Armanino

Administration

• Provide oversight across multiple fund accounting teams and private equity client engagements, ensuring accuracy, quality, and timely delivery of all accounting and reporting outputs.
• Serve as a technical authority on complex accounting matters, including advanced fund structures, waterfall models, capital activity, and financial reporting requirements.
• Review complex NAV packages, financial statements, investor reporting, fee calculations, and audit deliverables.
• Mentor Managers, Assistant Managers, and Senior Fund Accountants by providing coaching, performance feedback, and long‑term development support.
• Lead operational improvement initiatives, driving standardization, scalability, and process optimization across the Private Equity Outsourcing practice.
• Partner with clients on higher‑complexity needs, serving as a strategic advisor and supporting client satisfaction, retention, and growth initiatives.
• Collaborate with practice leadership on resource planning, engagement quality, onboarding, and continuous improvement strategies.

Senior Manager, PE Fund Administration

• Serve as the primary point of contact for staffing and resource planning across designated departments
• Collaborate with business and project leaders to assess capacity needs, skill requirements, and availability
• Align talent with project demands to ensure efficient delivery while supporting employee growth and engagement
• Monitor and manage current and projected capacity to identify resource gaps or surpluses
• Lead short- and long-term capacity planning efforts and provide proactive solutions
• Develop and track key performance indicators to evaluate resource utilization and team effectiveness
• Provide data-driven insights and recommendations to support strategic and operational decisions
• Work with global counterparts to support standardization of resource management practices
• Partner with Finance to ensure alignment between staffing plans, budgets, and business goals

Tax Resource Management Manager

• Conduct the coordination and execution of staffing for Tax engagements, aligning staff skills, experience, and availability with client and engagement requirements
• Partner with leadership to forecast resource demand, identify capacity gaps, and recommend strategies for optimal staffing and utilization
• Maintain and enhance staffing and scheduling systems to ensure real-time accuracy and visibility into team availability and allocation
• Monitor utilization and project timelines, providing analysis and actionable insights to prevent bottlenecks and ensure timely project delivery
• Serve as a central point of contact for staffing updates, communicating proactively with leaders, engagement managers, and team members regarding scheduling changes and priorities
• Collaborate with HR, Talent Development, and leadership to support workforce planning, onboarding, and skill development initiatives
• Contribute to continuous improvement efforts by identifying trends, streamlining resource management processes, and leveraging data to drive operational decisions
• Balance multiple assignments and priorities with precision, demonstrating strong analytical thinking and a proactive, solution-oriented approach in a fast-paced environment
• Demonstrated ability to analyze data, identify trends, and provide recommendations that improve utilization and business performance

Senior Tax Resource Management Specialist

Full-stack Engineer

• Develop and maintain a secure, reliable, and scalable, and efficient platform spanning back-end persistence and compute, APIs, and web applications
• Collaborate with cross-functional teams to design and implement software solutions that meet business requirements
• Conduct code reviews and provide constructive feedback to ensure quality and adherence to best practices
• Mentor and guide engineers, fostering technical growth and development
• Participate in the full software development lifecycle, from requirements gathering through deployment and maintenance
• Troubleshoot and resolve complex technical issues
• Drive continuous improvement of development processes, tools, and engineering practices

Senior Software Engineer

• Preparation and review of tax returns for Individuals, Partnerships, S and C-corporations
• Conduct online tax research
• Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
• Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice strategy, objectives, and budgets
• Build on mentorship capabilities by guiding key talent through constructive criticism and growth opportunities
• Lead and supervise staff by actively managing a pipeline of projects and resources
• Maintain great relationships with clients, understanding their unique needs to provide a tailored service

Tax Supervising Senior, Privately Held Business

Account Manager

• Has direct client contact
• Read and prioritize emails from clients/vendors and take appropriate action
• Approve invoices in accounting software and ensure bills are paid timely on an ongoing basis
• Oversee wire transfers for accuracy and timeliness
• Responsible for cash management, including cash transfers and managing cash balances
• Review clients’ general ledger(s) for accuracy and omissions of unpaid invoices
• Review year-end tax package for tax accountants
• Prepare monthly reports
• Prepare/Review cash flow statement of receipts and disbursements for team lead
• Review Accounts Receivable, as needed
• Collaborate with team lead to prepare and review supporting documents for tax examination
• Assist with clients’ medical insurance reimbursements, as needed
• Assist with team lead for preparation of annual 1099 filings
• Coordinate with third party payroll company to report periodic payroll runs, as needed
• Review payroll tax returns prepared by payroll company to the general ledger
• Review, assist and prepare Tax & License forms
• Collaborate with team lead to prepare credit applications as needed
• Collaborate with team lead in communications with property & casualty insurance brokers, as needed
• Communicate with clients’ vendors to resolve billing inquiries, as needed
• Consistently attend team meetings to be informed of client needs
• Attend client meetings, as needed
• Performs other related duties as assigned.

