Teams at Aprio

Provide tax planning, consulting, and compliance for private clients; oversee preparation and filing of tax returns; develop tax strategies; lead and mentor tax staff; manage workload, projects, and client relationships; deliver proactive tax advice.

Manage inbound lead flow, qualify opportunities, draft pricing proposals, and run targeted outbound campaigns for SOC/ISO and CMMC practices. Use HubSpot and Outreach to track pipeline, collaborate with advisors and marketing, perform market research, and report campaign results to the Business Development Manager.

The Partner at Aprio leads client engagements, mentors talent, drives business growth, and ensures exceptional client service and operational effectiveness.