The Role
Perform invoice-level reviews and data analysis to identify sales and use tax overpayments, develop defensible refund claims, interact with clients, retrieve supporting documentation, track claim lifecycles, and contribute to process improvements and tooling.
Summary Generated by Built In
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 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 team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team.
Responsibilities:
- Analyze large volumes of purchase transactions (AP data, fixed assets, invoices, etc.) to identify potential overpayments
- Perform detailed invoice-level review, including vendor charges, tax calculations, and product/service taxability
- Evaluate common overpayment drivers, including: Misapplied exemptions, Incorrect tax rates, Vendor errors
- Use tax errors and accrual issues
- Develop and document defensible refund positions supported by statutory/regulatory guidance
- Review client financial data (GL, AP, tax returns, contracts) to identify overpayment trends and root causes
- Develop an understanding of client operations (especially manufacturing environments) to identify exemption opportunities beyond surface-level transaction testing
- Identify process gaps that drive recurring overpayments
- Data & Invoice Retrieval
- Work with client systems and third-party invoice imaging / document management platforms to locate, extract, and download supporting invoices and documentation
- Coordinate with client teams to obtain missing documentation and ensure completeness of invoice populations
- Perform targeted invoice pulls to support sample testing, claim packages, and audit-defensible documentation
- Travel up to ~10% to client locations, as needed, to review and retrieve invoices on-site where electronic access is limited
- Prepare detailed refund schedules with invoice-level support and clear technical justification
- Assist in drafting refund claims submitted to state tax authorities or vendors
- Support responses to state inquiries, notices, and follow-up requests
- Track claims through the recovery lifecycle (submission → review → resolution)
- Communicate findings, methodologies, and recommendations to clients in a clear, defensible manner
- Support client meetings by explaining positions, assumptions, and recovery strategy
- Maintain Aprio’s “hands-off” delivery model by minimizing client burden while ensuring data accuracy
- Act as a trusted advisor by proactively identifying risks and opportunities clients may not be aware of
- Identify opportunities to improve client processes and reduce future overpayments
- Contribute to development of internal tools, methodologies, and automation (e.g., invoice extraction, AI tools)
- Assist with business development efforts by supporting opportunity identification and proposal development
Overpayment Review Execution:
Data Analysis & Process Understanding:
Refund Claim Development & Support:
Client Interaction & Delivery:
Continuous Improvement & Value Creation:
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field
- 2–5 years experience in: State and local tax (SALT), OR Audit, data analytics, or transaction-based consulting
- Strong understanding of sales and use tax concepts, including exemptions and taxability
- Experience working with large datasets (Excel, data extracts, or similar tools)
- Prior sales and use tax experience is preferred but not required
- Experience with manufacturing or multi-state operations
- Exposure to indirect tax consulting or refund claims
- CPA, JD, or IPT certification (or in progress)
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.
Skills Required
- Bachelor's degree in Accounting, Finance, or related field
- 2-5 years experience in State and Local Tax (SALT) or audit, data analytics, or transaction-based consulting
- Strong understanding of sales and use tax concepts, including exemptions and taxability
- Experience working with large datasets (Excel, data extracts, or similar tools)
- Prior sales and use tax experience
- Experience with manufacturing or multi-state operations
- Exposure to indirect tax consulting or refund claims
- CPA, JD, or IPT certification (or in progress)
- Experience with invoice imaging/document management platforms and invoice retrieval
- Willingness to travel up to ~10% to client locations
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.
-
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.
-
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.
-
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.
Aprio Insights
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
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.
.png)
