Engagement Coordinator, Client Accounting Services

Engagement Coordinator

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.

Position 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

Qualifications:

• 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

• Experience supporting client-facing engagements
• Prior exposure to government contracting or regulated environments
• Experience using project or workflow management tools

$24.04 - $36.06 an hour The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

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.