Senior Associate, Tax M&A Operations

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 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 Business Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax M&A Specialist to join their dynamic team.

We are seeking a proactive and detail-oriented Mergers and Acquisitions Senior Associate with a focus on Tax Due Diligence and Integration efforts, joining our Corporate M&A team. This role combines tax and project management expertise while being pivotal in delivering a frictionless, cohesive, and human-centric experience for both prospective and integrating firms.

As an integral member of our team, you will collaborate with a diverse group of professionals across various Aprio departments. Your contributions will significantly enhance the experiences of our new team members and clients, enabling rapid growth and scale for both Aprio and the target firms.

Position Responsibilities:

• Relationship Management: Cultivate strong, trusted relationships with members of integrating firms, serving as a liaison and guide throughout the diligence and integration processes. Your ability to understand and address their unique needs will be crucial.
• Data Insights Oversight: Assist in the collection, evaluation, and dissemination of qualitative and quantitative data insights critical for assessing quality of tax operational compliance. You will ensure that data is accurate and actionable, facilitating informed decision-making.
• Documentation and Action Items: Organize and synthesize meeting notes and documents to develop clear action items and deadlines, ensuring accountability and progress tracking throughout integration efforts.
• Project Tracking and Reporting: Monitor project timelines and deliver regular status reports to stakeholders, maintaining transparency and keeping all parties informed of developments.
• Process Management and Improvement: Be relentless about improvements, identifying opportunities to improve efficiency and effectiveness both within the Tax work and cross functionally.
• Collaboration with Technology Teams: Partner with technology and IT teams to assist with software migration activities, ensuring that systems are aligned with integration goals and that data integrity is maintained.
• Client-Facing Documentation: Execute the setup, testing, and distribution of client-facing documents, ensuring they meet professional standards and are delivered in a timely manner.
• Confidentiality Management: Handle sensitive and confidential business matters with the utmost professionalism and discretion.
• Travel Requirements: Travel to firm sites 2-4 times per month to engage directly with stakeholders and support integration efforts.

Qualifications:

• Experience: A minimum of three (3) years of project management experience, preferably within a professional services firm, with a focus on M&A transactions or tax-related activities.
• Communication Skills: Exceptional communication and interpersonal skills, enabling you to build and nurture relationships at all organizational levels. Your ability to empathize and provide support will be essential.
• Adaptability: A flexible mindset, ability to make progress despite ambiguity; comfortable with changing priorities and responsibilities, ensuring responsiveness to the dynamic needs of the M&A process.
• Time Management: Strong organizational skills with the ability to manage multiple priorities and deadlines effectively. You excel in fast-paced environments.
• Technical Proficiency: Proficient in Microsoft Office Suite applications (Word, Excel, PowerPoint, and Outlook). Advanced ability to organize and analyze data in Microsoft Excel.
• Technology Adoption: A willingness to learn and adopt new technologies to enhance efficiency and streamline processes within the tax department.
• Independent Problem-Solver: Ability to work autonomously and identify opportunities for increased efficiency within M&A processes.
• Training Development: Experience in developing and executing online, in-person, or recorded training sessions is a plus, contributing to the onboarding of new team members.
• Flexibility: Willingness to work a flexible schedule as needed to meet the demands of the M&A integration timeline.

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.