Aprio

Paralegal

• Draft, revise, proofread, and finalize estate planning documents, including wills, revocable trusts, amendments, pour-over wills, health care powers of attorney, financial powers of attorney, living wills, HIPAA authorizations, and related ancillary documents, consistent with applicable requirements.
• Prepare signature packets; coordinate notarization and witnessing; manage execution ceremonies and post-execution document handling (scanning, delivery, storage, and indexing).
• Assist with trust administration matters, including gathering and organizing asset information, preparing beneficiary communications, and tracking tasks and deadlines.
• Support probate matters from initiation through closing, including assembling intake information, preparing checklists, and drafting routine pleadings, notices, and correspondence under attorney supervision.
• Prepare and manage probate court filings (e-filing where applicable), service of process, publication requirements, and calendaring of statutory and court deadlines.
• Request and track certified documents (e.g., death certificates, letters of appointment, certified court orders) and coordinate with financial institutions, title companies, and other third parties.
• Assist with preparation of inventories, accountings, proposed distributions, and closing documentation as directed by attorneys.
• Maintain accurate case management records, client data, time entries (if applicable), and document versions; ensure files comply with firm standards and confidentiality requirements.
• Communicate professionally with clients, beneficiaries, fiduciaries, court staff, and opposing counsel; provide status updates and request information as needed.
• Perform legal and factual research related to probate procedure and local court rules as assigned (non-attorney, non-legal-advice capacity).

Estate Planning, Probate Paralegal

Accounting Manager

• Oversee daily operations and work product quality across service and functional delivery teams.
• Partner with CAS practice operations to ensure standardized reporting and client delivery procedures are met.
• Ensure adherence to service-level agreements and standardized operational procedures.
• Lead change management initiatives and enforce governance of operational processes.
• Define and maintain operational metrics and dashboards using data analytics tools.
• Collaborate with offshore teams to ensure accuracy, quality, and process optimization.
• Maximize offshore workforce impact through targeted process improvements.
• Manage the creation and upkeep of guidelines, training materials, and project documentation.
• Monitor project timelines, allocate resources, and adjust plans to meet deadlines.
• Communicate updates and changes clearly to internal teams, leadership, and stakeholders.
• Maintain and enhance reporting tools and dashboards for performance tracking.
• Develop and implement policies and procedures to improve team output and efficiency.
• Establish statistical methods to measure progress and support strategic vision.
• Ensure consistent documentation and use of standardized templates in project management systems.
• Review and update training and resource databases to support team development.

Senior Manager, Accounting Operations

Recruitment

• Own the end‑to‑end recruiting process for assigned roles—from intake and strategy through offer and close.
• Partner closely with hiring managers to clarify role needs, define success profiles, and align on realistic and effective hiring strategies.
• Serve as a thoughtful talent advisor, offering perspective on market conditions, candidate availability, and tradeoffs to support better hiring decisions.
• Design and execute sourcing strategies using LinkedIn, referrals, professional networks, and creative outreach methods.
• Build and maintain pipelines of talent for current and anticipated hiring needs.
• Conduct initial outreach and screening conversations focused on both technical alignment and long‑term fit.
• Work in close partnership with other Talent Acquisition Advisors to ensure consistency, collaboration, and shared success across the team.
• Participate in intake conversations and ongoing check‑ins to ensure alignment on progress, priorities, and changing business needs.
• Share candidate insights and market feedback to inform recruiting strategies and expectations.
• Deliver a high‑quality, transparent, and human candidate experience from first contact through final decision.
• Represent Aprio’s culture, values, and career opportunities with credibility
• Maintain accurate candidate activity and documentation in Lever (ATS).
• Contribute to recruiting metrics, insights, and process improvements that elevate how Aprio hires.

Senior Talent Acquisition Associate

• Lead and review complex income tax engagements for construction clients, including partnerships, S corporations, and C corporations.
• Manage and mentor engagement teams, ensuring high-quality deliverables and adherence to project deadlines.
• Provide strategic tax consulting related to job costing, revenue recognition (ASC 606), UNICAP, percentage-of-completion accounting, and multi-state nexus issues.
• Advise clients on entity structure, succession planning, ownership transitions, and tax-efficient strategies for mergers, acquisitions, and reorganizations within the construction industry.
• Identify and address opportunities for tax savings, credits, and incentives, including R&D, energy efficiency, and equipment depreciation.
• Oversee compliance with federal, state, and local tax regulations impacting construction operations, including payroll tax, sales and use tax, and gross receipts tax.
• Collaborate with assurance and advisory teams to deliver integrated solutions that align with clients’ operational and financial goals.
• Serve as a trusted advisor to C-level executives, providing insights on the financial and operational tax implications of construction projects and business strategies.
• Drive growth by developing new client relationships and expanding services to existing clients.
• Participate in industry events and thought leadership efforts to enhance the firm’s visibility in the construction market.

Tax Director – Construction

• 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.

