Tax Technology Automation Manager

Aprio; Atlanta (GA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Profit Sharing

Discretionary incentive compensation

Job summary

Aprio seeks a Tax Technology Automation Manager to lead automation efforts across the tax practice. You will partner with IT, DevOps, and vendors to evaluate, test, and implement new technologies that streamline tax processes and reporting.

You will own process improvements, develop training, and drive adoption of automation tools. The role requires 5+ years in IT/automation, strong analytics, and experience with tax software ecosystems, Power BI, databases, and APIs.

Qualifications

• 5+ years of related experience in information technology, automation, or tax technology.
• Familiarity with tax software packages (Practice Engine, CCH Axcess Tax, GoSystem Tax, UltraTax, Lacerte, CaseWare, CCH Engagement, Workpapers CS).
• Keen attention to detail, problem-solving, and strong analytical skills.
• 2+ years documenting processes and practices using standard project artifacts and prioritizing multiple tasks.

Responsibilities

• Work with all levels of the organization to introduce and implement changes in business processes and application practices affecting clients.
• Plan and analyze new, enhanced, or revised information systems, including budgets for assigned projects.
• Stay current with technology offerings and assess their value for the tax practice to improve automation.
• Communicate with tax practice leadership on new technologies and testing recommendations.
• Develop and manage a charter and timeline for testing, evaluating, and implementing new technology.
• Serve as project manager for key departmental initiatives and drive adoption through training.

Skills

Excel

Power BI

APIs

Relational databases

Project management

Tax software

Documentation

Education

Bachelor's degree in Computer Science or related field

Tools

Office 365

SharePoint

DAX

SSIS

Power Platform

Python

Visual Basic

Java

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 Information Technology team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Technology Automation Manager to join their dynamic team.

• Work with all levels of the organization to introduce and implement changes in business processes and application practices affecting clients, including proposing system-related business processes and technologies.
• Performs planning and analysis of new, enhanced, improved, or revised existing information systems or related technologies, strategies, standards, policies and procedures, continuous improvement, and budget for assigned projects.
• Stays abreast of current and upcoming technology and software offerings in the industry, understanding their capabilities while assessing their potential value and application in the tax practice, with a focus on creating efficiencies and increasing automation.
• Continuous communication with tax practice leadership on new technologies and concepts while providing recommendations for software testing.
• Develop and manage a charter and timeline for testing, evaluating, and implementing new technology.
• Serve in a project manager role for key departmental initiatives.
• Analyzes audiences and develops effective communication strategies to drive organizational change and ensure adoption.
• Own the end-to-end process change and oversee/deliver socialization and training.
• Work with teams to drive a continuous improvement mindset.
• Monitors compliance with department policies, procedures, and guidelines.
• Develop test procedures to ensure existing system software and modifications meet user specifications.
• Apply system analysis techniques and procedures, including interviewing various resources to gather required information and analyzing and documenting requirements.
• Support development of software or system functional specifications that allow for the successful development/configuration of select automation software solutions.
• Will work in the evaluation of new technologies and platforms.
• Be the departmental contact person for the internal DevOps team, IT, and tool vendors.
• Use data analysis techniques to gain insights from various sources.
• Be a trusted automation and tooling advisor for DevOps initiatives by providing objective, practical, and relevant ideas, insights, and advice.
• 5+ years of related experience.
• Familiarity with tax software required (Practice Engine, CCH Axcess Tax, GoSystem Tax, UltraTax CS, Lacerte Tax, CaseWare, CCH Engagement, Workpapers CS).
• Keen attention to detail, problem-solving, and strong analytical skills.
• 2+ years of experience documenting processes and practices, often using accepted project methodology artifacts, while effectively prioritizing multiple tasks, priorities, projects, and deadlines.
• Understanding of project management fundamentals.
• Expert knowledge of Excel.
• Mid-level knowledge and experience with database principles and computer science fundamentals.
• Understanding of APIs (Application Programming Interfaces).
• Understanding of relational databases and Power BI.

• Consulting experience.
• Strong customer service orientation.
• Experience working with Office 365 and SharePoint.
• Knowledge of Microsoft Power Platform.
• Knowledge of DAX and SSIS.
• Knowledge and/or basic development experience with one or more of the following technologies: Python, Visual Basic, Java, Objective-C, C, and .NET.

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.