Engagement Coordinator, Client Accounting Services

United States·RockvilleFull Timemid

OtherEngagement Coordinator

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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 is a progressive, fast-growing firm looking for an Engagement Coordinator to join their dynamic team.

The Engagement Coordinator, Client Accounting Services (CAS) supports the successful execution of complex client accounting engagements by providing project coordination, reporting, and operational support. This role partners closely with Directors, Managers, and engagement teams to help ensure work is organized, resourced, tracked, and delivered on time.

The Engagement Coordinator will support one or more large‑scale CAS engagements, assisting with scheduling, deliverable tracking, engagement metrics, documentation, and communication. This role is well‑suited for someone with experience in an accounting or finance environment who is innovative, technology‑driven, and interested in growing into broader project or engagement leadership roles.

Support one or more large, complex CAS engagements by coordinating schedules, deliverables, and recurring engagement activities

Maintain project plans, trackers, dashboards, and engagement metrics to support timely execution and leadership visibility

Help ensure deliverables are assigned, progress is tracked, deadlines are met, and coverage needs are identified early

Assist with preparation of client‑facing and leadership materials, including presentations, reports, dashboards, and meeting materials

Support client meetings through agenda coordination, documentation, and action‑item tracking

Leverage technology and project tools to improve engagement organization, reporting, and workflow efficiency

Identify opportunities to streamline processes, enhance reporting, and improve coordination through better use of systems and tools

Assist with onboarding and training of new hires on engagement structure, tools, and expectations

Support documentation and ongoing maintenance of internal standard operating procedures (SOPs) and engagement documentation

Required

4–6 years of experience in a project coordination, engagement coordination, or operational support role within an accounting, finance, or professional services environment

Familiarity with accounting or finance terminology and common engagement workflows

Strong project management, organizational, and follow‑through skills

Advanced proficiency in Microsoft Excel and PowerPoint, with strong presentation and formatting skills

Comfort working with technology and systems, with an interest in using tools to improve efficiency

Strong communication skills and ability to work effectively with cross‑functional teams

Preferred

Experience supporting client‑facing engagements

Prior exposure to government contracting or regulated environments

Experience using project or workflow management tools