Aprio Logo

Aprio

Partner, Transaction Advisory Services

Posted 11 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
Expert/Leader
Hybrid
Charlotte, NC, USA
Expert/Leader
Leads Transaction Advisory Services engagements, providing strategic and technical client guidance, ensuring quality delivery, expanding market presence, developing referral networks, driving revenue growth, and building cross-firm partnerships. Recruits, mentors, and develops high-performing teams while supporting practice strategy, succession planning, client satisfaction, and long-term firm growth.
The summary above was generated by AI
About Aprio 

At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals seek more than just a position — they seek a growth platform where contributions are valued and rewarded. 

If you’re looking for a collaborative, entrepreneurial firm that provides boundless opportunities to take your practice to the next level, we invite you to… Grow with Aprio. 

Position Overview 
The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long term strategic direction. Partners act as stewards of the Aprio brand, delivering excellence in client service while driving revenue growth, operational effectiveness, and cross firm collaboration. 

Responsibilities

    Client Leadership & Service Delivery 
    • Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance. 

    • Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction. 

    • Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations. 

    • Drive exceptional client experiences aligned with Aprio’s service standards. 

    Business Development & Growth 
    • Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches. 

    • Build and maintain strong referral networks, strategic partnerships, and market relationships. 

    • Identify new opportunities for service expansion, innovative offerings, and cross firm synergies. 

    • Represent Aprio internally and externally as a leader committed to firm culture and values. 

    Talent Development & Team Leadership 
    • Recruit, mentor, and develop top talent within the practice area. 

    • Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth. 

    • Provide performance oversight, career coaching, and succession planning support. 

    • Foster a diverse, inclusive, high trust environment that enables teams to excel. 

Qualifications

    Required

    12+ years of experience with demonstrated track record of leadership within a professional services firm.

    Strong technical expertise and active CPA in the relevant discipline (Transaction Advisory Services).

    Proven success driving revenue growth, client expansion, and practice development.

    Reputation for exceptional client service, strategic thinking, and collaborative leadership.

    Demonstrated ability to mentor, inspire, and build high performing teams.

    High ethical standards.

    Preferred

    Experience operating in high growth, multilocation, or national firm environments.

    Prior partner or executive leadership experience.

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. 

Aprio Matthews, North Carolina, USA Office

212 W Matthews St. Suite 102, Matthews, United States, 28105

Aprio Mooresville, North Carolina, USA Office

532 Williamson Rd., Mooresville, United States, 28117

Similar Jobs

5 Minutes Ago
In-Office
97K-209K Annually
Senior level
97K-209K Annually
Senior level
Other • Utilities
Leads complex, ambiguous business analyses involving customer experience, churn, and strategic decision-making. Applies advanced analytics, statistical methods, experimentation, and quantitative research to identify drivers, prioritize opportunities, and guide resource allocation. Builds dashboards and scalable reporting solutions, presents actionable recommendations to executives, and partners with senior leaders across Care, Product, Marketing, Finance, and Network teams.
Top Skills: GoPower BIPythonRSQLTableau
6 Minutes Ago
Remote or Hybrid
United States
155K-236K Annually
Expert/Leader
155K-236K Annually
Expert/Leader
Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Chief of Staff to the Chief Content Officer, responsible for translating company strategy into operating systems, driving planning and governance, overseeing strategic projects, enabling cross-functional alignment, supporting executive decision-making, leading engagement and communications initiatives, and improving organizational performance across the Content organization.
7 Minutes Ago
Remote or Hybrid
38 Locations
100K-112K Annually
Junior
100K-112K Annually
Junior
Artificial Intelligence • Big Data • Healthtech • Machine Learning • Analytics • Biotech • Generative AI
Analyze diagnostic molecular genetic test results and interpret sequence variants using medical literature, clinical data, functional evidence, and in silico data. Prepare clinical reports, update variant classification guidelines, research novel assessment methods, manage pre-classification workflows, meet reporting timelines, contribute to scientific publications, and train new team members.
Top Skills: Clinical Variant InterpretationHuman GeneticsIn Silico AnalysisMolecular Genetic TestingSequence Variant Analysis

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account