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The Tax Technology Product Lead is a high-impact, people-facing role responsible for accelerating adoption of tax technology, automation, and standardized workflows across the Tax practice. This role sits at the intersection of tax expertise, technology enablement, and change management, helping engagement teams work more efficiently while maintaining quality and consistency.

Job Responsibilities

• Lead and support adoption and implementation of tax technologies across assigned offices or practice groups, including platforms such as K1X, tax workflow tools, ai solutions, analytics/dashboards, automations and data management solutions, and standardized workpapers

• Partner directly with engagement teams to identify opportunities where technology can reduce manual effort, improve quality, and drive consistency

• Act as a local product champion, helping teams transition from legacy approaches to standardized, technology-enabled workflows

• Serve as a trusted change agent for Partners, Managers, and engagement teams as new tools and processes are introduced

• Deliver and reinforce training related to tax technology, automation, and standardization

• Translate complex technology into clear, practical, real-world use cases that resonate with tax professionals

• Collect real-time feedback from engagement teams and translate insights into actionable recommendations for improving tools, processes, and enablement programs

• Partner closely with Quality & Risk Management on initiatives tied to standardization, quality, and risk mitigation

• Collaborate with Tax Technology, Transformation, and Enablement teams to support firmwide priorities

• Track and report on adoption, utilization, and efficiency outcomes associated with tax technology initiatives

• Support leadership in demonstrating ROI and business impact of technology investments

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, Computer Science, or a related field

• Minimum of 4 years of experience in public accounting tax (preferably within a large or mid-sized firm)

• Experience supporting process improvement, standardization, or automation initiatives

• Solid understanding of tax compliance and reporting processes

• Working knowledge of tax software and automation tools (e.g., RPA, AI, data analytics)

• Strong communication and collaboration skills, comfort engaging directly with Partners and senior leaders

• Creative, solutions-oriented mindset with the ability to connect multiple tools or ideas to solve practical problems

Preferred Qualifications

• CPA strongly preferred

• Experience working with IT, engineering, or technology teams on tax initiatives

• Familiarity with project coordination tools or methodologies

• Background in tax training, tax quality, tax operations, or tax transformation

• Experience with tax and analytics platforms such as CCH Access, GoSystems, Power Platform (Power BI, Power Automate), Alteryx, Tableau, and advanced Excel; programming exposure a plus

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.

Certain states require us to disclose the pay range and benefits summary for job openings. For Northern California residents, the compensation range for this position: $122,200-$143,800. For New York residents, the compensation range for this position: $116,900-$137,500. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:

• Medical, dental, vision

• Generous PTO plan and paid sick time

• Flexible work arrangements

• 401K with Profit Sharing

• Wellness program

• Generous parental leave

• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.