Senior Tax Administrator

Senior Tax Administrator

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Administrator to join their dynamic team.

The Senior Tax Administrator will provide comprehensive administrative support to multiple partners, directors and staff within the department. The role requires exceptional organizational skills, attention to detail, and the ability to manage various tasks simultaneously. The successful candidate will excel in client communication, calendar management, document preparation, and team coordination.

Responsibilities:

• Provide high-level executive support to multiple partners and directors; work independently, proactively manage workloads, and track project timelines
• Own complex calendar management and meeting logistics: schedule/coordinate internal and external meetings, prepare agendas and pre-meeting materials, send invitations, and reserve rooms/virtual links
• Coordinate domestic and international travel and related logistics (transportation, lodging, itineraries) and prepare/submit expense reports
• Plan and coordinate team meetings, conferences, and departmental events (virtual and in-person), including invitations, space reservations, catering/food service, hotel accommodations, and ground transportation
• Handle sensitive and confidential business matters with discretion; support special projects and process improvements as assigned
• Collaborate closely with other administrative assistants to coordinate coverage and complete shared projects

• Serve as a primary liaison between executives, internal teams, clients, and external stakeholders; build and maintain strong client/vendor relationships and deliver exceptional service
• Prepare, edit, and track engagement letters with accuracy and attention to detail
• Complete client setup forms for new clients and engagements
• Utilize CRM tool (HubSpot) to manage prospects and leads efficiently

• Proofread and prepare client and agency correspondence, including response letters to the IRS and other tax authorities
• Maintain due-date tracking and reporting to ensure timely responses and filings with the IRS and other tax authorities
• Coordinate receipt of signed e-file authorizations and follow up to obtain missing forms required for e-filing
• Support tax return delivery when not handled by the centralized delivery team

• Create, revise, and design PowerPoint presentations for various purposes
• Generate and analyze reports using various programs; build Excel reports using intermediate formulas, charts, and graphs
• Perform data management, maintenance, and cleanup across department applications and trackers
• Scan, organize, and file client documents; consolidate records to maintain orderly digital and physical files

• Act as a change agent for implementing new processes within the department and guide team members accordingly
• Assist with Conyers office administrative functions/events/office coverage
• Perform additional duties and ad-hoc tasks as assigned to support team and executive objectives

Qualifications:

• High school diploma or equivalent; additional certification in office management is a plus
• Proven experience as an administrative assistant or relevant administrative role (required)
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required)
• Previous experience in a similar role within the financial, legal, or professional services industry (preferred)
• Familiarity with tax-related processes and procedures (preferred)
• Familiarity with CRM tools, preferably HubSpot (preferred)
• Familiarity with CCH Axcess, CaseWare, and CCH Workflow (preferred)
• Strong interpersonal and communication skills, both written and verbal
• Discretion and confidentiality when handling sensitive information
• Detail-oriented with a commitment to accuracy
• Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines
• Ability to multitask and prioritize tasks effectively
• 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 always maintain a high level of professionalism
• Consistently demonstrates high-quality work and strong working relationships
• Ability to work a flexible schedule and overtime as needed

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.