Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 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.
We are seeking a motivated Tax Technology Automation Specialist to support Aprio’s digital transformation within our tax practice. In this role, you will act as a key connector — bridging the gap between tax professionals, firm leadership, and technology — to identify opportunities, gather requirements, and deliver practical automation and reporting solutions that drive efficiency across the firm.
This is a highly collaborative role that requires strong communication skills, the ability to manage multiple concurrent projects, and a working knowledge of tax firm workflows, time and billing data, and generative AI platforms. You do not need to be a developer — but you do need to be curious, organized, and fluent in the language of both tax and technology.
Responsibilities:
Stakeholder Engagement & Requirements Gathering
- Proactively engage with partners, directors, managers, and staff across the tax practice to understand business processes, pain points, and technology needs.
- Serve as a trusted liaison between tax operations, IT, and development teams — translating business requirements into actionable project briefs.
- Conduct structured interviews and working sessions with stakeholders at all levels to document current-state workflows and surface improvement opportunities.
- Build and maintain strong working relationships with both technical and non-technical audiences, adapting communication style to the audience.
Project Ownership & Management
- Own multiple concurrent projects end-to-end — from initial scoping through implementation, training, and adoption — without losing momentum across any of them.
- Develop and manage project charters, timelines, and status updates for assigned initiatives; communicate progress clearly to stakeholders and leadership.
- Serve in a project coordinator/manager capacity for key departmental initiatives, ensuring milestones are met and blockers are escalated promptly.
- Drive organizational change and adoption by developing communication strategies and delivering effective training and socialization programs.
Generative AI & Automation Tooling
- Leverage generative AI platforms — including Microsoft Copilot, Claude (Anthropic), and similar tools — to accelerate analysis, automate reporting, and build internal resources.
- Use AI tools to generate workflow documentation, summarize stakeholder requirements, draft communications, and produce reports from tax and billing data.
- Stay current on emerging generative AI capabilities relevant to accounting and tax, and bring forward practical recommendations for adoption.
- Support the evaluation and piloting of new AI-powered platforms and workflow automation tools within the tax practice.
- Leverage existing automation and integration tools to execute on projects — for example, using purpose-built utilities to import and process spreadsheets that update data across time and billing, workflow, and tax software platforms — reducing manual effort and improving data consistency across systems.
Tax Workflow & Data Understanding
- Develop a working understanding of the firm’s tax return lifecycle — including preparation, review, delivery, and e-file workflows — to identify process improvement opportunities.
- Develop a working understanding of specialty tax practice areas — including State and Local Tax (SALT), Research & Development (R&D) credits — to identify workflow nuances, data requirements, and process improvement opportunities unique to each practice.
- Gain familiarity with the firm’s time and billing data, workflow systems, and tax software environments in order to contextualize reporting needs.
- Work with stakeholders to define reporting requirements; use available tools — including AI platforms and Excel — to generate clear, actionable reports without needing to write code.
- Understand data flows between tax software systems and internal platforms to identify automation opportunities and integration points.
Technology Evaluation & Continuous Improvement
- Stay abreast of current and upcoming technology offerings in the tax and accounting industry, assessing their potential value for the firm.
- Contribute to the development of test procedures to evaluate new software; gather feedback from users and synthesize findings into recommendations.
- Foster a continuous improvement mindset across the teams you work with, helping staff adopt new tools and processes confidently.
- Monitor adherence to departmental policies, procedures, and guidelines related to technology use and project delivery.
Qualifications:
2-4 years of experience in a technology, operations, consulting, or accounting firm environment.
Demonstrated ability to manage multiple projects simultaneously, balancing competing priorities without losing quality or stakeholder trust.
Strong interpersonal and communication skills; comfortable presenting to and facilitating discussions with partners, directors, and senior leadership.
Experience gathering, documenting, and translating business requirements into technology or process solutions.
Familiarity with tax software used in public accounting (e.g., CCH Axcess Tax, GoSystem, UltraTax CS, Lacerte, Practice Engine, SafeSend, or similar).
Working knowledge of a firm’s time and billing data, tax workflow, and client lifecycle.
Hands-on experience using generative AI platforms (e.g., Microsoft Copilot, Claude, ChatGPT) in a professional context.
Proficiency in Microsoft Excel for data organization and reporting.
Understanding of Project Management fundamentals and experience producing project methodology artifacts (charters, timelines, status updates).
Keen attention to detail and strong analytical problem-solving skills.
Experience working in or consulting for a public accounting or professional services firm.
Familiarity with Office 365 ecosystem, including SharePoint, Teams, and OneDrive.
Exposure to Microsoft Power Platform (Power BI, Power Automate).
Experience working with workflow or practice management tools (e.g., Practice Management, HubSync, Suralink, Aiwyn, TaxCaddy).
Basic understanding of APIs and how data moves between systems — no coding required, but conceptual familiarity is a plus.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
