Senior Administrator - Tax Operations

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.

Position Responsibilities:

• Provide training to new administrative team members and ongoing training for existing team members.
• Participate in the Aprio "Buddy" Program to support new hires and facilitate their integration into the team.
• Actively participate in or lead new process or technology initiatives to improve departmental efficiency.
• Engage in focus group discussions and pilots to provide feedback and contribute to the development of new practices.
• Consistently identify opportunities to enhance efficiency for partners, team members, and administrative staff through process improvement, technology solutions, or learning new tasks.
• Demonstrate superior administrative technical skills and serve as an administrative SME for many of our tax applications.
• Live by and embody key Aprio fundamentals such as One Aprio, Work Smart, Embrace Change, provide a great client and team member experience, and Be Relentless About Improvement.
• 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:

• Bachelor's degree in Business Administration, Management, or a related field (preferred).
• Previous experience in a similar role within the financial, legal, or professional services industry (preferred).
• Familiarity with tax-related processes and procedures (preferred).
• Advanced proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis (preferred).
• Experience leading or participating in process improvement initiatives (preferred).
• Certification in office management or related field (preferred).
• Demonstrated ability to take initiative, problem-solve, and drive projects to completion (preferred).
• Proven ability to work collaboratively in a team environment (preferred).
• Previous experience in training or mentoring junior team members (preferred).
• High school diploma or equivalent
• Proven experience (5+ years) in an administrative role, preferably in a fast-paced environment.
• Proficiency 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 dynamic environment.

Why work for Aprio:

Perks/Benefits we offer for full-time team members:

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Medical, Dental, and Vision Insurance on the first day of employment

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Flexible Spending Account and Dependent Care Account

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Parental Leave – coverage for both primary and secondary caregivers

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Tuition Assistance Program and CPA support program with cash incentive upon completion

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Discretionary incentive compensation based on firm, group and individual performance

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Incentive compensation related to origination of new client sales

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Top rated wellness program

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Flexible working environment including remote and hybrid options

What’s in it for you:

- 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.

EQUAL OPPORTUNITY EMPLOYER