Technology Industry Coordinator & Executive Assistant
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.
Join Aprio's Tax Operations team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Technology Industry Coordinator & Executive Assistant to join their dynamic team.
Key Responsibilities : Client Management
- Support scheduling of internal and external calls related to client needs
- Monitor due date reporting to comply with IRS / Tax authority due dates
- Assist with onboarding of new clients
- Support delivery of documents to clients
- Perform data management and cleanup within various applications
- Coordinate collection of e-signed documents
Key Responsibilities : Business Development Support
Manage complex internal and external calendaringAssist with submission and review of engagement lettersSupport business social media management and manage proposals, checking for accuracy and consistencyManage prospect interactions and follow-upsUtilize HubSpot to manage prospects and leadsKey Responsibilities : National Industry Group Support
Provide sales and marketing support to the teamGenerate reports and analyze data from HubSpot and Power BI toolsMaintain and update industry-related documentation, including intranet content in SharePointCreate, revise, and design PowerPoint presentationsCoordinate complex activities, including meetings, networking events, sales activities and conferences, including overseeing logistics for annual internal conference of industry leadersQualifications :
Bachelor's degree in Business Administration, Management, or a related field.Highly proactive and independentStrong organizational skillsBackground in marketing or sales administrationExperience supporting tax professionals is a plusExcellent communication and interpersonal skillsAbility to manage multiple tasks and priorities effectivelyStrong attention to detail and accuracyProficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Experience with HubSpot is a plusExperience in SharePoint is a plusWhy 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 employmentFlexible Spending Account and Dependent Care Account401k with Profit Sharing9+ holidays and discretionary time off structureParental Leave coverage for both primary and secondary caregiversTuition Assistance Program and CPA support program with cash incentive upon completionDiscretionary incentive compensation based on firm, group and individual performanceIncentive compensation related to origination of new client salesTop rated wellness programFlexible working environment including remote and hybrid optionsWhat'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.