The Role
Provide administrative and operational support for tax operations: schedule and organize activities, prepare and e-file tax returns and extensions, manage correspondence and client setup, coordinate workflow and due dates, generate reports (Excel), handle confidential files, assist reception, and support partners and special projects.
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 Operations team and you will help clients maximize their opportunities. Aprio LLC is a progressive, fast-growing firm looking for a Tax Administrator to join their dynamic team.
This position is based full-time in our Phoenix office, with on-site attendance required Monday through Friday.
Responsibilities:
- Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department.
- Deliver tax returns, extensions and estimates in both electronic and paper format
- Preparation of zero extensions in tax software
- e-Filing of tax returns
- Coordination of receipt of signed e-File authorizations
- Preparing and proofreading correspondence to include client engagement letters and response letters to the IRS and various tax authorities
- Possess a general understanding of invoicing and reporting in a professional services environment
- Preparation of expense reports
- Handling confidential correspondence and files and new client set up
- Coordinating and managing workflow with the team
- Managing due date reporting for meeting IRS/Tax authorities deadline
- Management of partner prospects and leads
- Reporting in various programs
- Creation of reports in Microsoft Excel with the ability to format, create intermediate formulas, charts, and graphs
- Support with processing of certified mail
- Assist in front desk/receptionist rotation
Qualifications:
- 5+ years Administrative Experience; experience in a Tax Practice is a plus
- Intermediate to Advanced Excel. More importantly, the ability to be resourceful in learning Excel features and formulas
- Intermediate to Advanced Power Point and Word
- Technology Savvy
- Great interpersonal skills
- Skilled at managing upwards
Skillset:
- 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 important external clients as well as internal associates at all levels of the organization
- Exceptional written and verbal communication skills are necessary
- Superior organization skills and dedication to completing projects in a timely manner
- Organizes and prioritizes large volumes of information and calls
- Acts as the ambassador of the department
- Ability to work independently and acts as project manager on special projects
- Proofreads for spelling, grammar and formatting, making appropriate changes. Responsible for accuracy and clarity of final copy
- Ability to learn quickly and become proficient with Aprio's Windows based applications
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
- 5+ years administrative experience
- Experience in a tax practice
- Intermediate to advanced Microsoft Excel (formulas, charts, reports)
- Intermediate to advanced Microsoft PowerPoint and Word
- Technology savvy and ability to learn Windows-based applications
- Great interpersonal and written/verbal communication skills
- Skilled at managing upwards and coordinating workflow
- Detail oriented and comfortable in fast-paced, time-sensitive environment
- Ability to multi-task, prioritize, self-direct, and problem-solve
- Superior organization skills and ability to complete projects timely
- Ability to analyze and revise operating practices to improve efficiency
- Proofreading for spelling, grammar, and formatting accuracy
- Ability to act independently and manage special projects
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.
