Armanino

Data Engineer

• Own end‑to‑end reliability of data pipelines across ingestion, transformation, and serving layers.
• Design scalable ELT/ETL pipelines with retry, backfill, and safe reprocessing capabilities.
• Implement monitoring, alerting, and incident response patterns to improve pipeline stability.
• Enforce SDLC best practices (branching strategy, code reviews, CI/CD, release management).
• Establish traceable change management with documented approvals and rollback plans.
• Implement and maintain data quality testing, freshness checks, and anomaly detection.
• Detect and manage schema drift and breaking changes proactively.
• Improve pipeline observability through monitoring of job failures, anomalies, and cost spikes.
• Optimize pipeline performance and warehouse costs through workload tuning and partitioning.
• Track and report on reliability KPIs (e.g., pipeline success rate, SLA adherence, MTTR).
• Develop and maintain runbooks, recovery procedures, and operational documentation.
• Automate common operational workflows such as backfills and dependency management.
• Partner with Analytics Engineering and BI teams to support reliable downstream consumption.
• Collaborate with Platform, Governance, and Security teams on controls and audit readiness.
• Support delivery of incremental releases to improve stability and reduce operational risk.

Senior Data Engineer

• 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

Tax Technology Product Lead

Pre-sales Engineer

• Partner with sales teams to shape and advance data and AI opportunities
• Lead discovery sessions to identify business challenges, data needs, and AI use cases
• Design and present end-to-end solutions using Microsoft Fabric
• Translate technical concepts into clear business value and ROI narratives
• Support proposals, RFPs, and solution scoping
• Guide clients through data modernization and migration strategies
• Define best practices across data modeling, pipelines, and analytics
• Identify and shape AI use cases tied to business outcomes
• Connect data platform capabilities to AI enablement
• Lead client discussions, whiteboarding sessions, and solution presentations
• Build relationships with business and technology stakeholders
• Contribute to AI strategy and roadmap development

Data Analytics & AI Pre-Sales Engineer

Manager

• Oversee all project activities and deliverables, coordinating with clients, internal teams, and Sage Intacct resources to ensure successful outcomes.
• Guide consultants in translating client business requirements into practical solutions through comprehensive analysis, planning, implementation, and evaluation.
• Collaborate closely with project teams to ensure performance expectations are met and exceeded.
• Ensure consistent use of implementation tools and frameworks, while contributing to their ongoing improvement.
• Maintain deep expertise in all Sage Intacct modules to provide effective guidance and leadership.
• Conduct customer-focused webinars and functional knowledge transfer sessions in alignment with methodology standards.
• Build and maintain strong, positive relationships with key client stakeholders to foster client satisfaction and loyalty.
• Serve as a point of escalation for client issues related to consultant delivery, ensuring timely and effective resolution.
• Assist in managing client engagement staffing, billing, collections, and profitability targets.
• Leverage entrepreneurial skills to network and cultivate strong relationships internally and externally, including with clients and the broader professional community.
• Commit to continuous professional growth through individual development and firm-wide learning programs.
• Support the growth and development of team members, helping associates achieve their professional goals.
• Participate in client assessments and roadmap engagements, in addition to traditional program management activities, as appropriate.
• Provide direct supervision, coaching, and mentorship to department staff.

Sage Intacct Manager

Solutions Engineer

• Understanding the client’s needs, demonstrating the product and solution capabilities, scoping services, designing, and proposing delivery options, addressing any objections, and writing contracts and developing proposal options
• Developing and maintaining relationships with both the Armanino technology sales team and our software partner sellers at Sage to collaborate on sales initiatives
• Manage key aspects of sales for new business opportunities from demonstrations and scoping through proposal writing and contract negotiations
• Continuously build and maintain a robust pipeline and opportunities
• Actively participate in marketing initiatives to generate leads including webinars, tradeshows, industry events, etc.
• Participate in the domain technical and business discussions relative to project solution and direction
• Ensure that proposed solutions and business processes are aligned with organizational goals and objectives

