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Provide audit support by setting up Caseware binders, importing trial balances, converting financial statements into Caseview, and verifying CCH Workflow and Suralink setups. Maintain Excel/Word files, learn audit software, communicate with the audit team, manage time and organization, and perform additional assigned tasks in a hybrid onsite/remote schedule at Clark or Makati.

Perform cost segregation and fixed asset review studies, research and document related issues, develop industry expertise, manage multiple projects, and help train and mentor staff within the cost segregation practice.

Review day-to-day bookkeeping, reconcile cryptocurrency wallets to on-chain balances, manage fiat and crypto bill processing, review payroll entries, amortization and depreciation, perform month-end reconciliations and adjustments, produce financial reports and cash runway analysis, ensure digital asset accounting compliance, and review team members' work.

Lead and execute multiple audit engagements, communicate with partners, staff and clients, develop business through marketing, coach and develop staff accountants, analyze financial statements, and travel approximately 10–15% of the time.

Provide administrative support to tax partners/managers including client communication, calendar and travel coordination, engagement letter preparation, CRM management, invoicing support, due date tracking, document management, report generation in Excel, and ad-hoc departmental tasks to ensure timely tax operations and client service.

Design, implement, and govern Aprio's ServiceNow CMDB and IT Asset Management practice. Lead discovery, integrations, data reconciliation from SolarWinds, and ITAM (HAM/SAM) lifecycle. Build dashboards, support ITSM processes, ensure data quality, and enable compliance and audits while partnering with IT operations and security.

Prepare and manage R&D tax credit studies, support project managers, conduct technical research and report writing, ensure quality assurance and exam support, and maintain strong client relationships throughout engagements.

Provide tax planning, consulting, and compliance for middle to large clients; collaborate with partners on tax strategies; prepare corporate tax returns; communicate with clients and use tax software; minimal travel.

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The Financial Planning Specialist develops and delivers personalized financial plans for clients, analyzes financial information, and collaborates with partners to ensure compliance and a positive client experience.