What are the responsibilities and job description for the Director, Outsourced Accounting position at Aprio?
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 Managed Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Director, Managed Services & Technology Practice to join their dynamic team.
You will be entrusted with the responsibility of overseeing monthly reporting for a diverse portfolio of clients. Going beyond routine oversight, this role entails providing proactive strategic advice to enhance our clients' financial and operational performance.
You will play an influential role in supervising and elevating a team of skilled professionals, offering expert guidance and mentorship to foster their growth and development.
The ideal applicant should possess a robust background in accounting or finance with strong experience in the technology industry, demonstrate exceptional leadership skills, and exhibit a proven track record of executing strategic advisement. An aptitude for effective communication, both written and verbal, is paramount for success in this position, as is the ability to nurture client relationships and drive continuous improvement.
Position Responsibilities:
- Oversee a portfolio of technology-focused clients, ensuring exceptional client service and satisfaction.
- Collaborate with and coordinate team members to ensure accurate and timely completion of weekly accounting tasks, month-end reconciliations, and financial reporting.
- Review and finalize month-end and year-end financials, ensuring compliance with relevant accounting standards and client expectations.
- Provide proactive, strategic advice to clients on financial planning, budgeting, and forecasting to support their business goals.
- Serve as a subject matter expert for complex accounting matters, offering guidance to both clients and team members.
- Supervise, mentor, and develop team members, fostering a culture of continuous learning, collaboration, and professional growth.
- Drive process improvements and efficiencies within the team’s workflows to enhance service delivery and scalability.
- Ensure adherence to internal controls and best practices to maintain the integrity and accuracy of client financial records.
- Collaborate with internal and external stakeholders, including auditors, tax advisors, and other service providers, to meet client needs.
- Stay informed of emerging trends and regulatory changes in accounting and technology industries, applying them to client solutions and team operations.
Qualifications:
- CPA required
- 7 year's experience in an outsourced accounting environment with extensive experience working with technology clients
- Recent work experience with a public accounting firm
- Proven success in business development
- Xero, QuickBooks Online, Netsuite, Bill.com, Gusto, Dext, Expensify experience preferred
- Ability to work well with all levels of internal management and staff, as well as clients and vendors
- Possess a project management mindset to manage each client with consistency
- Ability to work independently, manage multiple priorities and work towards deadlines
- Proficient Microsoft Office Suite, strong focus on Excel and Adobe Acrobat skills
- Excellent communication skills a must
- Team-oriented and flexible
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.
