Aprio

• 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.
• Partners act as stewards of the Aprio brand, delivering excellence in client service while driving revenue growth, operational effectiveness, and cross firm collaboration.

Tax Partner, M&A

Tax Partner, Insurance

Tax Partner – Government Contracting

• 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 – Affordable Housing

Accounting Manager

Partner, Client Accounting Services

Financial Planning and Analysis

Partner, Assurance Services – Financial Services

Affiliate Manager

Partner – Assurance Services

National Tax Office Leader

• Lead 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.
• Foster a diverse, inclusive, high trust environment that enables teams to excel.

Family Office Tax Services Leader – Tax Partner

Client Services Representative

• Lead client engagements and expand market presence.
• Develop and mentor talent within the firm.
• Contribute to the firm’s long term strategic direction.
• Deliver excellence in client service while driving revenue growth and operational effectiveness.

Tax Partner, Private Client Services

Tax Partner, Technology

Manager

• Lead and mentor business analysts, setting goals, providing feedback/coaching, and balancing workload across priorities
• Partner with stakeholders (Assurance, IT, Development, ePMO) to identify, prioritize, and deliver process improvements and digital transformation initiatives
• Elicit and document business requirements (e.g., user stories/acceptance criteria), current/future-state process maps, and functional specifications
• Analyze processes, systems, and data to develop actionable recommendations and business cases
• Drive change management and adoption through stakeholder communications, training partnership with L&D, and ongoing reinforcement
• Coordinate testing/UAT by developing test procedures and validating that solutions meet user needs
• Monitor and support compliance with Assurance policies, procedures, and standards
• Evaluate new technologies/platforms and serve as a trusted advisor, providing practical guidance and thought leadership

Manager, Business Analysis

Social Media Manager

• Plan, schedule, and publish content across platforms (LinkedIn, Instagram, Facebook, etc.)
• Collaborate with Sr. Social Media Specialist to write engaging copy, and develop visual content and videos tailored to each platform and audience
• Monitor social channels, engage with followers, and respond to comments/messages
• Track performance metrics and assist in reporting on KPIs
• Stay up to date on social media trends, tools, and best practices
• Assist with social media coverage for live events and announcements

Social Media Associate

• Directly supervise a team of financial planners, provide ongoing training opportunities and feedback.
• Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
• Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.
• Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.
• Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.
• Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and CRM.
• Ensure compliance with internal policies and regulatory requirements.
• Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.

Senior Financial Planner

Project Manager

• Lead and manage enterprise-wide projects from initiation through completion, ensuring all deliverables are met on time and within scope.
• Lead firm wide projects and collab with other cross-functional stakeholders to identify needs, risks, and mitigation plans.
• Establish and monitor key performance indicators (KPIs) to measure the effectiveness of projects.
• Facilitate regular project updates, status reports to leadership and stakeholders.
• Proactively identify risks and obstacles, developing solutions to keep projects on track and within budget.
• Champion the adoption of best practices and methodologies for project delivery, driving efficiency and quality in all ePMO led projects.
• Maintain and enhance internal communication platforms to ensure teams are informed, connected, and equipped with needed resources.
• Be a good team player willing to support team members for overall stakeholder delivery and customer satisfaction