Aprio

Onboarding Specialist

• Review client financial data, historical transactions, and accounting setups for accuracy and completeness.
• Oversee system implementations, software configurations, and integration setups (e.g., QuickBooks Online, Xero, NetSuite, Bill.com).
• Set up new QBO or Xero accounts for clients without existing systems.
• Migrate systems, including conversions from QuickBooks Desktop to QBO.
• Configure and customize bill and invoicing system based on client-specific requirements.
• Oversee the comparison of tax returns to book balances, ensuring necessary adjustments are made for accurate accounting starting points.
• Direct and review historical accounting catch-up work, including bank coding and accounts payable cleanup, entry and reconciliation of historical payroll journal entries, set up of investment assets and clearing accounts, cleanup of e-commerce sales records and reconciliations.
• Supervise and validate reconciliations of key accounts, including bank, liabilities, prepaid expenses, accrued revenue, and accrued liabilities.
• Review and approve month-end schedules, including depreciation, amortization, and accrual/deferral schedules.
• Ensure development and accuracy of open items lists and month-close spreadsheets to support ongoing accounting operations.
• Lead and manage the client onboarding process from sales handoff to steady-state operations.
• Work closely with accounting teams with clients across industries (SaaS, Professional Services, E-commerce).
• Communicate with project managers and/or clients via email to request information or clarify processes.
• Create process documentation and transition materials for the Accounting Team.
• Lead the PH Team in planning, strategizing, and assigning client work.
• Supervise, mentor, and support onboarding team members to ensure high-quality and timely deliverables, and high employee morale.
• Collaborate with US Manager on project progress and team updates.
• Assign and monitor onboarding projects, ensuring deadlines and service level agreements are met.
• Act as the main point of contact for escalated onboarding issues and client concerns.
• Monitor onboarding KPIs, analyze performance trends, and recommend process improvements.
• Develop and update onboarding checklists, SOPs, and training materials.

Accounting Onboarding Manager – Systems Implementation and Accounting Cleanup

• Tax Interns: delivery of tax services for multiple clients, interact closely with clients to provide tax planning, consulting, compliance services, work closely with partners on tax planning strategies, form relationships with middle to large-sized tax clients, work with diverse teams
• Audit Interns: work with businesses to avoid financial/business risks, improve financial reporting and internal controls, evaluate accounting issues, stay ahead of accounting regulations, help assess quality of information and identify areas to improve operating efficiencies, form relationships with middle to large-sized audit clients

Tax/Audit Intern

• Aprio 2027 Internship Application - Tax/Audit - GA, FL, AL, TN

• Tax Interns: delivery of tax services, interacting with clients for tax planning, consulting, compliance; work with partners on tax planning strategies; relationship building with middle to large-sized tax clients
• Audit Interns: work with businesses to assess financial reporting, internal controls, evaluate accounting issues, stay ahead of accounting regulations; improve operating efficiencies; relationship building with middle to large-sized audit clients
• Participate in on-the-job training, networking events, group volunteering project
• Work with small, medium, and large clients; one-on-one contact with clients and partners

Tax and Audit Intern

• Tax Interns: delivery of tax services for multiple clients, tax planning, consulting, compliance, client interaction, working closely with partners
• Audit Interns: improve financial reporting, internal controls, evaluate accounting issues, assess quality of information, work with clients to improve efficiencies

• Tax Interns: deliver tax planning, consulting, and compliance services; interact with clients; work with partners on tax planning strategies; build relationships with middle to large-sized tax clients
• Audit Interns: assist in improving financial reporting, internal controls; evaluate accounting issues; stay current with accounting regulations; assess information quality and identify efficiency improvements; build relationships with middle to large-sized audit clients
• Participate in group project involving volunteering and social impact
• Attend networking events and activities to meet employees and partners
• Work on on-the-job training and real-world accounting projects with small to large clients

• Participate in Spring and Summer Tax and Audit internships with on-the-job training
• Work with small, medium, and large clients across diverse industries
• For Tax Interns: provide tax planning, consulting, compliance services and work closely with partners on tax planning strategies
• For Audit Interns: assist with improving financial reporting, internal controls, evaluating accounting issues, and assessing quality of financial information
• Complete group volunteer and social impact projects and attend networking events and activities

