Aprio

Support client onboarding, maintain client data, assist with reports and operations, and support financial advisors. | Requires 5+ years of experience in a similar role, proficiency with Excel and other financial software, and strong communication skills. | 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 Wealth Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Wealth Client Service Associate to join their dynamic team. Your role, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge. The ideal candidate is resourceful, an excellent problem solver and a team player. You are detail oriented with proven organizational skills, able to manage time efficiently, and prioritize tasks. You have proven written and verbal communication skills. You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes. \n Position Responsibilities: Client Relationship Management Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services Initiate and maintain client access across all systems and educate clients on account services and capabilities (e.g., how to use Online Services, paperless options, Client Portal, financial planning software) Ensure appropriate documentation for client files are kept in compliance. Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters) Advisor Support Establish and maintain client data across various internal reporting and CRM systems Review daily reports and alerts and process accordingly Assist in the preparation of client reports and other materials for client meetings Input tasks within appropriate systems and complete associated paperwork Operations Support Provide support for monthly billing preparation; pulling reports; auditing data Assist with new client set up across all Aprio Systems Provide backup support to team members as needed Qualifications: 5+ years of experience in similar role Robust multi-tasking with ability to work with frequent interruptions required Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab Advanced knowledge of Excel Proficiency with Microsoft Office Strong written and verbal communication skills \n $80,000 - $110,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. \n Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Designs and implements innovative learning solutions, partners with leaders to assess needs, and evaluates program impact. | Requires 7+ years in learning and development, expertise in adult learning, instructional design, and experience with specific L&D platforms. | Job Description: • Collaborate with Practice and function leaders to assess and prioritize current and future learning and talent needs, ensuring alignment with Aprio’s strategic objectives. • Design and propose innovative learning and development solutions, utilizing adult learning principles and forward-thinking instructional strategies that address identified needs. • Serve as a strategic advisor to Practice leaders and their teams, engaging in strategic consultative discussions to define business challenges, identify performance gaps, and determine whether learning or other interventions best address Aprio's needs. • Partner with the Learning Experience Design Studio, providing subject matter expertise, guidance, and feedback as they build and implement engaging learning solutions. • Build and sustain productive relationships with key stakeholders, including technical experts and senior leaders, to drive adoption and continuous improvement of learning solutions. • Apply learning analytics and metrics to evaluate the effectiveness and impact of learning initiatives, making recommendations for improvement where necessary. • Champion the reputation and visibility of Aprio’s Learning & Development function by shaping a high-quality portfolio of learning experiences that strengthens the brand value of L&D with internal Aprio team members and external Alliance members. • Collaborate with Aprio Alliance leaders to develop learning offerings that add value for Alliance members and can be commercialized and sold as part of Aprio’s external solutions. • Conduct discovery conversations with internal and external stakeholders to deeply understand learning and talent development needs and translate these insights into actionable design requirements. • Navigate and resolve conflict when approaches to learning differ, mediating between perspectives and guiding teams toward effective solutions. • Influence and present compelling ideas and strategies to small and large groups—including executive audiences—driving alignment and enthusiasm for learning initiatives. • Collaborate with the Manager of Learning Operations on establishing workflows, version control and quality assurance for all design work. Requirements: • Bachelor’s degree in Education, Human Resources, Organizational Development, or a related field; equivalent practical experience designing and delivering learning solutions will also be considered. • 7+ years of technical experience in the learning and development space is required. • Previous experience with the software applications Cognota, Performitiv, and LCvista or similar platforms is preferred. • Demonstrated expertise in adult learning theory, instructional design methodologies, and learning metrics. • Proven ability to assess talent and learning needs, and to design, implement, and measure impactful development programs. • Experience in change management and in partnering with business leaders to drive organizational transformation through learning. • Exceptional relationship-building and stakeholder management skills, with the ability to build trust across diverse groups. • Strong skills in discovery conversations, needs assessment, and translating insights into creative solutions. • Confidence and diplomacy in addressing conflict and influencing outcomes when stakeholders disagree. Benefits: • Medical, Dental, and Vision Insurance on the first day of employment • Flexible Spending Account and Dependent Care Account • 401k with Profit Sharing • 9+ holidays and discretionary time off structure • Parental Leave – coverage for both primary and secondary caregivers • Tuition Assistance Program and CPA support program with cash incentive upon completion • Discretionary incentive compensation based on firm, group and individual performance • Incentive compensation related to origination of new client sales • Top rated wellness program • Flexible working environment including remote and hybrid options

