Armanino

Support Engineer

• Respond to technical requests in person or electronically
• Diagnose and resolve issues related to hardware and software
• Install, configure, and troubleshoot Windows 11 laptops, network issues, mobile devices, and applications
• Maintains passwords, data integrity, and ensure file security within the desktop environment
• Advise user on appropriate action
• Follow standard service desk procedures
• Maintain strong documentation
• Redirect problems to appropriate resource
• Identify and escalate situations requiring urgent attention
• Track and route incidents, problems, and requests and document resolutions
• Research questions using available information resources
• Stay current with system information, changes and updates
• Maintain conference room equipment
• Manage onsite inventory
• Maintain high level of customer service and communications in person and remote

IT Support Technician

• Oversee and manage tax controversy matters, including audits, appeals, penalties, collections, and litigation support
• Develop and implement strategies to resolve tax disputes efficiently and effectively
• Represent clients in tax audits, appeals, and tax authority collections matters
• Conduct thorough research on tax laws and regulations to support tax positions
• Collaborate with internal teams and external advisors to provide comprehensive tax solutions
• Stay up-to-date with changes in tax laws and regulations and assess their impact on the organization
• Manage multiple projects, ensuring timely and accurate completion
• Provide guidance and support to junior tax staff and assist in their professional development

Tax Senior Manager, Tax Controversy

• Review and coordinate preparation of tax returns as it relates to Individuals, Partnerships, S and C-corporations
• Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities
• Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
• Review and confirm assignment objectives, scope and work plan with client
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
• Analyze billing and assist with accounts receivable collections from clients
• Assist with new business development, extended service and tax issue recognition for existing clients
• Seek regular client assessment of assignment progress and overall feedback on performance
• Coach and mentor staff and seniors on client engagements and career path

Tax Manager – Privately Held Business

Data Engineer

• Design, build, and maintain scalable ERP data pipelines for platforms such as Workday and enterprise systems
• Own end‑to‑end lifecycle of ERP data pipelines (ingestion → transformation → delivery)
• Support data conversion and migration initiatives (e.g., M&A, system integrations)
• Ensure pipeline reliability, recoverability, and stable production operations
• Troubleshoot pipeline failures and resolve root causes of data defects and operational issues
• Partner with business analysts and stakeholders to translate requirements into data solutions
• Implement and enforce SDLC best practices (version control, code reviews, CI/CD, release management)
• Develop and maintain data quality controls (freshness, completeness, anomaly detection, schema management)
• Detect and manage schema drift and downstream data issues proactively
• Build and maintain monitoring, alerting, and observability for data pipelines
• Optimize performance, scalability, and cost of data workloads
• Track operational KPIs (e.g., pipeline success rates, SLAs, incident trends, recovery times)
• Create runbooks, documentation, and audit‑ready operational processes
• Collaborate with data governance, security, and compliance teams on controls and data access
• Support analytics, reporting, and integration teams with reliable, well‑governed datasets
• Communicate effectively with technical and non‑technical stakeholders and escalate risks early

Senior ERP Data Engineer

Business Intelligence Analyst

• Develop, maintain and deploy Self-service BI scalable, persona-based dashboard reports using Power BI and other BI tools
• Understand and execute on Business Stakeholders’ requirements to execute on designing dashboards and reports to meet the Business need
• Partner with business leaders to educate and train end-users on Self-Service of data needs via Dashboards
• Promote best practices in design and formula structure across the firm’s existing and future dashboards
• Perform data profiling, validation, and exploratory analysis to uncover data anomalies and inconsistencies; escalate and partner with stakeholders to help resolve issues improving Dashboard data quality
• Interface with IT and Datawarehouse Owners to validate data quality and promote improvements to existing data management practices
• Optimize data models and DAX queries for performance and scalability
• Monitor report usage and performance, optimizing query speed, efficiency, and usability
• Support, improve, and enforce data governance and reporting standards
• Contribute to documentation, training, and user enablement, helping non-technical stakeholders interpret dashboards and leverage insights effectively
• Promote continuous improvement through training, process optimization, and innovation

