Managing Director, Strategic Tax Operations & Workforce Transformation

Location: New York City, New York (Madison Ave.)

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

The Strategic Tax Operations & Workforce Transformation Leader designs and builds the Tax workforce of the future. Reporting to the Tax Business Unit Operations Leader, this leader is accountable for workforce design, process and role redesign, capability building, implementation leadership, and sustained adoption across the Tax business.

This role connects Operations, Tax Technology, Learning & Development, Resource Management, Growth Enablement, Business Analysis, Quality & Risk Management, and practice leadership to capture the benefits of AI and automation while protecting client relationships, professional judgment, quality, and the employee experience.

Job Responsibilities

• Workforce of the Future Strategy
• Own the future-state Tax workforce model, including how professionals and AI share work across compliance, review, advisory, and client service.
• Define the roles, skills, capacity model, and career paths required in an AI-enabled delivery environment.
• Build and implement a practical transition plan from the current workforce model to the future state without disrupting quality or client relationships.
• Process and Role Redesign
• Lead end-to-end redesign of priority Tax processes, from intake and staffing through delivery, review, billing, and client interaction.
• Redesign roles so professionals spend more time on judgment, relationships, growth, and higher-value work.
• Translate future-state concepts into implemented workflows, decision rights, role charters, operating standards, and measurable changes in practice.
• Training and Capability Building
• Develop a future-focused curriculum across tax technical skills, professional skills, client service, leadership, technology, and AI fluency.
• Define capability expectations by level and role, then partner with Learning & Development and practice leaders to deliver the curriculum.
• Measure whether learning changes behavior, adoption, quality, and business performance.
• AI Enablement and Adoption
• Drive practice-side adoption of AI, automation, and enabling technology so the business realizes measurable capacity and margin benefits.
• Partner with Tax Technology on use-case prioritization, requirements, pilots, rollout, and continuous improvement.
• Preserve appropriate professional judgment, review, risk management, and client connection as automation expands.

Change Enablement

• Own the change-management approach for Tax workforce transformation and equip leaders to communicate the reason for change, expectations, and benefits.
• Sequence initiatives to reduce change fatigue and establish feedback loops that identify adoption barriers early.
• Lead implementation across functions and practices, reinforcing new ways of working until adoption is sustained.
• Measurement and Governance
• Define measures covering adoption, capability, capacity, margin impact, quality, employee experience, and client experience.
• Establish a regular reporting and decision cadence with the Tax Business Unit Operations Leader, Practice Leader, and Tax Leadership Team.
• Maintain a prioritized roadmap with clear owners, milestones, dependencies, risks, decisions, and realized benefits.

Requirements

• Bachelor's degree required; advanced degree or relevant professional credential preferred.
• 15+ years of experience in professional services operations, transformation, workforce strategy, organizational design, or a comparable complex organization.
• Demonstrated record of implementing large-scale change, not only designing it, across a matrixed, multi-region environment.
• Strong understanding of professional services delivery economics and operating models, with practical fluency in AI and automation applied to knowledge work.
• Sufficient Tax or professional services credibility to influence senior practitioners and leaders.
• Ability to align operations, technology, learning, people, and practice leadership around a common roadmap without relying solely on direct authority.
• Builder and implementer mindset with a bias for action, measurable outcomes, sound judgment, and comfort operating through ambiguity.
• Ability to balance innovation, quality, risk, client relationships, and employee experience.

Preferred Qualifications

Transformation, change-management, workforce-design, or technology credentials.

Experience redesigning professional-services delivery models and roles for an AI-enabled environment.

Experience partnering with technology, Learning & Development, Resource Management, Operations, Quality & Risk Management, and senior practice leaders.

“Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.

Certain states require us to disclose the pay range and benefits summary for job openings. For New York residents the compensation range for this position: $$211,200-$287,700. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.