Tax M&A Migration Coordinator

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 Business Operations team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a Tax M&A Migration Coordinator to join their dynamic team.

Position Responsibilities:

• Execute and perform tax data migrations to ensure accurate and timely transfer of information. 
• Continually enhance data migration processes, workflows, and tools to increase efficiency while minimizing costs. 
• Identify and implement new technologies to streamline data migration operations and improve client service delivery. 
• Implement monitoring systems for data migration milestones. 
• Lead tax practice data migration project activities from start to support, including discovery, execution and support. 
• Ensure seamless transitions and successful integrations. 
• Work with cross-functional departments to ensure consistency and excellence. 

Qualifications:

• The ideal candidate should have at least 3 years of relevant experience in a tax role within a medium or large tax/accounting environment, with at least 2 years in a business analysis or tax technology position 
• Experience with specific software tools like CCH Axcess Tax, CCH ProSystem fx, UltraTax CS, Lacerte Tax, CCH Workflow (XCM), CCH Workstream, GoFileRoom / FirmFlow, Practice Management Projects module, CCH Fixed Assets, Fixed Assets CS, BNA Income Tax Planner.  
• Experience with specific software tools like Excel, Python, MS Power Automate, Power BI, and SQL is a plus. 
• Experience with system administration, data management, and reporting tools. 
• Comprehensive understanding of data migration activities, software, and technology tools of a Tax practice. 
• Strong communication, and problem-solving abilities. 

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.