Senior Associate, State and Local Tax

Aprio•Atlanta, GA

5d•Hybrid

About The Position

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. 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.

Requirements

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)

Nice To Haves

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)

Responsibilities

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
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
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
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 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

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