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We are seeking a proactive and detail-oriented Manager, Tax Technology & Automation to support the evolution of our tax operations through process improvement and the implementation of automation tools. This role will be focused on identifying opportunities, collaborating with cross-functional teams, and supporting the execution of automation initiatives within the Tax Business Unit. The ideal candidate will bring strong tax experience, a process improvement mindset, and a foundational understanding of automation technologies.
Job Responsibilities
Process Improvement & Automation Support
Identify areas within tax compliance, reporting, and planning that are ideal for process standardization and automation.
Collaborate with internal stakeholders to understand business needs and translate them into functional automation requirements.
Partner with IT Engineering on the design, testing, and implementation of automated workflows using RPA, AI, and other tools.
Project Participation & Collaboration
Serve as the business-side project lead on assigned automation initiatives, helping define scope, prioritize tasks, and coordinate cross-functional input.
Assist in testing, validating, and implementing automation solutions in collaboration with the Engineering team.
Coordinate user acceptance testing (UAT), training sessions, and documentation efforts for automated processes.
Technology Integration
Support the evaluation and implementation of tax technologies, including data analytics tools and reporting solutions.
Work closely with the IT and Tax teams to ensure new automation tools align with current systems and workflows.
Change Management & Communication
Help develop materials and lead training sessions to support adoption of new tools and processes within the tax department.
Act as a change agent by promoting a culture of innovation and continuous improvement.
Performance Tracking
Assist in tracking KPIs and metrics to measure the impact and effectiveness of automation projects.
Provide regular updates to leadership and key stakeholders on progress, issues, and opportunities.
Requirements:
Bachelor’s degree in Accounting, Finance, Business Administration, Computer Science, or a related field
Minimum of 5 years of experience in public accounting (with a focus on taxation) or equivalent in-house tax experience, with an emphasis on process improvement and Tax automation
At least 1 year of managerial experience, including oversight of both clients and team members
Strong knowledge of tax compliance and reporting requirements
Proficiency with tax software and automation tools (e.g., RPA, AI platforms, data analytics)
Preferred Qualifications:
CPA, equivalent professional certification, or an advanced degree (e.g., MST, JD, MBA)
Experience collaborating with IT or engineering teams on automation and process improvement initiatives
Familiarity with project management tools and methodologies
Experience with tax technology tools and platforms such as CCH Access, GoSystems, Power Platform (Power BI, Power Automate), low-code automation tools, Alteryx, Tableau, Microsoft Excel, and programming languages (e.g., Java, C++, Python)
“Armanino” is the brand name under which Armanino LLP, Armanino CPA 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 and Armanino CPA LLP are licensed independent CPA firms that provide 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. In Northern California, the compensation range for this position: $120,000-$150,000. In Southern California, the compensation range for this position: $115,000 - $145,000. In Washington, the compensation range for this position: $115,000-$145,000. In Colorado, the compensation range for this position: $104,000-$135,000. In New York, the compensation range for this position: $115,000-$145,000. In Illinois, the compensation range for this position: $115,000-$145,000. 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.
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