Administrative Assistant - Tax

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 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's Tax Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Administrative Assistant to join their dynamic team.

The Administrative Assistant will provide comprehensive administrative support to multiple partners/managers and staff within the department. The role requires exceptional organizational skills, attention to detail, and the ability to manage various tasks simultaneously. The successful candidate will excel in client communication, calendar management, document preparation, and team coordination.

Position Responsibilities:

• Develop and maintain strong rapport with clients, providing exceptional service and support
• Correspond with clients through written and verbal communication and greet clients in person as needed
• Prepare, edit, and track engagement letters accurately and efficiently
• Manage calendar appointments and coordinate meetings for multiple partners
• Schedule and organize complex activities such as meetings, travel arrangements, conferences, and departmental events
• Create, revise, and design PowerPoint presentations for various purposes
• Utilize CRM tool (HubSpot) to manage prospects and leads efficiently
• Complete client setup forms for new clients and engagements
• Handle confidential correspondence and files with discretion
• Prepare expense reports and assist with invoicing and accounts receivable support
• Proofread and prepare correspondence including client engagement letters and response letters to IRS and various tax authorities
• Act as a change agent for implementing new processes within the department and guide team members accordingly
• Manage due date reporting to meet IRS/Tax authority deadlines
• Conduct data management and cleanup of projects in applications
• Coordinate receipt of signed e-File authorizations and follow up on missing forms required for e-filing
• Assist in the delivery of tax returns not handled by the centralized delivery team
• Generate reports using various programs and create reports in Microsoft Excel with intermediate formulas, charts, and graphs
• Support with processing certified mail and coordinate catering for team meetings and events
• Occasionally assist in front desk/receptionist rotation
• Scan client documents and consolidate filing
• Participate in standby national pool support as needed
• Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

Qualifications:

• Preferred Qualifications include:

• Previous experience in a similar role within the financial, legal, or professional services industry

• Familiarity with tax-related processes and procedures

• High school diploma or equivalent; additional certification in office management is a plus

• Proven experience as an administrative assistant or relevant administrative role

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

• Familiarity with CRM tools, preferably HubSpot

• Strong interpersonal and communication skills, both written and verbal

• Exceptional organizational and time-management skills

• Ability to multitask and prioritize tasks effectively

• Discretion and confidentiality when handling sensitive information

• Detail-oriented with a commitment to accuracy

• Ability to adapt to changing priorities and work in a fast-paced environment

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.