Position Responsibilities:
- Create and electronically send engagement and representation letter letters
- Maintain Teams channel, various clients lists, REAC IDs
- Maintain and Update CCH workflows for assignments, dates and various required information
- Create various reports from CCH and SuraLink
- Maintenance of Caseware templates to be used by department
- Client onboarding, Initial set up of Caseware files for clients and routine rollovers
- Download client data from client accounting systems (Yardi/Real Pages)
- Import client trial balances into Caseware and migrate documents from SuraLink to Caseware
- Manage and improve processes and tracking for the teams
- Maintaining and sending audit confirmations (via confirmation.com and email)
- Send audit drafts/finals to clients and related investors and upload files as required by various regulatory bodies
- Perform property tax returns
- Additional responsibilities as assigned
Qualifications:
- Amenable to work day shift (6:30 AM–3:30 PM)
- Bachelor’s degree in any field, preferably business or accountancy-related
- At least 2 years of experience in administrative duties/support roles (e.g., Administrative Assistant/Staff, Executive Assistant, Audit Support)
- Strong computer and technical skills including Microsoft Excel and Word
- Willingness to learn new software skills
- Ability to thrive in a fast-paced environment
- Exceptional verbal and written communication skills
- Excellent planning, organizational, and time management skills
- Working effectively and personably with clients and co-workers
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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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.
