Manager, Tax Technology Automation

Posted 3 Days Ago
Be an Early Applicant
15 Locations
Hybrid
140K-180K Annually
Senior level
Professional Services
The Role
The Manager, Tax Technology Automation leads the implementation of technology improvements, manages projects, analyzes new systems, and drives organizational change within the tax practice.
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.

Join Aprio's Information Technology team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a Manager, Tax Technology Automation  to join their dynamic team.

Position Responsibilities:

  • Work with all levels of the organization to introduce and implement changes in business processes and application practices affecting clients, to include proposing system-related business processes and technologies 
  • Performs planning and analysis of new, enhanced, improved or revised existing, information systems or related technologies, strategies, standards, policy and procedures, continuous improvement, and budget for assigned projects. 
  • Stays abreast of current and upcoming technology and software offerings in the industry, understanding their abilities while assessing their potential value and application in the tax practice, with a focus on creating efficiencies and increasing automation. 
  • Continuous communication with tax practice leadership on new technologies and concepts while providing recommendations for software testing 
  • Develop and manage a charter and timeline for testing, evaluating, and implementation of new technology 
  • Serve in project manager role for key departmental initiatives 
  • Analyzes audiences and develops effective communication strategies and drive the organizational change / ensure adoption 
  • Own the end-to-end process change and oversee / deliver socialization and training 
  • Work with teams to drive continuous improvement mindset. 
  • Monitors compliance with policy, procedures and guidelines of the Department 
  • Develop test procedures to ensure existing system software and modifications meet user specifications. 
  • Apply system analysis techniques and procedures including interviewing various resources to gather required information, analyzing and documenting requirements. 
  • Support development of software or system functional specifications that allow for the successful development/configuration of select Automation software solutions. 
  • Will work in the evaluation of new technologies and platforms 
  • Be the departmental contact person for internal DevOps team, IT and tool vendors 
  • Use data analysis techniques to gain insights from various sources 
  • Be a trusted automation and tooling advisor for DevOps initiatives by providing objective, practical and relevant ideas, insights and advice. 

Qualifications:

  • 5+ years of related experience 
  • Familiarity with Tax Software required. (Practice Engine, CCH Axcess Tax, GoSystem Tax, UltraTax CS, Lacerte Tax, Caseware, CCH Engagement, Workpapers CS) 
  • Keen attention to detail, Problem Solving and strong Analytical Skills 
  • 2 years of experience with documenting processes and practices, often in accepted project methodology artifacts, while effectively prioritizing multiple tasks, priorities, projects, and deadlines 
  • Understanding of Project Management fundamentals 
  • Expert Knowledge of Excel 
  • Mid-level knowledge and experience around database principles and computer science fundamentals 
  • Understanding of APIs (Application Programming Interface) 

Preferred Skills

  • Consulting experience 
  • Strong customer service orientation 
  • Experience with working within Office 365 and SharePoint 
  • Knowledge of Microsoft Power Platform including Power BI and Power Automate 
  • Knowledge of DAX and SSIS 
  • Knowledge and / or basic development experience in any of the following technologies: Python, Visual Basic, Java, Objective C, C , .NET 

The application window is anticipated to close on November 25th 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.

Top Skills

.Net
C
Caseware
Cch Axcess Tax
Cch Engagement
Excel
Gosystem Tax
Java
Lacerte Tax
Microsoft Power Platform
Objective-C
Office 365
Power Automate
Power BI
Practice Engine
Python
Sharepoint
Ultratax Cs
Visual Basic
Workpapers Cs
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The Company
HQ: Atlanta, Georgia
1,856 Employees
Year Founded: 1952

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.

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