Executive Assistant - Tax and Advisory Practice Group Leaders

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 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 executive level support to the National Practice Group Leaders for Tax and Advisory, working independently and proactively managing workloads and project timelines.   
• Oversee complex calendars, including scheduling appointments, coordinating meetings, and preparing agendas and pre-meeting materials. 
• Proactively manage email communications, applying sound judgment to prioritize tasks and keep your leader informed of critical matters. 
• Leverage the organization’s technology stack to maintain records, track projects, manage billing, and monitor reporting. 
• Manage sensitive and confidential business matters with discretion while providing support on special projects. 
• Coordinate travel arrangements, including transportation, lodging, itinerary planning, and managing expense reports.   
• Act as a liaison between the executives and other departments, clients, and external stakeholders.    
• Establish and maintain a rapport with internal clients and vendors.   
• Support event planning and team activities by coordinating schedules, sending invitations, securing venues, arranging catering, and managing travel and accommodations. 
• Work closely with the administrative team throughout the different practices to collaborate on joint initiatives and projects. 
• Responsibilities under the Tax Practice Leader include managing the engagement letter process, completing client setup for new engagements, leveraging CRM tools for lead tracking and reporting (HubSpot experience is a plus), ensuring compliance with tax deadlines and e-filing requirements, and supporting the delivery of tax returns outside the centralized delivery team. 
• Manage special projects assigned by the executives.   
• This is a hybrid role with in-office requirements for 2-3 days a week, flexible on the days.

Qualifications:

• A minimum of five years of executive-level administrative support experience, preferably within a professional services firm.   
• Bachelor's degree from an accredited college/university or equivalent work experience.   
• Proficient with Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Outlook.   
• Ability to work a flexible schedule and overtime as needed. 
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.   
• Strong attention to detail and accuracy.   
• Professional demeanor and strong interpersonal skills.   
• Able to consistently demonstrate high quality work. 
• Proactive and able to anticipate the needs of the executives.   
• Ability to adapt to changing priorities.   
• Ability to work independently and as part of a team.   
• Ability to work in a fast-paced environment.   
• Ability to maintain a high level of professionalism. 

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