Tax Manager

• Provide mentoring and one-to-one training for individual staff members.
• Be available to answer questions and provide solutions as needed.
• Provide feedback (positive and negative) to partner and director regarding staff issues
• Help to foster a collaborative team environment.
• Assess client workloads and delegate appropriately to maximize leverage, utilization and realization
• Reach out and meet with clients on an ongoing basis in conjunction with partner and the director
• Advise clients on best accounting practices and policies
• Understand clients’ business environment, concerns and unique needs
• Provide perspective and guidance for accounting regulations
• Foster trust and maintain good, congenial client relationships
• Develop a schedule for client deliverables. Utilize staff resources to meet these timelines.
• Periodically assess these timelines and discuss adjustments with partner or director as needed.
• Utilize uniform tools to assist with and expedite the review process
• Identify and create goals to enhance skills and SME that need development.
• Stay current on CPE, with an emphasis on GAAP and industry areas served.
• Become technically proficient in all software used to service clients.
• Periodically meet with prospects in conjunction with partner and director to learn to price and create proposals
• Participate in networking events to increase the Aprio brand.

Manager, Outsourced Accounting – Government Contracting

Security Analyst

• Execute end-to-end third-party and vendor risk assessments, including inherent risk scoring, due diligence reviews, and residual risk evaluation
• Review and analyze third-party artifacts such as SOC reports, ISO certifications, policies, procedures, and security questionnaires
• Identify control gaps, document risk issues, and track remediation activities with vendors and internal stakeholders
• Support onboarding of new vendors and periodic reassessments of existing third parties
• Maintain accurate third-party risk documentation in GRC or vendor risk management tools
• Develop, maintain, and enhance risk metrics, dashboards, and reporting for third-party risk
• Track key performance indicators (KPIs) and key risk indicators (KRIs) related to vendor risk, assessment cycle times, remediation status, and risk trends
• Prepare materials for leadership and executive-level reporting, translating risk data into clear, actionable insights
• Support audits, regulatory exams, and internal reviews related to third-party risk management
• Assist with additional GRC activities as needed, including policy management, risk assessments, control testing, and compliance initiatives
• Support alignment with recognized frameworks and standards (e.g., NIST CSF, ISO 27001, SOC, FFIEC, or similar)
• Participate in continuous improvement of GRC processes, templates, and methodologies
• Collaborate with cross-functional teams including Security, IT, Legal, Procurement, Privacy, and Business Owners

Cybersecurity Analyst, IT GRC

• Proactively engage with partners, directors, managers, and staff across the tax practice to understand business processes, pain points, and technology needs.
• Serve as a trusted liaison between tax operations, IT, and development teams — translating business requirements into actionable project briefs.
• Conduct structured interviews and working sessions with stakeholders at all levels to document current-state workflows and surface improvement opportunities.
• Build and maintain strong working relationships with both technical and non-technical audiences, adapting communication style to the audience.
• Own multiple concurrent projects end-to-end — from initial scoping through implementation, training, and adoption — without losing momentum across any of them.
• Develop and manage project charters, timelines, and status updates for assigned initiatives; communicate progress clearly to stakeholders and leadership.
• Serve in a project coordinator/manager capacity for key departmental initiatives, ensuring milestones are met and blockers are escalated promptly.
• Drive organizational change and adoption by developing communication strategies and delivering effective training and socialization programs.
• Leverage generative AI platforms — including Microsoft Copilot, Claude (Anthropic), and similar tools — to accelerate analysis, automate reporting, and build internal resources.
• Use AI tools to generate workflow documentation, summarize stakeholder requirements, draft communications, and produce reports from tax and billing data.
• Stay current on emerging generative AI capabilities relevant to accounting and tax, and bring forward practical recommendations for adoption.
• Support the evaluation and piloting of new AI-powered platforms and workflow automation tools within the tax practice.
• Leverage existing automation and integration tools to execute on projects — for example, using purpose-built utilities to import and process spreadsheets that update data across time and billing, workflow, and tax software platforms — reducing manual effort and improving data consistency across systems.
• Develop a working understanding of the firm's tax return lifecycle — including preparation, review, delivery, and e-file workflows — to identify process improvement opportunities.
• Develop a working understanding of specialty tax practice areas — including State and Local Tax (SALT), Research & Development (R&D) credits — to identify workflow nuances, data requirements, and process improvement opportunities unique to each practice.
• Gain familiarity with the firm's time and billing data, workflow systems, and tax software environments in order to contextualize reporting needs.
• Work with stakeholders to define reporting requirements; use available tools — including AI platforms and Excel — to generate clear, actionable reports without needing to write code.
• Understand data flows between tax software systems and internal platforms to identify automation opportunities and integration points.
• Stay abreast of current and upcoming technology offerings in the tax and accounting industry, assessing their potential value for the firm.
• Contribute to the development of test procedures to evaluate new software; gather feedback from users and synthesize findings into recommendations.
• Foster a continuous improvement mindset across the teams you work with, helping staff adopt new tools and processes confidently.
• Monitor adherence to departmental policies, procedures, and guidelines related to technology use and project delivery.

