Tax Technology Automation Specialist

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.

We are seeking a motivated Tax Technology Automation Specialist to support Aprio's digital transformation within our tax practice. In this role, you will act as a key connector — bridging the gap between tax professionals, firm leadership, and technology — to identify opportunities, gather requirements, and deliver practical automation and reporting solutions that drive efficiency across the firm.
This is a highly collaborative role that requires strong communication skills, the ability to manage multiple concurrent projects, and a working knowledge of tax firm workflows, time and billing data, and generative AI platforms. You do not need to be a developer — but you do need to be curious, organized, and fluent in the language of both tax and technology.

• 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 losing 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.

• Experience working in or consulting for a public accounting or professional services firm.

• Familiarity with 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., Practice Management, 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.

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.