Senior Associate, Managed Services M&A Operations

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 M&A Integrations- Managed Services team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a self-motivated and detail-oriented Senior Associate, Managed Services M&A Operations to join our M&A Integrations team representing Managed Services.

Our team’s focus is to deliver a coordinated and human-centric experience for prospective and integrating firms. As a key member of this team, you will regularly engage and work alongside diverse team members across the US and Philippines, making a tangible impact on the experiences of our new team members and clients.

• Build strong and trusted relationships with members of integrating firms, acting as liaison and guide 
• Oversee the collection, evaluation, and dissemination of both qualitative and quantitative data insights 
• Organize meeting notes & documents to develop action items & deadlines 
• Track project timelines and report on status 
• Assist technology and IT teams with software migration activities 
• Execute setup, testing and distribution of client facing documents 
• Handle professionally sensitive and confidential business matters 
• Travel to firm sites 1 – 2x per month 

• Minimum of three (3) years of project management experience, preferably within a professional services firm 
• Excellent communication and interpersonal skills, with the ability to build relationships at all levels of the organization 
• Empathy and willingness to “go the extra mile” 
• Flexible and comfortable with changing priorities and responsibilities 
• Strong time management skills with the ability to manage multiple priorities and deadlines. 
• Proficient with Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Outlook. 
• Ability to organize and analyze data in Microsoft Excel. 
• Comfortable with learning and adopting new technology.  
• Able to work independently and identify efficiency opportunities. 
• Development and execution of online, in person or recorded training a plus 
• Ability to work a flexible schedule and overtime as needed.

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.