• Deliver tax services including tax planning, consulting, and compliance for multiple clients in various industries
• Interact closely with clients and partners on tax matters and planning strategies
• Work with diverse teams and form relationships with middle to large-sized tax clients (Tax Interns)
• Assist audited clients to improve financial reporting, internal controls, and evaluate accounting issues
• Help assess quality of information for strategic decisions and identify areas to improve operating efficiencies (Audit Interns)
• Participate in on-the-job training and real-world accounting projects during Spring and Summer internship programs
• Complete group projects involving volunteering and social impact and engage in networking events and activities

Blockchain Engineer

• Be a valuable resource to the blockchain and digital assets, specialty lending and AI team
• Assist with day-to-day execution and delivery of audit and advisory activities throughout the year
• Assist in the evaluation and documentation of internal controls
• Ensure completion of assigned responsibilities and communicate and resolve audit matters that arise during engagements
• Develop and maintain client relationships
• Continuous learning of the blockchain and digital assets and AI industries
• Collaborate with team members
• When necessary, research industry, accounting and technical issues

Assurance Associate – Blockchain, Digital Assets, Specialty Lending, AI

Executive Assistant

• - Support scheduling of internal and external calls related to client needs
• - Monitor due date reporting to comply with IRS/Tax authority due dates
• - Assist with onboarding of new clients
• - Support delivery of documents to clients
• - Perform data management and cleanup within various applications
• - Coordinate collection of e-signed documents
• - Manage complex internal and external calendaring
• - Assist with submission and review of engagement letters
• - Support business social media management and manage proposals, checking for accuracy and consistency
• - Manage prospect interactions and follow-ups
• - Utilize HubSpot to manage prospects and leads
• - Provide sales and marketing support to the team
• - Generate reports and analyze data from HubSpot and Power BI tools
• - Maintain and update industry-related documentation, including intranet content in SharePoint
• - Create, revise, and design PowerPoint presentations
• - Coordinate complex activities, including meetings, networking events, sales activities and conferences, including overseeing logistics for annual internal conference of industry leaders

Technology Industry Coordinator / Executive Assistant

Solutions Engineer

• Design and deliver technical solutions across the Intuit ecosystem, tailoring recommendations to meet unique client needs
• Own the technical relationship with prospects and clients, running discovery, demos, and proof-of-concepts to showcase the Intuit Enterprise Suite
• Translate complex technical concepts into clear business outcomes, articulating Aprio’s value proposition and competitive differentiation
• Partner with sales teams to increase close rates, accelerate deal cycles, and support quota attainment through technical leadership
• Deliver product and sales training for Account Executives, Customer Success teams, and client accounting professionals
• Collaborate with Product and Marketing to shape features, assets, and seller-facing content that elevate the client experience
• Navigate complex buying processes, recommend best-fit solutions, and proactively support clients beyond the sale
• Foster a collaborative, inclusive environment that encourages learning and innovation

Solutions Architect

Customer Success Manager

• Serve as the trusted advisor for a portfolio of high-value clients using Intuit Enterprise Suite, QuickBooks Online, Payroll, Time, and related solutions
• Proactively engage with clients through regular check-ins to ensure satisfaction, identify opportunities, and anticipate challenges
• Provide expert-level phone, email, and chat support for complex inquiries
• Guide clients through troubleshooting, configuration, and optimization to maximize efficiency and ROI
• Partner with internal support engineers to resolve escalations quickly and effectively
• Build and maintain reporting systems to track client health, highlight recurring issues, and identify opportunities for improvements
• Monitor, analyze, and own key performance indicators tied to customer retention, adoption, and service efficiency
• Oversee client-specific implementation and optimization initiatives from start to finish
• Coordinate cross-functional teams to ensure projects are delivered on time, on budget, and aligned with client goals
• Lead and develop a team of 3–6 professionals, providing coaching, feedback, and growth opportunities
• Create a culture of accountability, collaboration, and continuous improvement

