Tax Technology Automation Specialist

About the role

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.

Job Summary

What You'll Gain/ Impact

• Opportunity to drive meaningful digital transformation at a high-growth national accounting firm
• Exposure to cutting-edge generative AI tools and automation platforms in a professional services environment
• Ability to shape how tax professionals work by directly bridging technology and operations
• Hands-on involvement in end-to-end project ownership across a dynamic, collaborative tax practice
• Growth within a firm that values innovation, continuous improvement, and entrepreneurial thinking

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
• 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, 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) and Research & Development (R&D) credits - to identify workflow nuances, data requirements, and improvement opportunities unique to each practice
• Gain familiarity with the firm's time and billing data, workflow systems, and tax software environments 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 actionable 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

Candidate Qualifications

Required

• 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 compromising 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

Preferred

• Experience working in or consulting for a public accounting or professional services firm
• Familiarity with the 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., HubSync, Suralink, Aiwyn, TaxCaddy)
• Basic understanding of APIs and how data moves between systems - no coding required, but conceptual familiarity is a plus

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.