Lead enterprise-wide projects, coordinate cross-functional teams, and utilize data analytics to support decision-making. | Requires 10+ years of project management experience, PMP or similar certification, proficiency in Power BI, and experience in professional services or large-scale projects. | 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 Business Operations team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Project Manager to join their dynamic team. We are seeking a resourceful and dynamic Senior Project Manager to guide and support enterprise-wide initiatives from inception to completion. This pivotal role encompasses a broad range of responsibilities, including managing complex project timelines, coordinating cross-functional teams, driving process improvement, and delivering impactful results across the organization. Candidates with experience in data analysis, digital tools such as Power BI, and a proven track record in professional services or large-scale project environments will excel. If you are an organized, tech-savvy problem solver who thrives in an environment of continuous growth and innovation, we invite you to apply. \n Responsibilities: Lead the planning and execution of enterprise-wide projects, ensuring alignment with business objectives and delivery of key milestones. Collaborate with stakeholders across departments to define project scope, goals, deliverables, and success metrics. Apply agile methodologies and scrum frameworks to promote flexibility, continuous improvement, and iterative progress throughout the project lifecycle. Facilitate sprint planning, daily stand-ups, reviews, and retrospectives, encouraging team collaboration and transparency. Proactively identify risks and obstacles, developing solutions to keep projects on track and within budget. Develop and maintain detailed project timelines, allocating resources wisely and monitoring progress to achieve outcomes on schedule. Facilitate effective communication between teams, ensuring transparency and coordination across all agile ceremonies and project stages. Manage changes and deviations from the original plan, adapting strategies as necessary to ensure success. Champion the adoption of best practices and methodologies for agile project delivery, driving efficiency and quality throughout the organization. Continuously seek opportunities to optimize workflows and introduce innovative solutions. Leverage data from various enterprise databases to generate insightful reports that support decision-making and highlight project impact. Utilize analytical tools such as Power BI to identify key trends, measure performance, and guide strategic direction. Maintain and enhance internal communication platforms to ensure teams are informed, connected, and equipped with needed resources. Qualifications: Bachelor’s degree in Business Administration, Project Management, Information Systems, or a related field. Professional certification such as PMP, PMI-ACP, Scrum Master or equivalent is REQUIRED. 10+ years of demonstrated experience leading large-scale, cross-functional projects within an enterprise or professional services environment. Strong understanding of project management methodologies and tools (e.g., ClickUp) Proficiency in data analysis and visualization platforms (e.g., Power BI). Superior organizational, leadership, and communication skills. Ability to thrive in a fast-paced, dynamic setting and adapt to shifting priorities. \n Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Assist clients with estate tax planning, prepare and review estate and trust income tax returns, and mentor staff. | Requires a JD or Masters in Taxation, 5+ years in a legal or financial services firm, and experience with estate/trust tax documents. | Job Description: • Provide exceptional client service • Develop and implement strategies to reduce clients’ estate tax exposure • Listen to clients and assist them in designing estate plan that captures their intentions • Prepare or review estate and trust income tax returns, gift and estate tax returns • Work closely with clients to provide tax planning, consulting and compliance services • Manage, develop, train, and mentor staff • Work with partners on delivering innovative tax planning strategies Requirements: • Bachelor's degree in Accounting, Finance, or related specialty • Masters degree in Taxation or JD, required • *Attorney candidates must be licensed in state of NY, but can work remotely* • 5+ years of recent experience working in a public accounting firm, law firm, or financial services firm. • Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents • Exceptional verbal and written communication skills • Computer expertise including knowledge of tax software and technology Benefits: • Medical, Dental, and Vision Insurance on the first day of employment • Flexible Spending Account and Dependent Care Account • 401k with Profit Sharing • 9+ holidays and discretionary time off structure • Parental Leave – coverage for both primary and secondary caregivers • Tuition Assistance Program and CPA support program with cash incentive upon completion • Discretionary incentive compensation based on firm, group and individual performance • Incentive compensation related to origination of new client sales • Top rated wellness program • Flexible working environment including remote and hybrid options

