• Execute project work plans, including reviewing data and supporting documentation for R&D tax credits under IRC Sections 41 and 174
• Assist in leading technical interviews with client personnel, such as scientists and engineers, to gather key project details
• Prepare and review appropriate quantitative and qualitative documentation to support project results using Microsoft Excel, Power BI, and Alteryx
• Assist in leading client meetings and internal team discussions to communicate project progress and findings
• Support client relationships by delivering exceptional client service and fostering collaboration with stakeholders
• Mentor and train associates through on-the-job technical guidance and coaching, helping them build foundational skills in tax consulting and technology
• Collaborate with managers and senior leadership to manage risk, execute reviews, and deliver high-quality outcomes
• Work in a fast-paced, team-oriented environment to meet deadlines and exceed client expectations

Senior Associate, R&D – Federal Tax Consulting Services

• Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed
• Achieve charge hour goals
• Review engagement team members accounting, tax or auditing work: provide constructive review points
• Supervise and guide team members on engagements, fostering a collaborative and productive work environment
• Train and mentor engagement team members, supporting their technical and professional development
• Assist in the client billing process with Managers, Directors or Managing Directors
• Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
• Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
• Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements
• Execute administrative duties as assigned
• Additional responsibilities as assigned

Tax Supervisor

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client's Qualified Plan needs (as applicable)
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Senior Tax Manager – Business Enterprise Services

• Advise clients on the use of tax insurance as a risk-transfer tool
• Analyze tax opinions, transaction structures, and technical tax issues
• Develop and execute placement strategies with tax insurance underwriters
• Manage the underwriting process from submission through policy binding
• Negotiate policy terms and coverage enhancements
• Develop and maintain relationships with private equity sponsors and investment banks
• Generate new business opportunities through networking
• Serve as a subject matter expert on tax insurance products

Vice President, Retail Tax Insurance

• Prepares and files tax returns and reports in compliance with established deadlines.
• Responsible for determining tax implications of company actions and develops strategies for minimizing liability.
• Keeps abreast of changes in federal, state, and local tax legislation.
• Utilizes appropriate internal and external resources to monitor changes in applicable foreign tax legislation.
• Responsible for managing the tax reporting, tax planning, and compliance function.
• Oversee the completion of accurate tax returns to minimize the tax obligations of the organization.
• Manage international resources to ensure proper compliance of subsidiaries in all applicable jurisdictions.
• Provide innovative tax planning and review complex income tax returns.
• Identify and mitigate tax risks.
• Manage tax provision and tax compliance process.
• Own the sales/value-added tax process and compliance.
• Manage and coordinate tax audits.
• Maintain tax balances on general ledger.
• Prepare all tax papers in regular basis and handle all information data requests.
• Coordinate and manage transfer pricing policy compliance process.
• Lead projects on a cross-functional basis.
• Help develop and implement new projects, policies, and procedures for a department to meet key corporate initiatives.
• Develop key relationships with internal and external consultants and stakeholders.

Tax Manager

• Planning and execution of tax structuring efforts related to acquisitions, dispositions, financings, and joint ventures
• Partner with Acquisitions, Asset Management, Accounting, and Legal to develop and implement tax-efficient transaction structures
• Prepare tax modeling, technical analyses, and written memoranda for complex REIT structures (e.g., RIDEA/TRS, PropCo/OpCo, partnerships, B2B arrangements)
• Support transaction diligence and execution, including review of deal structures and coordination with advisors
• Closely collaborate with Tax Accounting and Tax Compliance to ensure accurate and timely reporting of planning positions
• Assist in monitoring REIT income and asset tests, including tracking intercompany income streams, and income and asset mix considerations
• Maintain strong working relationships with internal stakeholders and communicate regularly with business executives and department leaders
• Manage relationships with outside advisors to ensure timely, budget-aligned delivery of tax, valuation, and related services
• Support preparation of REIT representation letters and supporting analyses, as well as annual certifications and tax-related public disclosures
• Prepare transfer pricing analyses supporting intercompany arrangements; assist with transfer pricing documentation and data gathering

Manager, Tax Planning

• Execute on the Day-to-Day Operational Aspects of Running a Tax Department.
• Oversee International Tax & Transfer Pricing.
• Manage Global Compliance.
• Drive Tax Automation.
• Own Tax Data & Systems.
• Direct External Advisors.
• Partner Cross-Functionally.

• 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 – Private Client Tax

• Responsible for research and analysis of various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues and accounting methods, and other matters
• Transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in joint venture, fund and REIT/blocker structures
• Manage REIT tax structuring and due diligence projects for real estate acquisition transactions
• Consult and advise on like-kind exchanges and reverse like-kind exchanges focusing on tax implications with respect to boot and liabilities
• Assist with the review of fund documents, joint venture/lower-tier partnership agreements and the tax consequences of the economic agreements (tax allocations, distribution preferences, etc.)
• Draft emails and memos
• Review of tax projections, tax workpapers and tax returns for clients in the real estate industry including partnerships and REITs
• Oversee and manage the tax return process including identification and resolution of tax issues
• Monitor and review legislative and administrative updates impacting real estate, REITs, real estate private equity, and debt fund clients, including development of related internal and external content
• Draft Firm-wide alerts on current developments in federal income tax
• Assist with Firm-wide trainings in federal income tax

Tax Director – Real Estate

• Oversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligations.
• Review and manage tax deliverables prepared by external accounting firms and administrators.
• Provide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactions.
• Assist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products.
• Support internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting matters.
• Coordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreams.
• Track changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businesses.
• Help strengthen internal controls, operating procedures, and governance documentation related to tax operations.
• Identify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processes.
• Participate in strategic projects and operational initiatives supporting the continued growth of the platform.

