Aprio

Associate

• Accurately and skillfully performing audits
• Preparing audit work papers and adjusting trial balances
• Utilizing time management to plan and schedule client engagements
• Assembling trial balances and compiling financial statements into a written report to be presented
• Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers
• Continuously fostering relationships with coworkers and clients
• Traveling to some client sites
• Helping clients maximize their opportunities
• Collaborating with a dynamic team at a progressive, fast-growing CPA and advisory firm

Senior Audit Associate

• Prepare and review federal and state tax returns, primarily for partnerships and other flow-through entities
• Review workpapers, trial balances, and supporting documentation for accuracy, completeness, and compliance
• Own assigned client engagements and drive projects to timely completion
• Research tax issues and identify opportunities supporting client objectives and planning strategies
• Collaborate directly with clients to gather information, answer questions, and provide responsive service
• Respond to review comments, resolve technical issues, and incorporate feedback
• Review junior staff work and provide coaching, guidance, and constructive feedback
• Collaborate with offshore preparation teams and review simpler returns for quality and consistency
• Leverage tax technology, automation, and AI-enabled tools
• Build client relationships through proactive communication and exceptional service
• Work with Managers, Directors, and Partners to deliver tax solutions and support client growth initiatives

Senior Tax Associate

Manager

• Conduct multiple auditing projects and client engagements
• Effectively communicate with partners, staff and clients regarding expectations, status of engagements and other matters
• Initiate an active role in marketing firm services resulting in new business
• Continuously foster relationships with coworkers and clients
• Perform minimal travel

Audit Manager

• Apply strong technical tax accounting knowledge on consulting and compliance client engagements
• Prepare tax returns (Forms 1065, 1120, 1120s, 1040)
• Participate in the tax planning and consultation process for clients
• Participate in professional development activities, including training sessions and networking events
• Work closely with Senior Leadership
• Help clients maximize their opportunities

Tax Associate – Real Estate

• Apply strong technical tax accounting knowledge on consulting and compliance client engagements
• Prepare international tax forms related to business returns (Forms 1065, 1120, 1120s, 1040)
• Participate in the tax planning and consultation process for clients
• Participate in professional development activities, including training sessions and networking events
• Work closely with Senior Leadership
• Help clients maximize their opportunities through international tax services

International Tax Associate

• Prepare and review complex federal, state, and local corporate tax returns, including consolidated and multi-state filings, ensuring compliance with relevant tax laws and regulations.
• Prepare and review quarterly and annual income tax provisions (ASC 740), including deferred tax calculations, valuation allowance analysis, and uncertain tax position documentation.
• Manage and lead a team of tax professionals, delegating tasks and responsibilities, and overseeing team members' work.
• Develop and implement tax strategies, staying up-to-date with changing tax laws and regulations and identifying tax-planning opportunities.
• Provide consulting services to clients on mergers and acquisitions, tax planning, and corporate restructuring.
• Conduct tax research to identify tax-planning opportunities.
• Communicate with clients, stakeholders, tax authorities, and other regulatory bodies.
• Manage client relationships and ensure client satisfaction.
• Train and mentor team members.

Tax Manager – Corporate Tax

• Serve as the primary relationship lead for Atlas clients
• Lead planning-focused conversations, including structured touchpoints throughout the year
• Build trusting, long-term relationships using open-ended questions, curiosity, and empathy
• Identify planning cues from questionnaires, tax returns, system prompts, and client interactions
• Translate cues into actionable next steps using standardized playbooks and frameworks
• Simplify financial concepts and guide clients through important decisions
• Serve as the Tax Job Lead on designated clients when appropriate
• Provide light technical explanation during planning discussions
• Identify complexity, planning triggers, and out-of-scope work; escalate items to the CSA and Tax Lead
• Collaborate with CSAs, Wealth Advisors, Tax Leads, and specialist teams
• Coordinate client-related tasks and ensure clear, timely handoffs
• Activate overlays and planning workflows based on client attributes and cues
• Maintain client notes, planning actions, and engagement details in HubSpot
• Apply Aprio’s Tier + Overlay model across assigned clients
• Use HubSpot, Practice Engine, HubSync, planning dashboards, and standardized workflows to manage engagements
• Monitor cue dashboards and ensure timely completion of planning tasks
• Support margin protection through minimum fees, proper scoping, and structured delivery expectations

Senior Tax Manager

• 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

Audit Senior Manager

Artificial Intelligence

• Lead defined portions of discovery, data analysis, requirements gathering, reporting design, and solution validation
• Develop data models, reports, dashboards, documentation, and client-ready analytics deliverables within assigned workstreams
• Translate business questions into clear data definitions, reporting requirements, and validation approaches
• Analyze data quality, integration dependencies, and reporting risks to inform delivery planning and solution acceptance
• Support user adoption through documentation, training support, and stakeholder communication
• Coordinate assigned workstreams, manage deliverable quality, and escalate project risks, assumptions, and dependencies
• Identify improvement opportunities in data delivery assets, templates, and engagement methods
• Help clients maximize their opportunities through Aprio Advisory Group's technology advisory services

Senior Associate, Data & AI Advisory – Data Solutions

• Interact closely with clients to provide tax planning, consulting, and compliance services
• Work closely with partners on delivering innovative tax planning strategies
• Prepare and review income tax returns for businesses, individuals, and trusts
• Minimal to no travel required

• Lead multiple audit, review, and other assurance engagements concurrently, from planning and risk assessment through final review and delivery.
• Serve as the primary point of contact for an assigned book of clients and build long-term relationships.
• Perform final review of workpapers, financial statements, and client deliverables before partner sign-off.
• Manage engagement economics, including budgets, work in process, billing, and realization.
• Communicate with partners, team members, and clients regarding expectations, status, findings, and open items.
• Research and document technical positions and help clients understand new standards.
• Supervise and delegate across all staff levels.
• Contribute to proposals and new business wins.
• Build referral-source networks, including attorneys, bankers, and other advisors.
• Identify cross-serving opportunities across tax, advisory, and client accounting services.
• Represent Aprio in industry associations, conferences, and thought leadership.
• Coach, develop, and energize associates, senior associates, and managers.
• Deliver feedback and counsel less experienced team members.
• Contribute to industry-specialty training and improve technical capability.
• Support recruiting and retention.

Audit Senior Manager, Non-profit

• 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

Affiliate Manager

Audit Partner, Technology

• Lead client engagements and provide executive oversight on complex engagements
• Serve as a trusted advisor delivering strategic, technical, and operational guidance
• Ensure engagement quality, timeliness, and client satisfaction
• Monitor industry trends, regulatory developments, and emerging business needs
• Drive exceptional client experiences aligned with Aprio’s service standards
• Develop and execute growth plans to expand Aprio’s market presence
• Build referral networks, strategic partnerships, and market relationships
• Identify service expansion opportunities, 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
• 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

Senior Audit Associate

Senior Tax Associate

Audit Manager

Tax Associate – Real Estate

International Tax Associate

Tax Manager – Corporate Tax

Senior Tax Manager

Audit Senior Manager

Senior Associate, Data & AI Advisory – Data Solutions

Senior Tax Associate

Audit Senior Manager, Non-profit

Tax Partner

Audit Partner, Technology

Tax Partner

Partner, Assurance Services