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We are seeking a dynamic and strategic Director of Tax Business Automation to spearhead our efforts in optimizing and standardizing tax automation processes. This role will be instrumental in developing and executing a comprehensive business automation strategy that enhances efficiency, accuracy, and compliance within the tax department by closely working with IT Automation Engineering to deliver tax automations. The ideal candidate will possess a blend of tax expertise and high-level technical acumen to successfully engage with the Automation Engineering team, enabling them to drive innovation and improve operational effectiveness through standardization of business processes and collaboration with engineering department to utilize the development of bots, the use of artificial intelligence, and the implementation of software and other automations.

Job Responsibilities

Strategic Development:

Design and implement a robust automation strategy for the tax department aligned with organizational goals.

Identify opportunities for process improvements and automation across tax compliance, reporting, and planning functions.

Bot Development and AI Integration:

Lead and influence process standardization initiatives happening across all service lines in Tax BU and help drive cross collaborative conversations for improving process efficiencies

Engage with IT Engineering team as the Business Owner:

Execute the role of business owner by working with the IT Engineering team and external vendors to set the scope of automation projects in the design, test, and implementation phases of each automation development lifecycle on tax business processes that require repetitive tasks, data extraction, and analysis.

Collaborate with the IT Engineering team to deliver solutions that implements the benefits of robotic process automation (RPA) solutions and AI tools to streamline tax processes.

Project Management:

Act as the Business Project Manager to help drive business automations activities and tasks including identifying resources needed for testing and validation of automations projects 

Lead automation initiatives from the business perspective and work closely with engineering from concept to execution, managing the business timelines and business resources, and stakeholder communication.

Collaborate with cross-functional teams, including IT, finance, and legal, to ensure successful project delivery.

Technology Integration:

Evaluate and recommend tax technology solutions, including software and tools for automation, data analytics, and reporting, partnering with the IT Engineering team.

Oversee the integration of automated systems with existing of new tax processes to enhance workflow efficiency.

Change Management:

Develop and implement business change management strategies to facilitate the transition to automated processes.

Provide training and support to tax team members on new tools and processes, including bot usage and AI applications.

Performance Measurement:

Establish metrics to assess the effectiveness of automation initiatives and report on progress to senior management.

Continuously monitor industry trends and emerging technologies to identify further automation opportunities.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or related field

Minimum of 10 years' experience in public accounting in taxation or equivalent experience with a strong focus on process improvement and automation.

Minimum of 4 years in a managerial role involving clients and team members.

Proven experience in leading automation projects and managing cross-functional teams, as well as collaborating with Engineering team.

Strong understanding of tax compliance and reporting requirements.

Background in tax software and automation tools (e.g., RPA, AI platforms, data analytics).

Excellent problem-solving abilities with a keen attention to detail.

Ability to analyze complex data and processes to identify automation opportunities.

Strong communication and presentation skills, with the ability to engage and influence stakeholders at all levels.

Demonstrated leadership capabilities and experience in change management.

Preferred Qualifications

Advanced degree or CPA

“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.  

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/  
 

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