Aprio

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 Managed Services team and help our practice group run efficiently and maximize its opportunities. Aprio is a progressive, fast-growing firm looking for a Practice Operations Associate to join their dynamic team.

Position Responsibilities:

• Accounts Receivable (AR) and Billing:
• Handling AR monthly tasks, contacting clients, sending invoices/statements, ACH authorization forms, recurring invoices, and correspondence with clients on invoices.
• Managing time and material billings for outsourced accounting, processing and maintaining recurring invoicing for monthly clients, invoicing one-time projects, and credit memo adjustments.
• Client and User Management:
• Editing contact information for new and existing clients, onboarding new jobs for new and existing clients, and updating ACH and Non-ACH information.
• Offboarding user access via support system, managing user access tickets for various applications, and coordinating the transfer to clients on software during offboarding.
• Financial Operations:
• Maintaining the cost tech monthly invoice data, processing ACH, creation and maintenance, and handling refunds.
• Managing PE updates on job owners and billing.
• Admin for app access and managing credit card receipt collection and coding.

Qualifications:

• Associate degree in accounting, finance, business administration, information technology, or related field (preferred)
• 1-2 years in accounts receivable, billing, client services, user management, financial operations, or related roles
• Proficiency in financial software (e.g., QuickBooks, ERP systems)
• Proficiency in accounting tools (e.g., Microsoft Excel)
• Familiarity with support systems (e.g., Zendesk)
• Experience with ACH processing tools and spreadsheet management
• Accuracy in invoicing, credit memo adjustments, maintaining records, editing contact information, and updating ACH information
• Excellent verbal and written communication for client correspondence, managing user access tickets, and coordinating with internal teams
• Ability to manage multiple tasks, prioritize effectively, and handle AR monthly tasks, recurring invoices, PE updates, and admin tasks
• Available EST business hours

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.