Key Responsibilities: Client Management
- Support scheduling of internal and external calls related to client needs
- Monitor due date reporting to comply with IRS/Tax authority due dates
- Assist with onboarding of new clients
- Support delivery of documents to clients
- Perform data management and cleanup within various applications
- Coordinate collection of e-signed documents
Key Responsibilities: Business Development Support
- Manage complex internal and external calendaring
- Assist with submission and review of engagement letters
- Support business social media management and manage proposals, checking for accuracy and consistency
- Manage prospect interactions and follow-ups
- Utilize HubSpot to manage prospects and leads
Key Responsibilities: National Industry Group Support
- Provide sales and marketing support to the team
- Generate reports and analyze data from HubSpot and Power BI tools
- Maintain and update industry-related documentation, including intranet content in SharePoint
- Create, revise, and design PowerPoint presentations
- Coordinate complex activities, including meetings, networking events, sales activities and conferences, including overseeing logistics for annual internal conference of industry leaders
Qualifications:
- Bachelor's degree in Business Administration, Management, or a related field.
- Highly proactive and independent
- Strong organizational skills
- Background in marketing or sales administration
- Experience supporting tax professionals is a plus
- Excellent communication and interpersonal skills
- Ability to manage multiple tasks and priorities effectively
- Strong attention to detail and accuracy
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Experience with HubSpot is a plus
- Experience in SharePoint is a plus
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.







