Armanino

Tax Technology Product Lead

Armanino$127K — $173K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a relevant field (Accounting, Finance, etc.)
  • 5+ years of public accounting tax experience, preferably in large/mid-sized firms
  • Experience in process improvement, standardization, or automation
  • Solid understanding of tax compliance and reporting
  • Familiarity with tax software and automation tools like RPA and AI
  • Strong communication skills with experience engaging Partners and senior leaders
  • Creative problem-solver with a solutions-oriented mindset

Responsibilities

  • Lead implementation of tax technologies in various practice groups
  • Identify tech opportunities to reduce manual efforts and enhance quality
  • Act as product champion for transitioning to tech-enabled workflows
  • Serve as a change agent for introducing new tools and processes
  • Deliver training on tax technology and automation
  • Translate complex tech concepts into relatable use cases
  • Gather and analyze feedback to enhance tools and processes
  • Collaborate with Quality and Risk Management on standardization initiatives
  • Monitor adoption and efficiency outcomes of technology initiatives
  • Support leadership in showcasing the business impact of tech investments

Benefits

  • Opportunities for professional development and growth
  • Ability to influence tax technology strategies
  • Access to cutting-edge technology and tools
  • Collaborative environment working with diverse teams
  • Role as an integral part of digital transformation in tax practice
Full Job Description
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 5 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


About Armanino

Armanino is one of the largest independent accounting and business consulting firms in the United States, with offices in California, Texas, and Illinois. The firm provides a wide range of services to clients in various industries, including audit and assurance, tax planning and compliance, business consulting, and technology consulting. Armanino is committed to delivering innovative solutions and exceptional service to help clients achieve their goals and succeed in today's rapidly changing business environment.
Learn more about Armanino
Size
1,200 employees
Industry
Founded
1953

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