Aprio

• 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

Partner, Tax – R&D

Affiliate Manager

• 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.

Audit Partner

• 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 impacting client operations
• Drive exceptional client experiences aligned with Aprio’s service standards
• Develop and execute growth plans expanding Aprio’s market presence in designated practice areas or industry niches
• Build and maintain referral networks, strategic partnerships, and market relationships
• Identify 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 enabling teams to excel

Partner – Transaction Advisory Services

Manager

• 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 other client deliverables before partner sign-off.
• Manage engagement budgets, work in process, billing, and realization; identify scope changes early.
• 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 a network of referral sources, including attorneys, bankers, sureties, and other advisors.
• Identify cross-serving opportunities across tax, advisory, client accounting services, and wealth management.
• 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 training in the industry specialty and raise technical capability across the practice.
• Support recruiting and retention.

Senior Audit Manager, Construction

Client Services Representative

• Serve as the primary point of contact for high-profile clients.
• Provide tax planning, compliance, and consulting services tailored to clients’ unique needs.
• Stay current on industry trends, tax laws, and regulations.
• Ensure the firm offers cutting-edge tax solutions.
• Mentor and develop junior staff members.
• Foster a culture of learning, growth, and collaboration within the tax department.

Senior Tax Manager – Private Client Services

• Conduct multiple auditing projects and client engagements
• Communicate with partners, staff and clients regarding expectations, engagement status and other matters
• Initiate an active role in marketing firm services resulting in new business
• Review staff work and provide clear, meaningful feedback
• Establish and foster strong relationships with coworkers and clients
• Travel 10–15% of the time
• Manage engagements in their entirety, including establishing objectives and scope and managing budgets and schedules
• Help clients maximize their opportunities as part of Aprio's audit and advisory services

Senior Audit Manager, Non-Profit

• Prepare and review federal and state tax returns for partnerships, S corporations, C Corporations, individuals, and some trust and estate engagements
• Review workpapers, trial balances, and supporting documentation for accuracy and completeness
• Take ownership of assigned engagements and drive projects through completion
• Research tax issues and identify planning opportunities for clients
• Collaborate with clients to gather information and resolve tax-related questions
• Respond to review comments and manage revisions efficiently
• Support tax planning and consulting engagements across various industries
• Mentor and develop junior team members through coaching and work review
• Build strong client relationships through proactive communication and exceptional service
• Work closely with managers and partners to deliver high-quality client outcomes
• Develop technical expertise on complex business and individual tax matters
• Collaborate with experienced tax professionals and gain exposure to leadership

Senior Tax Associate – Private Client Services

• Develop and implement intelligent tax strategies to reduce clients' tax bills
• Manage and lead a team of tax professionals, including delegating tasks and overseeing team work
• Develop and implement tax strategies while monitoring changes in tax laws and regulations
• Provide consulting services on mergers and acquisitions, tax planning, and corporate restructuring
• Conduct tax research
• Prepare and review client tax returns for compliance with relevant laws and regulations
• Communicate with clients, stakeholders, tax authorities, and regulatory bodies
• Manage client relationships and ensure client satisfaction
• Train and mentor team members

Tax Manager

Tax Partner – Technology

Financial Planning and Analysis

• Assist in the preparation of financial plans, investment reports, and client deliverables
• Analyze client data to help develop tailored investment, retirement, and tax strategies
• Conduct research on financial products, investment opportunities, and economic trends
• Support advisors with client meeting preparation and follow-up
• Update and maintain CRM systems and planning software
• Collaborate with cross-functional teams to gain exposure to investment, planning, and advisory processes
• Participate in team meetings and training sessions
• Work closely with financial planners and team members to support ongoing client service, research, and special projects

Internship, Financial Planning

IT Support

• Lead, coach, and develop a small team of endpoint engineers
• Assign and prioritize work, manage performance, and support career development
• Perform hands-on device deployment and configuration
• Manage image and application packaging
• Manage endpoint policies and day-to-day endpoint administration
• Own and maintain endpoint standards and configuration baselines
• Evaluate and recommend IT peripherals and end-user hardware
• Maintain the approved standards list and validate hardware compatibility
• Implement and enforce endpoint security controls
• Verify device compliance with company policies and standards
• Manage, test, and deploy updates, patches, and software upgrades
• Report on patch compliance
• Provide Level 3 support and act as the escalation point for complex endpoint issues
• Maintain documentation for endpoint configurations, standards, runbooks, and procedures
• Collaborate with IT infrastructure, security, and service desk teams
• Educate employees on endpoint security and usage best practices

Manager, IT End User Services

• Own and oversee the firm’s workforce planning function, setting direction across data integrity and workforce strategy.
• Lead Workday data cleanup and hygiene efforts, leveraging offshore and junior resources and automation to ensure accurate, reliable workforce data.
• Develop workforce models and scenario analyses that quantify the impact of offshoring and automation on capacity, cost, and capability.
• Partner with business leaders to translate workforce strategy into actionable plans that create measurable value.
• Define and track KPIs for workforce data quality and workforce planning effectiveness.
• Build, mentor, and manage a team that spans onshore and offshore resources.
• Identify and champion automation and AI opportunities to reduce manual effort and improve data accuracy.

Director, FP&A Workforce Planning

• Develop and maintain strong relationships with clients, advisors, and other team members across the firm
• Maintain full awareness of the assigned client base, including special needs and ongoing tasks
• Serve as the primary owner of client requests, engaging directly with clients to understand needs
• Coordinate execution across internal and external partners
• Track progress through completion and proactively communicate status updates and outcomes
• Communicate with advisors and internal teams regarding open tasks and client needs
• Serve as the subject matter expert on client account activity
• Monitor for issues and escalate accordingly
• Partner with custodians and internal service teams to resolve operational issues efficiently
• Maintain understanding of the investment approach and its intersection with the client process and experience
• Own the accuracy and completeness of client data in the CRM for the assigned client base
• Help clients maximize their opportunities as part of Aprio Advisory Group, LLC

Partner, Tax – R&D

Audit Partner

Audit Partner

Audit Partner

Partner – Transaction Advisory Services

Senior Audit Manager, Construction

Senior Tax Manager – Private Client Services

Senior Audit Manager, Non-Profit

Senior Tax Associate – Private Client Services

Tax Manager

Tax Partner – Technology

Internship, Financial Planning

Manager, IT End User Services

Director, FP&A Workforce Planning

Wealth Client Service Associate