Account Manager II, Business Management

Manager

• Serve as the primary point of contact for assigned clients, delivering timely, high-quality service
• Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring
• Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail
• Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties
• Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents
• Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables
• Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development
• Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation
• Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery
• Identify opportunities to streamline processes and enhance efficiency across engagements
• Contribute to business development efforts, including proposal preparation and prospective client discussions
• Protect sensitive client information with discretion and professionalism

Family Office Manager

• Serve as the primary client liaison, developing strong, trusted relationships with high‑net‑worth individuals and family stakeholders.
• Read, prioritize, and respond to client and vendor communications; ensure timely and appropriate follow-up.
• Coordinate and participate in client meetings; lead discussions on financial performance, reporting, and planning needs.
• Support business development efforts and contribute to the growth of the Family Office practice.
• Review and approve client invoices and ensure timely bill payments through accounting systems.
• Oversee and validate wire transfers for accuracy, completeness, and timeliness.
• Review general ledgers, bank reconciliations, and cash flow statements for accuracy and completeness.
• Prepare or review financial statements and deliver high-quality reporting packages.
• Review annual 1099 filings, payroll tax returns, and year-end tax packages prepared for tax partners.
• Review and support filings for city business licenses, Secretary of State Statements of Information, and Business Personal Property returns.
• Work closely with team members to prepare supporting documentation for tax examinations and audits.
• Collaborate with property & casualty insurance brokers, including review of coverage, renewals, and workers’ compensation audits.
• Assist with client medical insurance reimbursement processes, as needed.
• Communicate with team members and vendors to resolve billing inquiries.
• Lead or contribute to client-requested projects such as real estate acquisitions or leases, insurance policy reviews, loan applications, investment subscription documents, and other personal or family office matters.
• Identify process improvement opportunities and enhancements to client service delivery.
• Supervise, mentor, and develop team members, providing feedback, coaching, and support for professional growth.
• Manage team capacity, delegate work effectively, and foster a collaborative, high-trust environment.
• Promote best practices, quality control, and adherence to firm processes and standards.

Senior Manager, Family Office

Director

• Serve as the primary relationship lead for complex, multi entity high net worth clients and family offices
• Lead all internal and external client communications with clarity, professionalism, and strategic insight
• Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll coordination, and compliance filings
• Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness
• Provide strategic guidance related to wealth planning, entity structuring, investments, liquidity, insurance, and risk management
• Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure clients receive coordinated, proactive service
• Lead client meetings and participate in special client engagements (e.g., major purchases, loans, insurance reviews, investment subscriptions)
• Oversee the accuracy, timeliness, and quality of all deliverables generated by the family office team
• Ensure compliance with deadlines for tax packages, payroll tax reconciliations, 1099 filings, city business licenses, statements of information, and other regulatory requirements
• Identify opportunities to streamline processes, enhance technology adoption, and drive operational improvements
• Maintain deep technical knowledge of financial reporting, general ledger structure, entity accounting, and family office operations
• Ensure proper use of technology including Sage Intacct (required), Excel, and other practice approved tools
• Lead, mentor, and develop a multi level family office team with an emphasis on coaching, career development, and skill progression
• Align staffing across clients to optimize realization, team development, and service quality
• Promote a culture of collaboration, innovation, and continuous improvement
• Model Armanino’s values and actively support firmwide initiatives, PVAs, and practice growth priorities
• Identify new business opportunities within existing client relationships and through external networks
• Contribute to proposal development, pricing strategies, and onboarding of new clients
• Develop and maintain a market-facing presence that enhances Armanino’s brand in the private client and family office community
• Partner with practice leaders to innovate service offerings and support the long term growth strategy of the Family Office group

Director, Family Office

Consultant

• Collaborating with Armanino and client teams to solve complex business, process, and technology challenges
• Leading and managing cross-functional teams to implement transformation initiatives, including strategy, process improvements, technology adoption, and organizational change
• Conducting process assessments and leveraging best practices, industry research, and competitor insights to drive business objectives
• Experience with Value Stream Mapping (VSM) to develop process maps that inform meaningful business changes and requirements
• Applying design thinking to prioritize strategic initiatives and develop cohesive roadmaps
• Assessing organization structures and operating models to define target-state recommendations
• Evaluating current technology architectures, identifying gaps, and defining future-state strategies with subject matter experts
• Facilitating workshops and stakeholder interviews to develop quantitative and qualitative business cases
• Supporting technology evaluation, selection, and design processes for clients
• Leveraging emerging technologies, including AI, to enhance project delivery and efficiency
• Creating and delivering executive-level and board-level presentations
• Building business cases and ROI models to support recommendations
• Strengthening client relationships, ensuring high satisfaction, and driving additional engagements
• Delivering high-quality projects with strong project management and communication skills
• Partnering with project managers to oversee knowledge sharing, task completion, and stakeholder engagement

