curiosity and a willingness to learn new systems quickly.
• Perform detailed accounting clean‑up, issue identification, and problem solving, applying a tech‑forward and process‑oriented mindset to improve data accuracy and workflows.
• Prepare timely and accurate monthly financial statements, ensuring records are complete, well-documented, and ready for review by senior team members.
• Collaborate closely with cross‑functional teams to deliver a strong client experience focused on operational efficiency and long‑term success.
• Assist in developing accounting and system strategies that align with client business models, e‑commerce platforms, and transaction flows, translating complexity into clear, actionable outcomes.
• Support and, as experience grows, help lead projects involving data conversions, system implementations, and file migrations, ensuring work is completed on time and within scope.
• Communicate proactively and professionally with internal teams and stakeholders by providing clear updates, documenting decisions, raising questions early, and managing expectations throughout the onboarding and implementation lifecycle.
• Demonstrate a strong willingness to learn, openness to feedback, and interest in expanding technical and accounting skills in a fast‑evolving tech and e‑commerce environment.

Associate, Client Accounting Services Onboarding

• Prepare and maintain client general ledgers, including journal entries, account reconciliations, and supporting schedules to ensure accurate financial records.
• Assist with monthly and quarterly close processes, including bank and account reconciliations, accruals, and prepaid/amortization schedules.
• Support the preparation of GAAP-based financial statements and client reporting packages.
• Perform day-to-day accounting activities within client systems, including QuickBooks, Xero, AppFolio, and BILL, ensuring data accuracy and completeness.
• Support accounting for real estate entities, including property-level activity, lease-related transactions, and expense tracking.
• Collaborate with team members and clients to obtain required information, resolve discrepancies, and meet engagement deadlines.
• Follow established processes and controls, escalating issues as needed and contributing to process improvements to enhance efficiency and quality.

Accounting Associate – Real Estate

• Prepare/write up full monthly work for standard / less complex clients
• Prepare/update fixed assets schedules and reconcile to financial statements
• Communicate with team members for missing items for monthly work
• Complete period-end and year‐end workpapers
• Help all other levels when needed
• Join in on helping facilitate what is needed for the Team as a whole
• Begin to understand concept of budget and realization goals for both for clients and team

Accounting Associate

Manager

• 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.
• Maintaining a presence and relationship with local and relevant professional organizations (AICPA, ISACA, etc.).
• Performing a variety of services for clients and working with others on joint engagements, including but not limited to: SOC 1, SOC 2, SOC 3, HIPAA, HITRUST, GDPR Consulting, PCI-DSS, and ISO Certifications (27001, 27701, etc.).
• Remote position with 10% travel.
• Leading internal initiatives as necessary.

Senior Manager, Information Assurance Services

• 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 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 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.
• 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 – Outsourcing 1

IT Support

• 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 attention to detail, completion of tasks, and meeting strict deadlines
• 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
• This role is for a night-shift schedule of 8:00AM – 5:00PM CST.