Oversee daily operations, manage team performance, and drive process improvements across service and functional teams. | Minimum 7 years of operations or project management experience, with at least 2 years in people management, in a professional services environment, with a bachelor's degree. | 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 Accounting Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Manager to join their dynamic team. The Operations Senior Manager plays a critical role in ensuring the seamless execution of client delivery by overseeing operational processes, managing team performance, and driving continuous improvement across service and functional teams. This role supports both onshore and offshore teams to maintain high-quality standards, meet service-level agreements, and enhance operational efficiency. \n Position Responsibilities: 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. Qualifications: Minimum 7 years of experience in operations or project management, ideally in a professional services environment People management experience of 2+ years Experience managing multiple client engagements in a fast-paced, deadline-driven environment Bachelor’s degree in related field Excellent communication skills and a passion for supporting a team culture \n $125,000 - $175,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. \n Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Lead and manage Agile projects including planning, execution, risk mitigation, team facilitation, and stakeholder communication to ensure successful delivery aligned with organizational goals. | 5+ years of Agile project management experience, strong leadership and communication skills, proficiency in Agile tools, and a bachelor's degree in a related field. | 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 Agile Management Office team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Project Manager to join their dynamic team. The Project Manager will be responsible for overseeing the planning, execution, and delivery of Agile projects within the organization. The ideal candidate will possess strong leadership skills, a solid understanding of Agile methodologies, and a proven track record of successfully managing projects from initiation to completion. Position Responsibilities: • Lead the planning and execution of Agile projects, ensuring alignment with organizational goals, priorities, and timelines. • Collaborate with stakeholders to define project scope, objectives, and deliverables, and establish project governance structures. • Develop detailed project plans, timelines, and budgets, and track progress against key milestones and deliverables. • Coordinate and facilitate Agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectives. • Manage the product backlog, prioritize user stories, and ensure that development teams have a clear understanding of project requirements. • Proactively identify and mitigate project risks and issues, and escalate as needed to ensure timely resolution. • Foster a collaborative and high-performing team environment, providing guidance, coaching, and support to Agile teams. • Communicate project status, updates, and key decisions to stakeholders, including senior leadership and external clients. • Drive continuous improvement initiatives, leveraging feedback and lessons learned to optimize project delivery processes. • Stay informed about industry best practices, emerging trends, and new technologies related to Agile project management. Qualifications: • Bachelor's degree in Business Administration, Project Management, Information Technology, or related field. • 5+ years of experience in project management, with a focus on Agile methodologies. • Proven track record of successfully leading and delivering complex projects in a fast-paced, Agile environment. • Strong understanding of Agile principles, values, and frameworks (e.g., Scrum, Kanban, PMBOK). • Excellent leadership, communication, and interpersonal skills, with the ability to influence and inspire teams. • Proficiency in project management tools and software (e.g., ClickUp, Jira, Smartsheet). • PMP, PMI-ACP, or other relevant certifications are desirable but not required. • Experience working with distributed teams across different time zones is a plus. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: • Medical, Dental, and Vision Insurance on the first day of employment • Flexible Spending Account and Dependent Care Account • 401k with Profit Sharing • 9+ holidays and discretionary time off structure • Parental Leave – coverage for both primary and secondary caregivers • Tuition Assistance Program and CPA support program with cash incentive upon completion • Discretionary incentive compensation based on firm, group and individual performance • Incentive compensation related to origination of new client sales • Top rated wellness program • Flexible working environment including remote and hybrid options What’s in it for you: • Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next. • An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. • A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. • Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. • Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. • Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Serve as trusted advisor for clients by providing expert QuickBooks Online support, managing incidents, tracking issues, and driving customer satisfaction and retention. | 1+ year client-facing experience, strong QuickBooks Online knowledge, QuickBooks ProAdvisor certification preferred, accounting/finance background a plus, strong communication and problem-solving skills. | 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 