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.

Aprio is seeking a Tax Technology Automation Specialist to support the firm's digital transformation within the tax practice. In this role, you will serve as a key connector — bridging tax professionals, firm leadership, and technology teams — to identify opportunities, gather requirements, and deliver practical automation and reporting solutions that drive efficiency across the firm. You will bring a working knowledge of tax workflows, time and billing data, and generative AI platforms to shape how the practice works smarter. This is a highly collaborative role for someone who is curious, organized, and fluent in the language of both tax and technology.

Proactively engage with partners, directors, managers, and staff across the tax practice to understand business processes, pain points, and technology needs

Serve as a trusted liaison between tax operations, IT, and development teams — translating business requirements into actionable project briefs

Conduct structured interviews and working sessions with stakeholders at all levels to document current-state workflows and surface improvement opportunities

Build and maintain strong working relationships with both technical and non-technical audiences, adapting communication style to the audience

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 compromising 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

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.

 

 

- 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

 

- 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.

 

 

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.