Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 15 U.S. office locations, one in the Philippines and more than 1,500 team members that speak 35 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 Advisory Services team and you will help clients maximize their opportunities. Aprio, LLP is a progressive, fast-growing firm looking for a Director, Private Equity and Transaction Advisory Services to join their dynamic team. 

Aprio’s Private Equity and Transaction Advisory Services group has the prime opportunity to have a positive impact on our client – both strategics (private and public) and private equity investor groups operating in a variety of industries, including manufacturing, distribution, technology, retail restaurant and hospitality, healthcare, government contracting, construction and business services.

This is an opportunity to be a market leader for Aprio’s Private Equity and Transaction Advisory Services in markets that Aprio may or may not have current presence such as New York City, San Francisco and Chicago. This is a growth opportunity which will consider practice growth, client prospecting and marketing and execution of client transaction advisory work (financial and/or tax due diligence and structuring) while selling the comprehensive services of Aprio to private equity and their portfolio companies.

With our specialized knowledge, we dive into clients’ businesses, buy side and sell side transactions and reemerge with important information which clients consider in connection with their decision to execute mergers, acquisition and divestiture transactions while offering solutions related that can entail advisory, assurance and tax services.

Position responsibilities:

• Develop and execute a strategic sales plan to achieve revenue targets and drive business growth within the private equity market.
• Identify new business opportunities and target potential clients within the private equity sector.
• Conduct market research and analysis to stay abreast of industry trends, competitive landscape, and emerging opportunities.
• Plan, execute, direct and complete multiple due diligence for private equity and strategic buyers and sellers from a variety of industries.
• Develop and maintain relationships with clients and engage in effective interactions with company executives.
• Leads, teams and assists Partners on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller.
• Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively.
• Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence.
• Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions.
• Strong leadership, training, and mentoring skills.
• Continuously fostering relationships with coworkers (through all services lines of Aprio) and clients (both strategics and private equity).
• Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community.
• Experience with developing and supervising staff both on engagements and in their career.
• Demonstrates a high degree of the Aprio Fundamentals and a desire to be held to the highest of ethical and quality standards. Will admit mistakes and involve others in situations requiring significant judgment or posing significant risk to the firm or its client(s).
• Traveling approximately up to 25% of the time while upholding Aprio’s values and reputation.

• Strong network of contacts within the private equity sector, with a demonstrated ability to develop and maintain client relationships.
• Big Four or similar consulting background.
• Strategic thinker with the ability to develop and execute sales strategies aligned with organizational goals.
• Approximately 8 to 10 years of related financial and/or due diligence/advisory work experience.
• Understanding and applying Excel, PowerPoint and Word skills.
• Demonstrating poise working with private equity and corporate executives.
• Working effectively and personably with a diverse group.
• At least seven plus years of recent experience in Audit, Tax, Finance or Transaction Advisory (preferred).
• 4-year bachelor’s degree in accounting or finance.
• Licensed CPA a plus.

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.