Consultant – Strategy and Transformation

• Assisting the Senior Consultant with reviewing and analyzing financial information, accounting records, tax returns, and court pleadings in support of litigation and dispute matters.
• Assisting the Senior Consultant with litigation discovery on document requests.
• Assisting the Senior Consultant with financial modeling and analysis for litigation matters, forensic accounting engagements, and business valuation related disputes.
• Assisting the Senior Consultant with fraud investigations, including embezzlement, financial reporting fraud, Ponzi schemes, health care fraud, and other matters.
• Assisting the Senior Consultant with dispute and litigation consulting matters, including partnership and shareholder disputes, billing disputes, real estate disputes, post-acquisition disputes, IP disputes, trust disputes, lost profit analysis, lost wage analysis, divorce related valuation disputes, gift/estate tax business valuation disputes, contract disputes, eminent domain disputes, unjust enrichment disputes, and other matters.

Consultant – Fraud and Forensics

• Lead projects focused on solving complex business problems, process, and technology problems at our clients.
• Coach and mentor consultants and sr. consultants on projects.
• Design a project plan and be able to adapt to new information or changing client requirements.
• Manage a high quality project ensuring high quality client deliverables, on time projects, overall budget adherence and achievement of high client satisfaction scores.
• Collaborate with internal subject matter experts and client resources as needed to delivery high quality client outcome.
• Conduct current state process assessments across and apply best practices, industry research, and competitor research to achieve defined business objectives.
• Leverage tools and techniques such as Value Stream Mapping (VSM) to develop process maps that can be leveraged to drive measurable change in a clients business and by implementation teams to generate meaningful business requirements and traceability.
• Use design thinking and other techniques to assist clients in the identification, prioritization, and sequencing of strategic business and technology initiatives and synthesize them into a cohesive roadmap.
• Assess organization structures, service offerings, and inter-company processes to define target state organization and operating models.
• Evaluate current state technology architecture assessment across the enterprise, develop gap assessment, and recommend target state with the help of subject matter experts.
• Facilitate workshops and interviews with client stakeholders to generate business cases that are both quantitative and qualitative.
• Facilitate technology evaluation, selection, and design processes on the behalf of clients when appropriate.
• Leverage emerging tools and technologies such as Artificial Intelligence to streamline delivery processes and increase project team productivity.
• Create and deliver executive-level and board-level communications.
• Partner with team and client to build business case and ROI model for completion of recommendations.
• Build great client relationships that result in high customer satisfaction and additional project or recurring work.

Manager – Strategy and Transformation

• Reviewing and analyzing financial information, accounting records, tax returns, and court pleadings in support of litigation and dispute matters.
• Assisting with litigation discovery on document requests.
• Financial modeling and analysis for litigation matters and forensic accounting engagements.
• Playing a key role in fraud investigations, including embezzlement, financial reporting fraud, Ponzi schemes, health care fraud, and other matters.
• Playing a key role in dispute and litigation consulting matters, partnership and shareholder disputes, billing disputes, real estate disputes, post-acquisition disputes, IP disputes, trust disputes, lost profit analysis, lost wage analysis, divorce related valuation disputes, gift/estate tax business valuation disputes, contract disputes, eminent domain disputes, unjust enrichment disputes, and other matters.
• Assisting in the overall engagement and client relationship process including client communication, invoicing, collections, managing budgets, preparing client deliverables, and presenting information to clients.
• Assist with business development efforts including preparing proposals and attending industry and networking events.

Senior Consultant – Fraud and Forensics

• Support tax technology and automation initiatives through change management, training, and adoption execution.
• Execute and coordinate the Tax Change Management program, including deployment, scheduling, and ongoing support.
• Partner with Tax Operations, Q2C, Resource Management, and tax teams to support priority initiatives.
• Develop, maintain, and socialize tax standardization playbooks and best practices.
• Design and deliver training for new tax tools, automated workflows, and standardized processes.
• Work with tax vendors on training curriculum and plans to develop an effective curriculum tailored to different levels in the tax practice.
• Serve as a primary point of contact for end users during rollouts, adoption, and stabilization.
• Lead our local tax change management program and socialize and resolve issues and conflicts with tax leadership.
• Monitor adoption and usage; provide feedback and recommendations to leadership for improvement.

Senior Manager, Tax Technology Change & Enablement

• Preparation and review of tax returns for Individuals, Partnerships, S and C-corporations
• Familiarity with Subchapter K rules
• Ability to identify and research common tax issues that arise in client engagements
• Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
• Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice strategy, objectives, and budgets
• Build on strong coaching skills to mentor key talent