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Perform accounts payable and bookkeeping tasks for nonprofit clients: verify deposits, enter and code invoices, reconcile banks, manage vendor records in Sage Intacct, record credit card transactions, assist with 1099s, process credit card payments, support projects and vendor communications.

Provide executive and client support to multiple partners and directors: coordinate meetings and events, manage engagement letters and client setups, assist tax and compliance tasks, generate reports and maintain records, use HubSpot and Microsoft Office, and lead process improvements and ad-hoc projects.

Support planning, execution, and logistics for virtual events and talent programs: build/moderate sessions, manage registrations and apps, handle AV/testing, coordinate communications, track projects, provide CRM Level 2 support, ensure compliance with branding/NASBA, and produce post-event reporting and analytics.

Manage inbound lead flow, qualify opportunities, draft pricing proposals, and run targeted outbound campaigns for SOC/ISO and CMMC practices. Use HubSpot and Outreach to track pipeline, collaborate with advisors and marketing, perform market research, and report campaign results to the Business Development Manager.

The Senior Tax Manager will lead tax services, develop business strategies, manage client relationships, and mentor staff while staying updated on tax laws.

The Partner at Aprio leads client engagements, mentors talent, drives business growth, and ensures exceptional client service and operational effectiveness.

The Tax Partner, M&A leads client engagements, expands the firm's market presence, mentors talent, and contributes to strategic direction, ensuring high-quality service delivery and operational effectiveness.

As a Wealth Advisor, you will advise clients on building, preserving, and managing their wealth through contextual financial planning, investment management, and risk management. You will manage client relationships and drive new client acquisition while collaborating with internal tax advisors.

Lead interim CFO engagements for nonprofit clients: oversee financial reporting, cash flow, budgeting, audit support, staffing assessments, board reporting, investment policy guidance, mentor finance directors, and manage client priorities and project delivery.

Lead go-to-market and demand-generation for Aprio's Risk Attest and Advisory Services (RaaS). Develop multi-channel campaigns (PPC, events, partner marketing), build pipeline and revenue, manage campaign assets, track funnel metrics in HubSpot, coordinate cross-functional teams, and drive partner and media outreach targeting CISOs and senior IT decision makers.