Tax Technology Product Lead

Position Overview

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.

• 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 work papers.
• 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.

• 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.

• 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.

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. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

• 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

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.