Senior Administrator, RFH Outsourcing

Aprio; Conyers (GA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Flexible Spending Account

401k with Profit Sharing

Holidays and time off

Parental Leave

Tuition Assistance / CPA support

Discretionary incentive compensation

Wellness program

Remote & hybrid options

Job summary

Aprio seeks an experienced Senior Administrator to join its Client Accounting Services team. This role supports multiple partners, coordinates meetings, and maintains confidential information with discretion.

You will manage client setup, engagement letters, and CRM workflows while collaborating with other admins to ensure smooth operations. A strong MS Office background and experience in professional services are required.

Qualifications

• High school diploma or equivalent; additional certification in office management is a plus.
• Proven experience as an administrative assistant or relevant administrative role (required).
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required).
• Previous experience in a similar role within the financial, legal, or professional services industry (preferred).
• Familiarity with tax-related processes and procedures (preferred).
• Familiarity with CRM tools, preferably HubSpot (preferred).
• Familiarity with CCH Axcess, CaseWare, and CCH Workflow (preferred).
• Strong interpersonal and communication skills, both written and verbal.
• Discretion and confidentiality when handling sensitive information.
• Detail-oriented with a commitment to accuracy.
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.

Responsibilities

• Provide support to multiple partners and directors; manage workloads and timelines.
• Coordinate meetings and events (virtual and in-person); manage invitations, spaces, catering, travel.
• Handle confidential matters; assist with special projects and process improvements.
• Collaborate with other administrative assistants to coordinate coverage and projects.
• Serve as liaison between executives, internal teams, clients, and stakeholders; manage relationships.
• Prepare, edit, and track engagement letters with accuracy.
• Complete client setup forms for new clients and engagements.
• Utilize CRM (HubSpot) to manage prospects and leads.

Skills

Administrative support

Office management

Microsoft Office

Discretion & confidentiality

Excellent communication

Multi-tasking

Education

High school diploma or equivalent

Office management certification

Tools

HubSpot CRM

CCH Axcess

CaseWare

CCH Workflow

Job description

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.

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Administrator to join their dynamic team.

Responsibilities

Executive & Operational Support

• Provide support to multiple partners and directors; work independently, proactively manage workloads, and track project timelines
• Plan and coordinate various meetings and departmental events (virtual and in-person), including invitations, space reservations, catering/food service, hotel accommodations, and ground transportation
• Handle sensitive and confidential business matters with discretion; support special projects and process improvements as assigned
• Collaborate closely with other administrative assistants to coordinate coverage and complete shared projects

Client & Engagement Support

• Serve as a liaison between executives, internal teams, clients, and external stakeholders; build and maintain strong client/vendor relationships and deliver exceptional service
• Prepare, edit, and track engagement letters with accuracy and attention to detail
• Complete client setup forms for new clients and engagements
• Utilize CRM tool (HubSpot) to manage prospects and leads efficiently

Tax & Compliance Operations

• Proofread and prepare client and agency correspondence, including response letters to the IRS and other tax authorities
• Maintain due-date tracking and reporting to ensure timely responses and filings with the IRS and other tax authorities
• Coordinate receipt of signed e-file authorizations and follow up to obtain missing forms required for e-filing
• Support tax return delivery when not handled by the centralized delivery team

Reporting, Data & Records Management

• Create, revise, and design PowerPoint presentations for various purposes
• Generate and analyze reports using various programs; build Excel reports using intermediate formulas, charts, and graphs
• Perform data management, maintenance, and cleanup across department applications and trackers
• Scan, organize, and file client documents; consolidate records to maintain orderly digital and physical files

Other Responsibilities

• Act as a change agent for implementing new processes within the department and guide team members accordingly
• Assist with office administrative functions/events/front office coverage
• Perform additional duties and ad-hoc tasks as assigned to support team and executive objectives

Qualifications

• High school diploma or equivalent; additional certification in office management is a plus
• Proven experience as an administrative assistant or relevant administrative role (required)
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required)
• Previous experience in a similar role within the financial, legal, or professional services industry (preferred)
• Familiarity with tax-related processes and procedures (preferred)
• Familiarity with CRM tools, preferably HubSpot (preferred)
• Familiarity with CCH Axcess, CaseWare, and CCH Workflow (preferred)
• Strong interpersonal and communication skills, both written and verbal
• Discretion and confidentiality when handling sensitive information
• Detail-oriented with a commitment to accuracy
• Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines
• Ability to multitask and prioritize tasks effectively
• Proactive and able to anticipate the needs of the executives
• Ability to adapt to changing priorities
• Ability to work independently and as part of a team
• Ability to work in a fast-paced environment
• Ability to always maintain a high level of professionalism
• Consistently demonstrates high-quality work and strong working relationships
• 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.