Managing Director, Strategic Tax Operations & Workforce Transformation

armaninollp; New York (NY); On-site; USD 200,000 - 350,000; Full time

Job summary

Armanino LLP is seeking a Strategic Tax Operations & Workforce Transformation Leader to design and build the Tax workforce of the future. You will partner across Operations, Tax Tech, Learning & Development, and Practice Leadership to implement AI-enabled delivery while safeguarding client relationships and quality.

Reporting to Tax Business Unit Operations Leader, this role drives design, adoption, and governance of transformed processes, roles, and measures to optimize capacity and margin.

Qualifications

• 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.

Responsibilities

• Own the future-state Tax workforce model, including how professionals and AI share work across compliance, review, advisory, and client service.
• Define 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.
• 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.
• 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.
• 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.
• 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.
• Define measures covering adoption, capability, capacity, margin impact, quality, employee experience, and client experience.

Skills

Leadership

Strategy

Operations management

Cross-functional collaboration

Education

Bachelor's degree

Job description

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 Quali