Tax M&a Migration Coordinator
| Company | Aprio |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- At least 3 years of relevant experience in a tax role within a medium or large tax/accounting environment
- At least 2 years in a business analysis or tax technology position
- Experience with specific software tools like CCH Axcess Tax, CCH ProSystem fx, UltraTax CS, Lacerte Tax, CCH Workflow (XCM), CCH Workstream, GoFileRoom / FirmFlow, Practice Management Projects module, CCH Fixed Assets, Fixed Assets CS, BNA Income Tax Planner
- Experience with specific software tools like Excel, Python, MS Power Automate, Power BI, and SQL is a plus
- Experience with system administration, data management, and reporting tools
- Comprehensive understanding of data migration activities, software, and technology tools of a Tax practice
- Strong communication and problem-solving abilities
Responsibilities
- Execute and perform tax data migrations to ensure accurate and timely transfer of information
- Continually enhance data migration processes, workflows, and tools to increase efficiency while minimizing costs
- Identify and implement new technologies to streamline data migration operations and improve client service delivery
- Implement monitoring systems for data migration milestones
- Lead tax practice data migration project activities from start to support, including discovery, execution and support
- Ensure seamless transitions and successful integrations
- Work with cross-functional departments to ensure consistency and excellence
Preferred Qualifications
- Experience with specific software tools like Excel, Python, MS Power Automate, Power BI, and SQL is a plus