Tax M&A Migration Coordinator

Summary

Join Aprio's Business Operations team as a Tax M&A Migration Coordinator and help clients maximize their opportunities. Execute and perform tax data migrations for accurate and timely information transfer. Continuously enhance data migration processes to increase efficiency and minimize costs. Implement new technologies to streamline operations and improve client service. Lead tax practice data migration projects from start to support, ensuring seamless transitions and successful integrations. Collaborate with cross-functional departments for consistency and excellence. Aprio offers a progressive, fast-growing environment with opportunities for growth and advancement.

Requirements

• The ideal candidate should have at least 3 years of relevant experience in a tax role within a medium or large tax/accounting environment, with at least 2 years in a business analysis or tax technology position
• Experience with specific software tools like CCH Axcess Tax, CCH ProSystem fx, UltraTax CS, Lacerte Tax, CCH Workflow (XCM), CCH Workstream, GoFileRoom / FirmFlow, Practice Management Projects module, CCH Fixed Assets, Fixed Assets CS, BNA Income Tax Planner
• Experience with system administration, data management, and reporting tools
• Comprehensive understanding of data migration activities, software, and technology tools of a Tax practice
• Strong communication, and problem-solving abilities

Responsibilities

• Execute and perform tax data migrations to ensure accurate and timely transfer of information
• Continually enhance data migration processes, workflows, and tools to increase efficiency while minimizing costs
• Identify and implement new technologies to streamline data migration operations and improve client service delivery
• Implement monitoring systems for data migration milestones
• Lead tax practice data migration project activities from start to support, including discovery, execution and support
• Ensure seamless transitions and successful integrations
• Work with cross-functional departments to ensure consistency and excellence

Preferred Qualifications

Experience with specific software tools like Excel, Python, MS Power Automate, Power BI, and SQL is a plus

Benefits

• 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