Aprio19h ago

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Senior Associate, State and Local Tax

United States·AtlantaFull Timesenior

Finance & AccountingTax

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Quick Summary

Overview

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,

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Finance & AccountingTax

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 overpayments

Perform detailed invoice-level review, including vendor charges, tax calculations, and product/service taxability

Evaluate common overpayment 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

Data Analysis & Process Understanding:

Review client financial data (GL, AP, tax returns, contracts) to identify overpayment 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 overpayments

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

Refund Claim Development & Support:

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)

Client Interaction & Delivery:

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

Continuous Improvement & Value Creation:

Identify opportunities to improve client processes and reduce future overpayments

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), OR 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)

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.