Armanino

Solutions Engineer

• Architect and deliver Microsoft 365 Copilot and Gemini for Google Workspace end-user enablement and adoption services
• Lead use case discovery and vetting for agentic AI; design and build Microsoft Copilot Studio Agents, Azure AI (Foundry), and Google Gems and Notebook LM solutions
• Assess and deliver technical and data readiness for AI adoption, including identification and mitigation of data oversharing risks in Microsoft 365 Copilot
• Design and implement modern workplace solutions leveraging Microsoft 365 services such as SharePoint Online, Viva, and Power Platform
• Oversee customer migrations to Microsoft 365 environments and ensure seamless adoption
• Manage and mentor a team of architects and engineers, driving excellence in delivery and professional growth
• Support pre-sales activities by developing multi-option proposals, effort estimators, and statements of work
• Provide thought leadership and serve as a technical lead on AI and modern workplace projects, ensuring quality and client impact
• Support pipeline management by maintaining CRM hygiene, tracking opportunity progress, and ensuring momentum of deals through the pre-sales cycle
• Partner with sales and business development teams to advance opportunities, bringing technical credibility and solutioning expertise to client discussions
• Engage with C-level executives to present solutions, lead discussions, and address technical inquiries
• Represent Armanino through thought leadership at industry conferences, technology events, and client forums

AI Solution Architect

• Preparation 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
• Communicate with engagement team to ensure all relevant information is collected or addressed while managing competing priorities
• 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

Tax Associate, Real Estate

Financial Planning and Analysis

• Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information
• Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients
• Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K’s and proxy statements
• Assist in the in the design and implementation of new accounting policies and procedures
• Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes
• Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation
• Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting
• Lead and manage projects while coordinating directly with clients
• Foster proactive working relationships with clients and cross-functional departments
• Supervise and mentor staff or make timely and effective performance feedback and training
• Travel – up to 25%.

Manager, Finance and Accounting Advisory Services

• Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information
• Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients
• Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K’s and proxy statements
• Assist in the design and implementation of new accounting policies and procedures
• Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes
• Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation
• Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting
• Lead and manage projects while coordinating directly with clients
• Foster proactive working relationships with clients and cross-functional departments
• Supervise and mentor staff or make timely and effective performance feedback and training

Senior Manager, Finance and Accounting Advisory Services

• Perform technical review of partnership and corporation tax returns.
• Coach others and encourage them to take ownership of their personal development
• 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
• Provide consultation on business and/or individual tax transactions (if applicable), the related tax implications, consequences, and treatment
• Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries

Tax Senior Manager, Private Equity

• 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

Manager

• Has direct client contact.
• Reads and prioritizes emails from clients and vendors and take appropriate action.
• Approves clients’ invoices in accounting software and ensure bills are paid timely on an ongoing basis.
• Oversees wire transfers for accuracy and timeliness.
• Reviews clients’ general ledger(s) for accuracy.
• Reviews Bank Reconciliations.
• Reviews cash flow statement of receipts and disbursements for team lead.
• Reviews preparation of annual 1099 filings.
• Reviews year-end tax package for tax accountants.
• Reviews payroll tax returns prepared by payroll company to the general ledger.
• Reviews and assists with Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.
• Prepares/Reviews Financial Statements.
• Coordinates client meetings, as needed.
• Collaborates with team to prepare supporting documents for tax examination, if applicable.
• Collaborates with property & casualty insurance brokers (i.e. review annual rates and coverage, worker’s compensation audit), as needed.
• Communicates with team to resolve billing inquiries (telephone company, cable, etc), as needed.
• Assist with clients’ medical insurance reimbursements, as needed.
• Participates in special projects upon client requests, such as buying/leasing a house/automobile, review insurance policies, complete subscription documents for new investments, complete loan applications, etc.
• Participates in business development, as needed.