Associate, Client Accounting Services Onboarding

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 (Insert Team) team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a (Title) to join their dynamic team. 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 (Insert Team) team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a (Title) to join their dynamic team. Responsibilities: Support the design, implementation, and optimization of modern accounting and finance technology stacks, with a strong focus on tech-enabled and e‑commerce businesses, ensuring solutions align with client operations and growth needs. Support client accounting across a variety of industries, with an emphasis on technology, e‑commerce, and high‑growth clients, driving efficiency, scalability, and accurate financial reporting. Gain hands-on experience with a broad range of accounting, finance, and e‑commerce tools, such as NetSuite, Rillet, Intuit Enterprise Suite, A2X, Cin7, Ramp, Maxio, Rho, Sums, Bitwave, and Reach Reporting, while demonstrating curiosity and a willingness to learn new systems quickly. Perform detailed accounting clean‑up, issue identification, and problem solving, applying a tech‑forward and process‑oriented mindset to improve data accuracy and workflows. Prepare timely and accurate monthly financial statements, ensuring records are complete, well-documented, and ready for review by senior team members. Collaborate closely with cross‑functional teams to deliver a strong client experience focused on operational efficiency and long‑term success. Assist in developing accounting and system strategies that align with client business models, e‑commerce platforms, and transaction flows, translating complexity into clear, actionable outcomes. Support and, as experience grows, help lead projects involving data conversions, system implementations, and file migrations, ensuring work is completed on time and within scope. Communicate proactively and professionally with internal teams and stakeholders by providing clear updates, documenting decisions, raising questions early, and managing expectations throughout the onboarding and implementation lifecycle. Demonstrate a strong willingness to learn, openness to feedback, and interest in expanding technical and accounting skills in a fast‑evolving tech and e‑commerce environment. Qualifications: Strong foundation in accounting technology implementation and data management, with interest or experience supporting tech‑enabled and e‑commerce accounting processes. 3–5 years of experience working with modern accounting systems such as QuickBooks Online, Xero, or similar platforms; exposure to larger or emerging systems a plus. Understanding of core accounting principles, including financial statements, cash flow, reconciliations, and expense management. Ability to analyze data, identify issues, and propose thoughtful solutions, with a willingness to ask questions and learn new approaches. Experience supporting or assisting in the design and implementation of accounting and finance technology stacks, tailored to client operations and transaction flows. Hands‑on experience with historical accounting clean‑up and balance sheet reconciliations, ensuring accuracy and completeness of financial data. Proven ability to identify discrepancies and inconsistencies within financial statements and supporting schedules. Strong problem‑solving skills, paired with clear written and verbal communication, strong organization, and effective time management. Self‑motivated and accountable, with the judgment to work independently while knowing when to escalate questions or issues. Experience supporting projects, initiatives, or implementations, with familiarity using project management and workflow tools. Ability to manage multiple priorities, adapt in a fast‑paced environment, and deliver high‑quality work within established scope and timelines. Experience working directly with clients or internal stakeholders, communicating professionally and confidently, including exposure to senior or executive‑level contacts. Advanced Excel skills, along with experience documenting processes, creating training materials, or supporting the rollout of new tools and workflows. Demonstrated curiosity and willingness to learn, with an interest in staying current on emerging accounting technologies, e‑commerce tools, and industry trends. Bachelor’s degree in Accounting Preferred Skills Hands-on experience with accounting software products like Xero, Intacct, BILL, etc. Familiarity with Project Planning tools such as Wrike 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. 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 an Onboarding Associate to join their dynamic team. Aprio's Client Accounting Services Technology & Ecommerce team is looking for an Onboarding Accounting Associate to join their growing team. We are a team of highly skilled accountants that work in a collaborative, supportive and congenial environment to provide expert accounting services to a variety of clients in the technology and ecommerce space. 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 an Onboarding Associate to join their dynamic team. Aprio's Client Accounting Services Technology & Ecommerce team is looking for an Onboarding Accounting Associate to join their growing team. We are a team of highly skilled accountants that work in a collaborative, supportive and congenial environment to provide expert accounting services to a variety of clients in the technology and ecommerce space.