Technology Advisory team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Intuit Client Success Senior Associate to join their dynamic team. Position Responsibilities: • Serve as the trusted advisor for high-value clients, building strong relationships and ensuring their needs are met. • Provide expert phone and chat support for QuickBooks Online, resolving complex issues quickly and effectively. • Own the full incident process-identify, document, and resolve issues in collaboration with internal teams. • Track recurring issues and provide data-driven recommendations to improve the client and product experience. • Proactively check in with clients, gather feedback, and drive retention and satisfaction. • Manage customer-specific initiatives, ensuring timely delivery and successful outcomes. • Monitor and improve key performance metrics tied to customer success, efficiency, and satisfaction. Qualifications: • 1+ year in a client-facing role (SaaS, FinTech, or accounting preferred). • QuickBooks ProAdvisor certification preferred; strong QuickBooks Online knowledge required. • Accounting/finance background a plus. • Strong troubleshooting, problem-solving, and communication skills. • Proven ability to build client relationships and manage multiple priorities. • Dependable, adaptable, and committed to customer success. $85,000 - $110,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on November 8th, 2025 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave - coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What's in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Apply for this job

Manage client scheduling, support tax professionals, assist with onboarding, handle business development and marketing tasks, and coordinate industry group activities including events and reporting. | Bachelor's degree in business or related field, proactive and independent work style, strong organizational and communication skills, experience with Microsoft Office, and familiarity with HubSpot and SharePoint preferred. | 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 Operations team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Technology Industry Coordinator & Executive Assistant to join their dynamic team. Key Responsibilities: Client Management • 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 Key Responsibilities: Business Development Support • 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 Key Responsibilities: National Industry Group Support • 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 Qualifications: • Bachelor's degree in Business Administration, Management, or a related field. • Highly proactive and independent • Strong organizational skills • Background in marketing or sales administration • Experience supporting tax professionals is a plus • Excellent communication and interpersonal skills • Ability to manage multiple tasks and priorities effectively • Strong attention to detail and accuracy • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) • Experience with HubSpot is a plus • Experience in SharePoint is a plus Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave - coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What's in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Apply for this job

Manage client relationships, pursue new business opportunities, conduct product demos, negotiate contracts, and collaborate internally to ensure client satisfaction. | 7+ years of software/technology sales experience, deep knowledge of Intuit products, experience with SaaS platforms, strong sales acumen, and preferably a bachelor's degree. | 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 Technology Advisory team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Account Associate, Intuit to join their dynamic team. Key Responsibilities: • Build and maintain strong relationships with both new and existing clients, serving as their main point of contact. • Prospect, qualify, and pursue new business opportunities to grow revenue and market presence. • Conduct discovery calls, product demos, and solution presentations that address client needs and demonstrate value. • Negotiate contracts, pricing, and terms to close new business and renewals while meeting or exceeding sales targets. • Identify opportunities for upselling and cross-selling within current accounts by understanding client goals and challenges. • Partner with internal teams to ensure smooth onboarding, successful implementation, and ongoing client satisfaction. • Maintain accurate records of sales activity, pipeline status, and account information in CRM systems. • Regularly report on sales performance, forecasts, and key account developments to leadership. • Stay current on industry trends, competitive landscape, and product knowledge to effectively position solutions with clients. • Represent Aprio professionally at client meetings, industry events, and conferences when needed. Qualifications: • 7+ years of software/technology sales and account management • Experience managing territories across multiple states and industries • Working with SaaS clients with multiple locations • Selling SaaS platform solutions with customized agreements • Deep knowledge of Intuit Products • High EQ/IQ and strong business and sales acumen • Experience with Accounting, ERP, or Financial Management Software is a plus • Proven track record in managing a large pipeline through Salesforce • Understanding of Client Management lifecycle • Ability to work within a team of various stakeholders • Bachelor's degree preferred $85,000 - $110,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on November 3, 2025 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave - coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What's in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Apply for this job