Presales Solution Architect – Sage Intacct

IT Support

• Manage the engagement and workflow of all client deliverables for multiple clients and engagements
• Identify and resolve accounting and audit technical issues impacting the engagement
• Leads the engagement planning process in terms of timing, risk assessment, reliance on internal controls, audit or other engagement approach
• Determine and approve staffing and other resource needs, and related engagement work schedules
• Review engagement work papers and related deliverables to ensure that firm and professional standards are met
• Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics
• Participate in the peer review process
• Continually build on technical expertise in accounting, financial reporting and audit methods by attending continuing professional education courses
• Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions
• Coordinate and monitor the services provided by other departments and niches
• Keep the partner informed about client updates, engagement and budget to actual status, and technical issues
• Assist in developing fee quotes and budgets
• Preparation of client billings and collection of outstanding accounts
• Utilize assurance department methodologies, processes and tools to enhance assurance engagement efficiencies and overall client profitability
• Developing into a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions

Audit Manager, EBP

• Preparation of individual, trust, gift, partnership, corporate, S-corporation tax returns, extensions and quarterly estimates
• Reconcile retained earnings, analyze general ledgers and accurately prepare appropriate journal entries
• Prepare year-end individual tax projections and year-end close-outs of loan-out corporations
• Expand technical skills in tax areas relevant to the Entertainment Industry and high net worth individuals and families
• Review federal and state tax notices received by the client and correspond with the taxing authorities in response to the notices
• Assist with compiling information in preparation of governmental audits
• Prepare financial statements for high net worth clients including recording investment activities from brokerage accounts.
• Manage time efficiently and handle multiple tasks simultaneously with minimal supervision
• Develop strategic tax planning and research skills
• Develop administrative, professional and interpersonal skills to better service clients
• Develop communication skills to convey tax issues to non-tax professionals and clients
• Performs other related duties as assigned.

Senior Associate, Business Management, Tax Services

• Preparation and review of Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities.
• Accounting work needed for tax returns
• Develop and nurture long-term relationships with client
• Develop solutions for clients and champion the implementation of ideas
• 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
• Anticipate, identify and resolves complex assignment issues
• Seek regular client assessment of assignment progress and overall feedback on performance
• Manage groups to ensure profitability in the short and long term
• Support the partner team 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 unit strategy, objectives, and budget
• Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development
• Build on strong coaching skills to mentor key talent
• Share and transfer knowledge and skills to the team
• Engage in ongoing personal development in line with the competency model
• Working and supporting tax teams in the Dallas, Irvine, Los Angeles and New York City area.
• Performs other related duties as assigned.

Senior Associate, Business Management Tax Services

Accounting Manager

• Oversee accounting operations for asset management companies and affiliated corporate structures
• Maintain the general ledger including journal entries, reconciliations, accruals, prepaid expenses, amortizations, and allocations
• Ensure accurate accounting for management fees, incentive fees, cost reimbursements, and intercompany transactions
• Manage shared service cost allocations across funds and entities in accordance with governing agreements
• Lead monthly, quarterly, and annual close processes for the engaged management company entities
• Prepare and review GAAP‑compliant financial statements, including balance sheet, income statement, and cash flow reporting
• Assist clients with creation of annual budgets, cashflow forecasting, headcount modelling, and expense management initiatives as needed
• Prepare variance analysis and actual vs budget reporting to provide insights to clients
• Assist clients with liquidity forecasting, accounts payable/payment scheduling
• Coordinate intercompany funding, capital contributions, and reimbursements
• Serve as primary accounting contact for external auditors and tax advisors related to management company entities
• Prepare audit schedules, support annual financial statement audits, and respond to audit inquiries
• Coordinate with tax providers on corporate, partnership, and state filings
• Ensure compliance with internal controls, accounting policies, and regulatory requirements
• Identify opportunities to improve accounting processes, automate workflows, strengthen controls, and document procedures
• Partner with fund accounting, operations, and FP&A teams to ensure consistency across the organization
• Manage, mentor, and develop senior accountants and staff accountants supporting management company accounting
• Review work product for accuracy, completeness, and timeliness
• Foster a culture of accountability, collaboration, and continuous improvement