Client Success Manager

Insurance

• Working with the engagement managers on clients across different industries
• Participating in client calls, conducting walk-throughs, interviews, etc.
• Developing test sheets, document request lists, and project plans
• Executing testing of clients’ internal controls
• Drafting and formatting reports
• Testing of clients’ internal controls
• Supporting clients’ in problem identification and resolution
• Working with industry leading information security standards and frameworks, including ISO 27001, PCI DSS, NIST 800-53, NIST CSF, GDPR Reporting on clients’ controls utilizing attestation standards such as SOC 1, SOC 2, PCI DSS, ISO 27001, GDPR and HITRUST
• Working on internal projects, i.e. process improvement, assisting with marketing and recruiting
• Information technology projects and focus areas you may be exposed to within the IAS practice as an Associate include the following: Cyber Threats and Cybersecurity; Service Organization Control (SOC) Reporting (e.g., SOC 1 and SOC 2); Payment Card Industry Data Security Standard (PCI DSS); ISO Standards (e.g., ISO 27001/27002); HITRUST; Agreed Upon Procedures; GDPR, Privacy assessments

Associate, Information Assurance Services, SOC

Communications

• Work with a nationally ranked CPA and advisory firm that is passionate for what's next.
• Join Aprio's Growth team and help clients maximize their opportunities.
• Create and deliver compelling content that engages team members and strengthens Aprio’s culture.
• Work closely with key stakeholders and leaders to ensure internal communication is clear, consistent, and aligned with firm goals and values.
• Develop and execute communications strategies and content including email updates, scripts, newsletters, intranet content, videos, and presentations.
• Manage an internal email communications platform and content editorial calendar.
• Monitor and measure effectiveness of internal communications and recommend improvements.
• Maintain flexible availability and responsiveness during and outside normal office hours as necessary.

Associate, Internal Communications

IT Support

• Work with a nationally ranked CPA and advisory firm that is passionate for what's next.
• Join Aprio's Assurance team and help clients maximize their opportunities.
• Provide assurance services to private and closely-held companies to minimize risk and support stakeholder relationships.
• Lead multiple audit engagements across the Technology industry, including SaaS, FinTech, and HealthTech.
• Build strong relationships with clients, partners, and team members by setting clear expectations and maintaining open and transparent communication.
• Play an active role in business development by identifying opportunities to expand our services.
• Mentor, coach, and inspire staff accountants, fostering a culture of growth and collaboration.
• Travel occasionally (15–20%) to connect with clients and teams.

Senior Audit Manager, Technology

Program Manager

• Oversee the complete lifecycle of GRC policies, from development and implementation to ongoing maintenance and review.
• Ensure timely updates and relevance to changing regulatory, technological, and business environments.
• Define, track, and report GRC program metrics.
• Deliver actionable insights and progress reports to stakeholders on policy adoption, compliance status, and risk landscape.
• Champion communications across the enterprise, ensuring business units are informed, engaged, and empowered to support compliance and control implementation.
• Maintain and regularly update all compliance documentation to reflect current standards, procedures, and regulatory requirements.
• Foster strong relationships with business units, providing guidance and support for control implementation and compliance initiatives.
• Build trust and credibility as a strategic partner in the governance process.
• Collaborate and contribute to Vendor Risk Management, training and awareness programs, and other cross-functional GRC projects and initiatives as needed.
• Identify opportunities to streamline processes, strengthen controls, and enhance the effectiveness of GRC programs across the enterprise.

Program Manager, IT GRC

• Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
• Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team.

Accounting Onboarding Manager – Systems Implementation and Accounting Cleanup

Tax/Audit Intern

Tax/Audit Intern

Tax and Audit Intern

Tax/Audit Intern

Tax/Audit Intern

Tax/Audit Intern

Tax/Audit Intern

Assurance Associate – Blockchain, Digital Assets, Specialty Lending, AI

Technology Industry Coordinator / Executive Assistant

Solutions Architect

Client Success Manager

Associate, Information Assurance Services, SOC

Associate, Internal Communications

Senior Audit Manager, Technology

Program Manager, IT GRC

Experienced Tax Associate