Tax Tech & AI Automation Lead

Aprio; Atlanta (GA); Hybrid; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, and Vision Insurance

401k with Profit Sharing

Parental Leave

Tuition Assistance Program and CPA

Discretionary incentive compensation

Flexible working environment including

Zusammenfassung

Aprio seeks a Tax Technology Automation Specialist to drive digital transformation within the tax practice. You will bridge tax professionals, leadership, and technology teams to deliver automation and reporting solutions, leveraging tax workflows, time data, and generative AI platforms.

This role requires curiosity, organization, and fluency in tax and technology. You will own end-to-end projects, gather requirements, develop documentation, and enable adoption across the practice, with a focus

Qualifikationen

• 2–4 years of experience in a technology, operations, consulting, or accounting firm environment.
• Ability to manage multiple projects simultaneously without compromising quality or stakeholder trust.
• Strong interpersonal and communication skills; comfortable presenting to and facilitating discussions with partners, directors, and senior leadership.
• Experience gathering, documenting, and translating business requirements into technology or process solutions.
• Familiarity with tax software used in public accounting (e.g., CCH Axcess Tax, GoSystem, UltraTax CS, Lacerte, Practice Engine, SafeSend, or similar).
• Working knowledge of a firm's time and billing data, tax workflow, and client lifecycle.
• Hands-on experience using generative AI platforms (e.g., Microsoft Copilot, Claude, ChatGPT) in a professional context.
• Proficiency in Microsoft Excel for data organization and reporting.
• Understanding of project management fundamentals and experience producing project methodology artifacts (charters, timelines, status updates).
• Keen attention to detail and strong analytical problem-solving skills.

Aufgaben

• Engage with partners, directors, managers, and staff across the tax practice to understand business processes, pain points, and technology needs.
• Translate business requirements into actionable project briefs for IT and development teams.
• Conduct structured interviews and working sessions to document current-state workflows and surface improvement opportunities.
• Build and maintain strong working relationships with both technical and non-technical audiences.

Kenntnisse

Interpersonal skills

Communication

Project management

Analytical problem solving

Stakeholder engagement

Tools

Excel

Power BI

SharePoint

Teams

OneDrive

Jobbeschreibung

Aprio seeks a Tax Technology Automation Specialist to drive digital transformation within the tax practice. You will bridge tax professionals, leadership, and technology teams to deliver automation and reporting solutions, leveraging tax workflows, time data, and generative AI platforms.

This role requires curiosity, organization, and fluency in tax and technology. You will own end-to-end projects, gather requirements, develop documentation, and enable adoption across the practice, with a focus