• Manage and develop direct reports, providing coaching, mentoring, and performance feedback to ensure professional growth and development.
• Implement short-term strategies to achieve departmental goals and objectives.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Review Corporate, Partnership, Trust, and Individual tax returns for entertainment industry professionals, athletes, high net worth, and family office clients, and all their related entities.
• Conduct online tax research and provide solutions to complex tax issues.
• Oversee accounting work necessary for tax returns.
• Develop and nurture long-term relationships with clients, serving as their trusted advisor.
• Champion the implementation of innovative solutions to meet client needs.
• Review and confirm assignment objectives, scope, and work plan with clients.
• Identify assignment resource requirements and ensure the appropriate resources are assigned to specific roles.
• Anticipate, identify, and resolve complex assignment issues.
• Seek regular client assessment of assignment progress and overall feedback on performance.
• Manage groups to ensure profitability in the short and long term.
• Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements.
• Assist in the development and planning of practice unit strategy, objectives, and budgets.
• Identify and develop new initiatives to increase retention, meet resourcing needs, utilization, and people development.
• Share and transfer knowledge and skills to the team.
• Engage in ongoing personal development in line with the competency model.
• Work and support tax teams in the Dallas, Irvine, Los Angeles, and New York City areas.

Manager, Business Management, Tax Services

Consultant

• Independently manage end to end investor onboarding and maintenance, including collection, review, and validation of governing and due diligence documents through Anduin and external counsel coordination.
• Own the accuracy and integrity of investor records across systems (Investran, investor portals, document repositories), ensuring data is complete, compliant, and audit ready.
• Track and reconcile investor transactions including capital calls, distributions, subscriptions, redemptions, and transfers; proactively identify and resolve discrepancies.
• Build, maintain, and enhance investor reporting and metrics (e.g., investor type, location, trends) to support client and leadership insights.
• Serve as a primary escalation point for investor and client inquiries related to onboarding, reporting, statements, audit needs, and portal functionality.
• Communicate clearly, professionally, and proactively with fund clients, LP investors, outside counsel, and internal teams.
• Anticipate investor and client needs, providing timely updates and solutions with minimal direction.
• Partner cross functionally with accounting, treasury, and fund administration teams to ensure seamless coordination of LP information and money movements.
• Collaborate with team leaders and senior stakeholders to streamline, standardize, and improve investor relations processes.
• Provide structured insights, updates, and recommendations to senior management on investor trends, risks, and client service opportunities.
• Effectively manage multiple priorities and deadlines in a fast paced, client driven environment.
• Adapt quickly to changing client requirements, fund events, and operational priorities.
• Actively contribute to department initiatives and continuous improvement efforts based on hands on experience and data driven observations.

Senior Investor Relations Consultant

Platform Engineer

• Own Azure DevOps pipelines (YAML or classic) for data/AI workloads (Fabric/Synapse, ADF, Databricks, APIs), infrastructure automations, and Dynamics/Power Platform ALM.
• Implement environments, approvals, variable groups, artifact/versioning, rollback strategies, and Key Vault integration.
• Establish branching & PR policies, quality gates, and reusable pipeline templates/runbooks that reduce toil and cycle time.
• Lead landing zone and environment strategy across subscriptions/resource groups (naming, tagging, policies/guardrails).
• Oversee networking & connectivity (VNets, Private Endpoints, Firewall, hybrid links), identity & access (Entra ID, RBAC, PIM, Conditional Access), and platform services (Storage/ADLS, Key Vault, Event Hub, Functions, API Management).
• Drive observability (Azure Monitor, Log Analytics, App Insights, KQL), SLOs/error budgets, alert hygiene, and incident response/postmortems.
• Partner with Finance on FinOps by providing technical usage insights, budgets/alerts, and optimization data, without owning reconciliation.
• Drive adoption of Microsoft Cloud assets with a focus on best-practice implementation and long-term scalability.
• Architect secure patterns for Microsoft Fabric/Synapse/Lakehouse, ADF orchestration, and Databricks (jobs, clusters, secrets).
• Enable ML/AI/GenAI delivery: model/package promotion, MLOps (MLflow/registry), AI Search/vector stores, Azure OpenAI integration, and data protection (PII, RLS/CLS).
• Perform design reviews with Data Engineering and Analytics to ensure performance, resiliency, and governance.
• Own CSP technical and support operations across all Microsoft Cloud subscriptions: Azure, Microsoft 365, Dynamics 365, Power Platform, and Security/Compliance.
• Manage customer/tenant onboarding to our customer-facing CSP portal, licensing setup, and subscription lifecycle support in Partner Center.
• Implement secure access patterns (GDAP, Azure & M365 Lighthouse, delegated administration) and maintain least-privilege controls.
• Build and maintain operational runbooks, automation, and monitoring for CSP activities via Partner Center APIs and tools.
• Provide technical insights to Finance for cost visibility and optimization but leave billing/reconciliation to Finance.
• Support customer trust through incident handling, audit readiness, and compliance with Microsoft program requirements.
• Ensure correct CPOR, DPOR, and PAL associations are set up for all client-facing environments, working closely with Armanino's Sales teams, internal Microsoft Program Manager and AI Practice lead to guarantee accurate partner attribution for Microsoft incentives and compliance.
• Maintain leadership on Dynamics 365 & Power Platform ALM: solution control, environment strategy (dev/test/uat/prod/sandbox), wave planning, and Synapse Link/Fabric integration guardrails.
• Align change management with business cadence and coach systems engineering on day-to-day execution.
• Implement automation strategies to enhance efficiency across Dynamics products.
• Manage the Cloud & AI Platform Engineer (prioritization, growth, and delivery outcomes).
• Coach Systems Engineering on SOPs/runbooks, reliability engineering, and continuous improvement.
• Lead operational reviews; set goals for deployment success rate, MTTR, and automation coverage.
• Own the strategy and governance for all lab and development environments across Microsoft Cloud services, ensuring secure access, compliance with policies, and alignment to enterprise guardrails.
• Implement controls for isolation, least-privilege, cost containment, and lifecycle management of non-production environments.