Tax Technology Automation Specialist

Financial Planning and Analysis

• Own financial integration workstreams for newly acquired businesses, including onboarding into Aprio’s FP&A cadence.
• Support post-merger forecasting, budgeting, and long-range planning for acquired businesses.
• Maintain and update post-close financial models, including performance vs. deal assumptions.
• Prepare and maintain recurring post-close reporting for acquired entities, including revenue, expenses, headcount, and profitability.
• Support leadership with timely, accurate financial insights during active integration periods.
• Support consolidated forecasts and reporting that incorporate both legacy and newly acquired entities.
• Perform variance analysis versus budget, forecast, and deal models, with a focus on actionable insights.
• Prepare standardized reporting packages for FP&A leadership, executive management, and shareholders.
• Ensure consistency of assumptions, methodologies, and reporting standards across the platform.
• Act as a reliable execution partner to FP&A leadership during peak reporting and planning cycles.
• Support strategic finance initiatives related to growth, profitability, and operational performance.
• Build and maintain Excel based financial models to support leadership decision-making, including scenario and sensitivity analysis.
• Assist with financial analysis for capital allocation, investment tradeoffs, and resource planning.
• Prepare analytical materials and presentation support for senior leadership, including CEO/CFO-level discussions.
• Contribute to ad hoc analysis tied to M&A activity, financing considerations, and firm-wide strategic initiatives.
• Support process improvement initiatives related to M&A integration, FP&A workflows, and reporting cadence.
• Help document integration playbooks, reporting templates, and analytical frameworks to improve scalability.
• Partner with FP&A leadership to improve data quality, accuracy, and timeliness across acquired entities.
• Identify opportunities to streamline reporting and reduce manual effort as the platform grows.
• Execute ad hoc financial analysis and special projects in support of FP&A leadership, Corporate Development, and senior management.
• Support preparation of materials for leadership reviews, board discussions, and sponsor-facing updates.
• Serve as a trusted analytical resource in high visibility, time sensitive situations.

Senior FP&A Analyst, Corporate Strategy

• Lead client engagements and deliver high value strategic guidance to clients
• Provide executive oversight on complex engagements ensuring quality and client satisfaction
• Maintain understanding of industry trends and regulatory developments impacting operations
• Drive exceptional client experiences and expand market presence in specific practice areas
• Develop and execute growth plans and maintain strategic partnerships
• Recruit, mentor, and develop top talent within the practice area
• Lead engagement teams and provide performance oversight

Tax Partner – Manufacturing and Distribution

• 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

Attorney

• Draft, review, and proofread legal documents such as pleadings, contracts, briefs, corporate governance records, estate plans and correspondence.
• File legal documents with Arizona courts and government agencies, ensuring compliance with local rules and deadlines.
• Manage attorney calendars, schedule appointments, and coordinate meetings, hearings, and depositions.
• Maintain and organize client files, ensuring confidentiality and adherence to record-keeping policies.
• Communicate professionally with clients, court personnel, witnesses, and other legal professionals.
• Assist with billing, timekeeping, and expense reporting as required by the firm or organization.
• Process incoming and outgoing mail, including service of legal documents.
• Support attorneys in trial preparation, including assembling exhibits, witness lists, and trial binders.
• Monitor and track case deadlines to ensure timely completion of tasks.

Senior Administrator

Affiliate Manager

Partner – Assurance Services

Partner, Assurance Services – Manufacturing and Distribution

General Counsel

• Draft, negotiate, review, and redline a wide variety of commercial agreements, including Non-Disclosure Agreements (NDAs), Business Associate Agreements (BAAs), Data Processing Agreements (DPAs), Engagement Letters, Master Services Agreements (MSAs), Vendor Agreements, and other related commercial contracts.
• Serve as a primary point of contact for internal business teams seeking legal guidance on contract terms, risk allocation, and commercial deal structure.
• Develop and maintain template libraries, playbooks, and clause banks to drive efficiency and consistency across the contracting process.
• Support internal governance functions, including entity formation, maintenance, and organizational documentation.
• Assist with corporate recordkeeping, board and management resolutions, and entity compliance across multiple jurisdictions.
• Assist with the identification, analysis, and resolution of client service disputes, claims, and related matters.
• Partner with firm leadership and engagement teams to develop practical, business-minded solutions that protect the firm while preserving client relationships.
• Support the firm's legal tech stack, including contract lifecycle management (CLM) tools, matter management platforms, and other legal operations technology.
• Contribute to initiatives aimed at leveraging technology to streamline legal workflows and enhance the team's efficiency and impact.
• Participate in the firm's Know Your Client (KYC) and Know Your Supplier (KYS) compliance programs, including due diligence reviews and risk assessments.
• Collaborate with compliance and business intake teams to ensure adherence to firm policies and applicable regulatory requirements.
• Coordinate insurance-related requests, including certificate of insurance inquiries, policy reviews, and coverage questions.
• Liaise with brokers and internal stakeholders to support the firm's insurance programs and respond to related legal matters.