Tax Technology Product Lead

Armanino•San Ramon, CA

2d•Hybrid

About The Position

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.

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

Nice To Haves

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

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