Hedge Fund Tax Manager

• Work with cross-functional teams to drive product development
• Analyze market trends to inform product strategy and enhancements
• Mentor junior team members to foster their professional growth
• Maintain a level of technical proficiency in product management
• Identify opportunities for process improvements and efficiencies
• Engage with stakeholders to gather feedback and insights
• Uphold the firm's standards of quality and client service

Senior Associate, Tax Innovation – Product Management

• Lead the firm’s tax function across multiple jurisdictions, ensuring compliance and strategic tax planning.
• Oversee and optimize tax processes related to international, partnership federal and state, and partner tax matters including partner tax allocations.
• Collaborate with IT, finance, and partner compensation teams to implement technology solutions.
• Identify and implement best practices to improve efficiency, accuracy, and scalability of tax operations.
• Serve as a strategic advisor to firm leadership on tax implications of business decisions, including cross-border transactions and entity structuring.
• Mentor and develop tax team members, fostering a culture of innovation and continuous improvement.
• Serve as a trusted advisor for our Partners regarding tax matters.

Director, Tax Operations – Strategy

• Provide best in-class service to our clients, through communications, information gathering, onboarding and delivery.
• Communication with team, clients and third-party client advisors.
• Work with clients to help them navigate various client platforms.
• Support team where needed in accomplishing client deliverables.
• Proactively communicate status of work, ask timely questions and seek clarity from the lead on client engagements when needed in order to keep work progressin.
• Meet client service expectations through adhering to quality and timely client deliverables.
• Begin to establish and build team and client (internal/external) relationships and facilitate and maintain positive and proactive communications.
• Assist with client data gathering by reviewing client data and information needed.
• Promptly communicate roadblocks and inefficiencies as they arise.
• Apply learning from one client engagement to the next.
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager.
• Other duties and special projects as assigned.

Tax Specialist – Private Wealth

• Manage client service accounts and lead engagement workstreams
• Supervise and mentor teams to produce exceptional outcomes
• Independently tackle and resolve intricate problems
• Leverage team capabilities to meet client needs
• Integrate technology and innovative methods into service delivery
• Drive efficiency through automation and digital solutions
• Assure quality and adherence to project timelines
• Encourage continuous improvement and professional development

Wealth Management Tax Services Manager

• Apply and grow strategic and tactical capabilities to exceed marketing, sales, and revenue goals
• Drive multi-channel acquisition, customer expansion and partner marketing plans for corporate tax products and services
• Develop and execute marketing programs and events that drive demand
• Spearhead outbound activities to expand market share
• Establish, measure and interpret KPIs
• Collaborate with Sales, Marketing and Partner teams to bridge lead-to-closed/won process
• Create, localize and customize content based on audience and segment
• Validate efficacy of leads-to-closed/won processes and measurement; improve as needed

Senior Marketing Specialist, CP & ESG Corporate Tax

• Be an indirect tax subject matter expert (global VAT/GST) for our Merchant of Record product, specifically managing the complexity of shifting tax liability via marketplace and agency rules.
• Support Stripe’s expansion into new international markets, ensuring SMP remains compliant with varying global tax regulations.
• Participate in policy matters affecting indirect taxes internationally.
• Collaborate with the international indirect tax compliance team, and the international accounting teams on VAT/GST compliance, assisting with the ongoing enhancement of the indirect tax compliance processes.
• Supporting management of indirect tax audits and other indirect tax matters involving tax authorities internationally.
• Work with other tax team members and product and engineering teams to help define requirements and collaborate on the design and build of tax solutions for the MoR product.
• Promote indirect tax awareness and knowledge including training and liaising with business and tax partners on changes to indirect tax legislation, systems, policies and processes.

Indirect Tax Advisor, VAT/GST

• Serve as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment.
• Develop and maintain tax policies and procedures in collaboration with tax partners.
• Manage the Form 8879 signature process ensuring compliance with firm policies.
• Oversee resource management activities including onboarding and assessing skill sets.
• Collaborate with the attest team to coordinate staffing resources across functions.
• Partner with tax team on CCH training initiatives and staff development.
• Establish and maintain the tax software system including engagement letter setup.
• Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting.
• Drive due date management and deadline closure across regions.
• Forecast future resource needs based on production cycles, project pipelines, and organizational goals.
• Track utilization metrics and performance indicators; prepare reports for strategic decision-making.
• Identify and mitigate risks related to staffing shortages and process inefficiencies.
• Train, mentor, and manage Tax Operations Coordinators and tax professionals.
• Evaluate and improve operational and resource management processes to increase efficiency.

Tax Resource Manager

• Lead and manage large-scale projects to achieve successful outcomes
• Innovate and streamline processes to enhance efficiency and effectiveness
• Maintain exceptional standards of operational excellence in every activity
• Interact with clients at a senior level to drive project success
• Build trust with multi-level teams and stakeholders through open communication
• Motivate and coach teams to solve complex problems
• Serve as a strategic advisor, leveraging specialized knowledge and industry trends
• Provide strategic input into the firm’s business strategies

Tax Senior Manager – Global Information Reporting

• Analyze complex problems and mentor others
• Maintain rigorous standards
• Build and maintain client relationships
• Gain a thorough understanding of business contexts
• Navigate and manage complex tax situations
• Advance personal brand and technical knowledge

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Senior Associate, Tax Innovation – Product Management

Director, Tax Operations – Strategy

Tax Specialist – Private Wealth

Wealth Management Tax Services Manager

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Tax Resource Manager

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Tax Senior Manager – Global Information Reporting

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