Tax Technology Manager

Armanino•San Ramon, CA

6d•Hybrid

About The Position

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. We are seeking a proactive and detail-oriented Tax Technology Manager 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.

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)

Nice To Haves

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)

Responsibilities

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.
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.
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.
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.
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.