The Role
The Wealth Services Group Administrator provides administrative support to a wealth management team, coordinating client meetings, managing schedules, and processing financial documents.
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'sWealth Management Team, and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Operations Administrator to join their dynamic team.
As a Tax Operations Administrator, you are responsible for providing comprehensive administrative and tax operations support to the 1040 Wealth Management team. This role involves coordinating deliverables, managing complex tax processes, cross-departmental collaboration, and ensuring the efficient operation of the team. The position requires strong organizational, communication, and problem-solving skills and an understanding of financial services and client needs.
The ideal candidate is resourceful, an excellent problem solver, and a team player. You are detail-oriented with proven organizational skills, able to manage time efficiently and prioritize tasks. You have proven written and verbal communication skills. You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes.
Position Responsibilities:
- Draft and manage engagement letters for 1040 Wealth Management services, ensuring compliance and accuracy.
- Support the intake and organization of client tax documents using approved digital platforms, ensuring accurate logging and secure internal storage.
- Respond to client requests for previously filed tax returns or other documents, ensuring secure delivery.
- Assist in submitting administrative tax correspondence (e.g., faxing forms or letters) to the IRS or state authorities as directed by tax professionals.
Qualifications:
- Bachelor’s degree in Business, Finance, Economics, or a related field (preferred but not required).
- 3+ years of Tax administration required.
- RIA administration experience preferred.
- Prior experience in administrative or coordinator roles in a financial, banking, or wealth management environment (preferred).
- Familiarity with financial documents, investment products, and compliance regulations.
- Excellent organizational and time management skills with the ability to multitask effectively.
- Strong verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to handle confidential information with integrity and discretion.
- Strong attention to detail and problem-solving abilities.
- Ability to work both independently and as part of a team.
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
Emoney
Financial Planning Tools
Microsoft Office Suite
Orion
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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.
