Aprio PH - Virtual Assistant (Valuation and Investigations Team)

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.
This position provides high level administrative support for the Valuation and Investigations Team. We are looking for an experienced individual who is efficient and comfortable being a member of the team. This role will be vitally important to the success of day-to-day operations and organization of the department. The ability to multi-task, while maintaining complex schedules is essential in this position. The ideal candidate is resourceful, an excellent problem solver and very organized. Assuring completion of projects and assignments in a timely manner is key to success in this position. Independent judgment is required to plan, prioritize and organize the diversified workload.

Position Responsibilities:

• Multiple partner support
• Preparation of proposals, engagement letters, new client setup, and presentations
• Execution of day-to-day billing, monthly statements, credits, adjustments, expense report preparation and reconciling
• Report generation
• Maintain partner's schedule by planning and scheduling meetings, conferences, teleconferences, and travel
• Welcome clients and guests by greeting them, in person or on the telephone
• Management of partner prospects and leads
• Assist with set-up of monthly firm-wide pipeline meetings and reporting
• Arrange team meetings and events, as needed

Qualifications:

• Amenable to work Night-shift (8:00 PM – 5:00 AM PHT)
• Work Set-up: Hybrid – Initial 2 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week.
• High school diploma or general education degree (GED)
• Preferred Associates/Bachelor's degree
• Minimum of five (5) years related experience in a management support role
• Experience with multifaceted routine bill preparation and invoicing
• Proficiency in MS Office with expertise in Outlook, Word, PowerPoint and Excel is essential
• Able to work additional hours occasionally
• Ability to analyze and revise operating practices to improve efficiency
• Detail oriented and comfortable working in a fast-paced and time sensitive office environment
• Proficiency in multi-tasking and prioritizing using strong problem-solving skills and the ability to self-direct
• Aptitude for working with a diverse group of partners
• Exceptional written and verbal communication skills are necessary
• Superior organization skills and dedication to completing projects in a timely manner
• Acts as the ambassador of the department
• Ability to work independently and act as a project manager on special projects \
• Proofreads for spelling, grammar and formatting, making appropriate changes. Responsible for accuracy and clarity
• Ability to learn quickly and become proficient with Aprio’s applications

Perks/Benefits we offer for full-time team members: - Wellness program - HMO coverage - Rewards and Recognition program - Free shuttle service (provided by CDC | for onsite employees) - Free lunch meal (For onsite employees) - On-demand learning classes - Discretionary time off and Holidays - Performance-based salary increase - Discretionary incentive compensation based on client or individual performance - Hybrid set up to selected roles/location, terms and conditions may apply - CPA & Certification Assistance and Bonus Program 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. - A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation. 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.