Job SummaryAprio is seeking a
Tax Technology Automation Specialist to support the firm's digital transformation within the tax practice. In this role, you will serve as a key connector - bridging tax professionals, firm leadership, and technology teams - to identify opportunities, gather requirements, and deliver practical automation and reporting solutions that drive efficiency across the firm. You will bring a working knowledge of tax workflows, time and billing data, and generative AI platforms to shape how the practice works smarter. This is a highly collaborative role for someone who is curious, organized, and fluent in the language of both tax and technology.
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
Key ResponsibilitiesStakeholder 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 QualificationsRequired- 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
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.
