The Role
Provides high-level administrative support to the Valuation and Investigations Team, including partner scheduling, proposals, engagement letters, billing, invoicing, reporting, client setup, pipeline meetings, travel coordination, and events. The role requires strong organization, communication, multitasking, proofreading, problem-solving, and project coordination skills while supporting multiple partners in a fast-paced environment.
Summary Generated by Built In
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.
This position provides high level administrative support for the Valuation and Investigations Team. We are looking for an experienced individual who is efficient and comfortable being a member of the team. This role will be vitally important to the success of day-to-day operations and organization of the department. The ability to multi-task, while maintaining complex schedules is essential in this position. The ideal candidate is resourceful, an excellent problem solver and very organized. Assuring completion of projects and assignments in a timely manner is key to success in this position. Independent judgment is required to plan, prioritize and organize the diversified workload.
Position Responsibilities:
- Multiple partner support
- Preparation of proposals, engagement letters, new client setup, and presentations
- Execution of day-to-day billing, monthly statements, credits, adjustments, expense report preparation and reconciling
- Report generation
- Maintain partner's schedule by planning and scheduling meetings, conferences, teleconferences, and travel
- Welcome clients and guests by greeting them, in person or on the telephone
- Management of partner prospects and leads
- Assist with set-up of monthly firm-wide pipeline meetings and reporting
- Arrange team meetings and events, as needed
Qualifications:
- Amenable to work Night-shift (8:00 PM – 5:00 AM PHT)
- Work Set-up: Hybrid – Initial 2 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week.
- High school diploma or general education degree (GED)
- Preferred Associates/Bachelor's degree
- Minimum of five (5) years related experience in a management support role
- Experience with multifaceted routine bill preparation and invoicing
- Proficiency in MS Office with expertise in Outlook, Word, PowerPoint and Excel is essential
- Able to work additional hours occasionally
- Ability to analyze and revise operating practices to improve efficiency
- Detail oriented and comfortable working in a fast-paced and time sensitive office environment
- Proficiency in multi-tasking and prioritizing using strong problem-solving skills and the ability to self-direct
- Aptitude for working with a diverse group of partners
- Exceptional written and verbal communication skills are necessary
- Superior organization skills and dedication to completing projects in a timely manner
- Acts as the ambassador of the department
- Ability to work independently and act as a project manager on special projects \
- Proofreads for spelling, grammar and formatting, making appropriate changes. Responsible for accuracy and clarity
- Ability to learn quickly and become proficient with Aprio’s applications
Perks/Benefits we offer for full-time team members:
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
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.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
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.
Skills Required
- High school diploma or GED
- Associate's or bachelor's degree
- At least five years of related management support experience
- Experience preparing bills and invoices
- Proficiency with Microsoft Office, including Outlook, Word, PowerPoint, and Excel
- Ability to work the night shift from 8:00 PM to 5:00 AM PHT
- Ability to work onsite for the first two months, followed by a hybrid schedule
- Ability to work additional hours occasionally
- Strong analytical, problem-solving, multitasking, prioritization, and self-direction skills
- Exceptional written and verbal communication skills
- Superior organizational skills and ability to complete projects on time
- Ability to work independently and manage special projects
- Strong proofreading skills with attention to spelling, grammar, formatting, accuracy, and clarity
- Ability to work effectively with a diverse group of partners
- Ability to learn and become proficient with company applications
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
