Armanino

Consultant

• 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

Manager

• 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

Tax Supervising Senior, Private Equity

• Develop and deliver Power BI dashboards and reports to support tax and operational insights
• Serve in a hands-on role for a tax professional who enjoys building solutions, working in the details, and bringing ideas from concept to execution
• Rapidly build, iterate, and enhance reporting solutions based on business needs
• Partner with tax and Tax Operations teams to translate requirements into functional visualizations and other automation solutions including automated workpapers
• Support low‑code application and workflow development using Power Platform and others tools
• Maintain, optimize, and document requirements for tax technology assets to be built based on prioritizations from tax technology group
• Track requirements and continuously enhance assets based on feedback from the tax practice and leadership
• Ensure data accuracy, usability, and consistency across reporting solutions
• Support standards and best practices for reporting and low‑code development

Consultant – Fraud and Forensics

Manager – Strategy and Transformation

Senior Consultant – Fraud and Forensics

Senior Manager, Tax Technology Change & Enablement

Tax Supervising Senior, Private Equity

Senior Associate, Tax Technology Analytics – Automation