Armanino

• Perform technical review of engagement work papers and tax returns as it relates to Individuals, Partnerships, S and C-corporations
• Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment
• Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries
• Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors
• Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
• Assist or lead new business development opportunities
• Identify and pursue potential extended services for existing clients
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
• Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
• Keep current with tax law changes and provide updates and training to the firm’s tax practice members
• Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations

Tax Senior Manager, Privately Held Business

Business Development Rep

• Own net-new logo acquisition for the Audit & Attest (A&A) business unit in the Southeast or New York Metro region by originating, qualifying, and progressing new opportunities from first contact through close, partnering with A&A leadership and partners for solutioning and executive sponsorship.
• Identify and engage prospective clients, build relationships, understand business challenges, and present tailored solutions that align with their needs.
• Build awareness of Armanino’s full suite of services to expand client bundling opportunities with Consulting, Tax, CFO Advisory, Business Outsource Accounting, and Strategy & Transformation services.
• Manage the full sales cycle, including prospecting, qualification, solution scoping, proposal development, while coordinating with audit & attest partners.
• Research and qualify leads, continuously building and managing a healthy pipeline of opportunities.
• Actively participate in marketing and brand-building initiatives, including webinars, trade shows, and industry events.
• Collaborate with practice leaders and subject matter experts to design compelling client solutions and proposals.
• Communicate effectively with prospects, clients, and internal teams via phone, email, networking, and in-person interactions.
• Work collaboratively in a team-oriented, high-growth environment.

Director of Business Development

Consultant

• Supervise, plan, and execute client engagements from start to finish, including engagement planning, field work, and reporting.
• Lead a team of staff members under supervision of a manager and/or above and communicate externally and internally for engagement status and related issues on a timely basis.
• Continuously monitor status of assigned area, ensure resolution of open questions, issues, and/or document requests, and meet deadlines.
• Demonstrate an understanding of complex workpaper preparation.
• Continue to develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze and communicate with both the engagement team and client personnel in a professional, productive and efficient manner.
• Develop understanding of clients’ business processes, evaluate design and/or operating effectiveness of internal controls, and identify control exceptions and potential points for improvement.
• Prepare and/or update business process flowcharts, control risk matrices, and control description as needed.
• Assist management with risk assessment, scoping analysis, design of controls for SOX implementation engagements.
• Assist with preparing meeting slides for communication with client management.
• Research and analyze pertinent client, industry and technical matters.
• Develop understanding of client businesses related to assigned areas.
• Understand and comply with the firm’s quality control policy.
• Perform testing of more complex areas, timely review staff workpapers and provide constructive feedback.
• Coach team members and clients on areas including documentation, IPE etc.
• Continuously learn to expand technical expertise related to SOX, internal audit, IT general controls, and applicable accounting standards, and develop leadership skills.

Senior Consultant, Business SOX IA

Analytics Engineer

• Serve as a technical bridge between analytics needs and warehouse implementation decisions, working closely with the Data Warehousing team to design and implement data models in Microsoft Fabric
• Contribute directly to data model development (SQL / Python), building and maintaining Fabric notebooks for transformations, enrichment, and business logic
• Validate data outputs, logic correctness, and alignment with business rules before models are surfaced for reporting
• Design and maintain Power BI semantic models on top of curated Fabric tables, ensuring models follow best practices for schema design, reusability across reports, and clear metric definitions
• Support the shift from reporting to insights, enabling enhanced and efficient self-service capabilities to end users
• Act as an analytics partner to stakeholders submitting reporting and data requests, translating business questions into actionable information
• Facilitate working sessions between stakeholders and technical teams to align on definitions, assumptions, and outputs
• Follow and contribute to established modeling patterns, naming conventions, and governance standards
• Use Git for version control, peer review, and controlled changes
• Help test, validate, and document changes before they are released to production
• Support continuous improvement of analytics processes, handoffs, and communication between teams

Tax Senior Manager, Privately Held Business

Director of Business Development

Senior Consultant, Business SOX IA

Senior BI & Analytics Developer