Senior Associate, State and Local Tax

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 Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team.

• Overpayment Review Execution:
  Analyze large volumes of purchase transactions (AP data, fixed assets, invoices, etc.) to identify potential over payments
• Perform detailed invoice-level review, including vendor charges, tax calculations, and product/service taxability
• Evaluate common over payment drivers, including Misapplied exemptions, Incorrect tax rates, Vendor errors
• Use tax errors and accrual issues
• Develop and document defensible refund positions supported by statutory/regulatory guidance

• Review client financial data (GL, AP, tax returns, contracts) to identify over payment trends and root causes
• Develop an understanding of client operations (especially manufacturing environments) to identify exemption opportunities beyond surface-level transaction testing
• Identify process gaps that drive recurring over payments
• Data & Invoice Retrieval
• Work with client systems and third‑party invoice imaging/document management platforms to locate, extract, and download supporting invoices and documentation
• Coordinate with client teams to obtain missing documentation and ensure completeness of invoice populations
• Perform targeted invoice pulls to support sample testing, claim packages, and audit‑defensible documentation
• Travel up to ~10% to client locations, as needed, to review and retrieve invoices on‑site where electronic access is limited

• Prepare detailed refund schedules with invoice‑level support and clear technical justification
• Assist in drafting refund claims submitted to state tax authorities or vendors
• Support responses to state inquiries, notices, and follow‑up requests
• Track claims through the recovery lifecycle (submission → review → resolution)

• Communicate findings, methodologies, and recommendations to clients in a clear, defensible manner
• Support client meetings by explaining positions, assumptions, and recovery strategy
• Maintain Aprio’s “hands‑off” delivery model by minimizing client burden while ensuring data accuracy
• Act as a trusted advisor by proactively identifying risks and opportunities clients may not be aware of

• Identify opportunities to improve client processes and reduce future over payments
• Contribute to development of internal tools, methodologies, and automation (e.g., invoice extraction, AI tools)
• Assist with business development efforts by supporting opportunity identification and proposal development

• Bachelor’s degree in Accounting, Finance, or related field
• 2–5 years experience in State and local tax (SALT), Audit, data analytics, or transaction‑based consulting
• Strong understanding of sales and use tax concepts, including exemptions and taxability
• Experience working with large datasets (Excel, data extracts, or similar tools)
• Prior sales and use tax experience is preferred but not required
• Experience with manufacturing or multi‑state operations
• Exposure to indirect tax consulting or refund claims
• CPA, JD, or IPT certification (or in progress)

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.

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+…