Engagement Coordinator, Client Accounting Services
About The Position
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.
Requirements
- 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
Nice To Haves
- Supporting client‑facing engagements
- Prior exposure to government contracting or regulated environments
- Experience using project or workflow management tools
Responsibilities
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