Manager – Business Intelligence

Consultant

• Lead and deliver business valuation projects for the following purposes: financial reporting purposes (ASC 805/ASC 350), gift and estate tax, 409A/ASC 718, management planning, litigation support, and/or M&A.
• Participate in all aspects of valuation projects from the initial proposal preparation through project completion.
• Develop and utilize financial models (such as the Discounted Cash Flow, Option Pricing Method, and Black Scholes model) to arrive at value indications.
• Exposure to complex securities (earnout, convertible debt, profit interest etc.)
• Identify, assess, and analyze comparable public/private companies and transactions to derive valuation multiples.
• Compose narrative reports in support of valuation analyses.
• Train and guide analysts and review their work to ensure quality control.
• Research and analyze market conditions and trends to develop valuation opinions.
• Perform SAS 73 review of valuations done by other valuation firms.

Senior Consultant – Valuation

Manager

• Lead the execution and review of complex securities valuation projects for financial reporting, tax reporting, and management decision-making purposes, including convertible debt, contingent consideration, equity compensation, TSR awards, debt, swaps, and embedded derivatives
• Develop, customize, and interpret valuation models including PWERM, binomial lattice, Monte Carlo simulation, Black-Scholes frameworks, and other option-pricing and scenario-based models
• Independently analyze legal and financial agreements (derivatives, options, warrants, and other instruments) to identify key valuation inputs and appropriate methodologies
• Manage multiple concurrent engagements, ensuring quality, budget adherence, and timely delivery
• Take ownership of internal initiatives, process improvements, and key performance metrics within the practice.

Manager – Valuation, Complex Securities

• Identify areas within tax compliance, reporting, and planning that are ideal for process standardization and automation
• Collaborate with internal stakeholders to understand business needs and translate them into functional automation requirements
• Partner with IT Engineering on the design, testing, and implementation of automated workflows using RPA, AI, and other tools
• Serve as the business-side project lead on assigned automation initiatives, helping define scope, prioritize tasks, and coordinate cross-functional input
• Assist in testing, validating, and implementing automation solutions in collaboration with the Engineering team
• Coordinate user acceptance testing (UAT), training sessions, and documentation efforts for automated processes
• Support the evaluation and implementation of tax technologies, including data analytics tools and reporting solutions
• Work closely with the IT and Tax teams to ensure new automation tools align with current systems and workflows
• Help develop materials and lead training sessions to support adoption of new tools and processes within the tax department
• Act as a change agent by promoting a culture of innovation and continuous improvement
• Assist in tracking KPIs and metrics to measure the impact and effectiveness of automation projects
• Provide regular updates to leadership and key stakeholders on progress, issues, and opportunities

Tax Technology Manager

• Lead tax due diligence, acquisition/disposition structuring, and modeling for buy-side and sell-side transactions.
• Lead and prepare due diligence reports, structuring decks, and coordinate with internal Armanino team and foreign offices for domestic/ cross-border transactions.
• Lead complex tax research initiatives, draft technical memorandums, and contribute to tax-planning strategies.
• Support proposals and business development, including the development of marketing technical materials.
• Write and co-author technical articles for publication.

Tax Director – M&A

Security Analyst

• Own and drive ISO 27001 certification efforts, including risk registers, nonconformities, and corrective actions
• Support SOC 1 Type 2 audit readiness and remediation initiatives
• Lead Quality Management System (QMS) audits
• Support Data Loss Prevention (DLP) initiatives and assessments
• Assist with Vendor Security Management Program activities
• Evaluate and monitor security technologies (e.g., firewalls, endpoint protection, IDS, VPN, MFA)
• Validate system configurations for compliance with security standards
• Monitor server logs, network traffic, and security alerts
• Analyze findings and recommend remediation actions
• Assess and implement security patches, upgrades, or reconfigurations
• Support Windows infrastructure environments (e.g., Active Directory, Group Policy)
• Apply cloud security best practices across enterprise systems
• Maintain awareness of privacy and security frameworks (e.g., ISO 27701)
• Mentor junior cybersecurity staff and collaborate with senior team members
• Independently manage compliance projects and initiatives
• Report project status and compliance progress to leadership

