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 calendaring
• Assist with submission and review of engagement letters
• Support business social media management and manage proposals, checking for accuracy and consistency
• Manage prospect interactions and follow-ups
• Utilize HubSpot to manage prospects and leads

Key Responsibilities: National Industry Group Support

• Provide sales and marketing support to the team
• Generate reports and analyze data from HubSpot and Power BI tools
• Maintain and update industry-related documentation, including intranet content in SharePoint
• Create, revise, and design PowerPoint presentations
• Coordinate complex activities, including meetings, networking events, sales activities and conferences, including overseeing logistics for annual internal conference of industry leaders

Qualifications:

• Bachelor's degree in Business Administration, Management, or a related field.
• Highly proactive and independent
• Strong organizational skills
• Background in marketing or sales administration
• Experience supporting tax professionals is a plus
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and priorities effectively
• Strong attention to detail and accuracy
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with HubSpot is a plus
• Experience in SharePoint 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 EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; col