Senior Data & AI Platform Engineer

• Support day-to-day operations for cloud data platforms (workspace/project setup, access requests, basic configuration, troubleshooting).
• Assist with platform hygiene: organizing environments, documenting standards, and improving repeatability.
• Help implement and maintain guardrails (naming/tagging conventions, access patterns, basic cost awareness).
• Contribute to CI/CD workflows for data and analytics assets (pipelines, jobs, semantic models, reports), under mentorship.
• Help maintain reusable templates/checklists for deployments (approvals, promotion steps, rollback notes, release documentation).
• Assist teams with onboarding and “how-to” enablement across a core platform (Fabric or Snowflake or Databricks) plus a BI tool (Power BI or Tableau).
• Support basic performance triage (query/job failures, refresh issues, common workspace capacity constraints) and escalate effectively when needed.
• Help build and maintain runbooks (standard operating procedures, known issues, quick fixes, escalation paths).
• Participate in incident response support (triage, notes, follow-ups) and contribute to preventative improvements.
• Follow and reinforce least-privilege access practices and secure secret handling (e.g., Key Vault/secret scopes where applicable).
• Assist with data governance basics (PII handling expectations, row-level access concepts, environment separation).

Data & AI Platform Engineer

• Perform consulting services for implementation projects in the areas of documentation, configuration, testing, and issue tracking
• Perform support services to existing clients.
• Develop appropriate peer-level relationships with clients, interact with the client project team regarding task status, and represent the company via formal and informal client contact
• Configure, customize, and test systems based on the customer requirements
• Develop and assist academy led training with content and expertise
• Learn and utilize Armanino implementation standards and tools/documents
• Write and maintain programming and project documentation based on provided specifications
• Support end-user and system administrator training in remote formats
• Understand and use configuration/programming and documentation best practices
• Continuously improve knowledge through research and self-study
• Identify and make recommendations to improve processes, methodologies, and best practices
• Attain product certifications as necessary

Business Central Consultant

• Perform consulting services for Business Central projects in the areas of documentation, configuration, testing, and issue tracking
• Work with clients and provide exceptional customer service and support on implementation.
• Develop and maintain relationships with clients, interact with the client project team regarding task status, and represent the company via formal and informal client contact
• Configure, customize, and test systems based on the customer requirements
• Develop and assist academy led training with content and expertise
• Learn and utilize Armanino implementation standards and tools/documents
• Write and maintain programming and project documentation based on provided specifications
• Support end-user and system administrator training in remote formats
• Understand and use configuration/programming and documentation best practices
• Continuously improve knowledge through research and self-study
• Identify and make recommendations to improve processes, methodologies, and best practices
• Willingness to take part in company trainings and obtain certifications as necessary