Senior Cybersecurity Analyst

Director

• Collaborate with clients to understand their business requirements and translate them into effective Workday HCM solutions.
• Configure and implement Workday HCM modules, including Core HR, Compensation, Benefits, Recruiting, Talent, Absence, and Time Tracking based on client needs.
• Lead workshops and gather business requirements, process flows, and system design documentation.
• Conduct fit-gap analysis to identify areas of customization and develop solutions to address client-specific requirements.
• Advise clients on best practices for Workday HCM implementation and provide recommendations for system optimization.
• Design and build Workday reports, dashboards, and analytics to meet client reporting needs.
• Support client and data conversion teams in converting legacy data into Workday.
• Support integration teams in helping configure and test integrations between Workday and other systems.
• Assist in defining testing strategies, creating test scripts, and conducting system testing.
• Provide end-user training on Workday HCM functionality and assist with change management activities.
• Troubleshoot and resolve issues during the implementation and post-implementation phases.
• Stay updated on the latest Workday releases, features, and functionality, and share knowledge with the team.
• Contribute to the continuous improvement of internal processes, tools, and methodologies.
• Assist in pre-sales activities, including participating in demos, proposals, and client presentations.

HCM Director

• Strategic Client & Market Leadership
• Elevate Brand Visibility - Speak at industry conferences, contribute to white papers, and maintain a robust network of influencers and alliances.
• Shape Go-to-Market Strategy - Define service offerings, pricing models, and partner ecosystems.
• Business Development - Identify and pursue new business opportunities and lead business development efforts.
• Cultivate Trusted Partnerships - Establish and deepen relationships with executive sponsors.
• Drive Customer Outcomes - Collaborate with clients to define objectives, KPIs, and success metrics.
• Expand & Renew Revenue - Identify new opportunities within existing accounts.
• Own P&L for Client Portfolios - Manage project scoping, budgeting, staffing, and financial performance.
• Ensure Quality & Innovation - Leverage proven methodologies and emerging technologies to solve complex problems.
• Risk & Issue Management - Proactively identify project risks and navigate challenges.

D365 FSC Director

Accounting Manager

• Oversee day‑to‑day accounts payable operations for domestic and global professional services clients
• Manage invoice intake, coding, approvals, and payment processing (checks, ACH, wires)
• Ensure accurate invoice entry and matter/cost coding within ProLaw
• Monitor AP aging and resolve vendor issues in a timely manner
• Maintain and optimize AP workflows and system configurations within ProLaw
• Oversee vendor setup, including payment terms and tax classifications
• Partner with Finance Systems and IT to troubleshoot issues and support system enhancements
• Supervise, train, and mentor AP staff to ensure accuracy, efficiency, and adherence to best practices
• Assign workloads, monitor performance, and support team development
• Establish and enforce internal controls, policies, and AP best practices
• Ensure compliance with audit requirements, firm policies, and 1099 reporting
• Support internal and external audits by providing documentation and analysis
• Serve as primary point of contact for vendor inquiries and issue resolution
• Collaborate with attorneys and administrative staff on expense coding and approvals
• Reconcile AP subledger to the general ledger and support month‑end and year‑end close
• Prepare AP reports and analyze data to identify trends and process improvements

Accounts Payable Supervisor, Professional Services Outsourcing

• 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.

Manager, Family Office

Administrative Assistant

• Manage complex calendars, coordinate meetings, and schedule appointments
• Arrange travel and conference registrations
• Prepare and edit Microsoft Office documents (Excel, Word, PowerPoint)
• Process expense reports accurately and in a timely manner
• Point of contact for visitors and manage incoming/outgoing communications for assigned Executive(s)
• Provide event planning support for internal and external meetings
• Assist with special projects, ensuring confidentiality and discretion