Aardvark Tax Advisors, LLC, is the fast-growing accounting practice of Cynch AI, with offices located in the SF Bay Area. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous improvement, we are seeking experienced Tax Associates to join our dynamic team and help deliver the exceptional client service we strive to provide. If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you.
Job Overview
Tax Senior Managers are responsible for ensuring the delivery of high-quality tax services to clients. This individual will work closely with a team of tax professionals and our client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the practice’s tax practice. The ideal candidate is a CPA with 10+ years of experience in tax, a proven track record of working across large teams, and strong technical expertise in tax law and compliance.
Key Responsibilities
- Client Relationship Management:
- Serve as the primary point of contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements.
- Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns.
- Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client’s needs.
- Tax Compliance & Planning:
- Lead the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws.
- Provide advanced tax planning strategies, focusing on minimizing tax liabilities and optimizing tax positions for clients.
- Stay current on changes in tax legislation and regulations, and advise clients on the impact of new laws or opportunities for tax savings.
- Practice Development:
- Identify opportunities to expand services with existing clients, offering additional value-added services in tax and other related areas.
- Lead and manage tax professionals, providing mentorship, guidance, and support to ensure high performance and professional development.
- Conduct regular performance evaluations, provide feedback, and support the professional growth of team members through training and development programs.
- Monitor and manage tax risks for both the practice and clients, ensuring that tax positions taken are defensible and aligned with the practice’s ethical standards.
- Certified Public Accountant (CPA) designation or Enrolled Agent (EA) required.
- 10+ years of experience in public accounting or tax, with a focus on tax compliance, planning, and advisory services.
- Proven experience managing and leading professionals.
- Strong technical knowledge of federal, state, and local tax regulations, including experience with complex tax returns and planning.
- Excellent communication and client relationship management skills, with a proven ability to manage multiple clients and projects simultaneously.
- Demonstrated leadership abilities, including mentoring and developing staff.
- Proficiency in tax software (e.g., UltraTax, Axcess Tax, Lacerte) and Microsoft Office Suite (Excel, Word).
Preferred Skills
- Master’s degree in Business Administration, Taxation or other related field.
- Strong business development and networking skills, with a track record of growing client relationships and practice areas.
- Familiarity with project management tools and techniques to streamline workflow and improve team efficiency.
Working Conditions
- Office-based position in Santa Cruz or Cupertino with the potential for occasional remote work depending on practice policies.
- Flexibility to work extended hours during peak tax season and when necessary to meet client deadlines.
- Occasional travel may be required for client meetings or practice events.
What We're Offering:
- Impact & Influence – A key leadership role shaping the future of our company and industry.
- A Culture of Collaboration – Transparency, inclusiveness, and a team where every voice matters.
- Flexible Work Environment – Remote and hybrid work options to attract the best talent, regardless of location.
- Competitive Compensation – A strong salary and equity package—you’ll share in our success.
- Comprehensive Benefits – Health, dental, vision, 401(k) with match, and more.
If you're ready to be a pioneer in the accounting industry, eager to put your skills to work, and excited about making a significant impact in a dynamic team, we're eager to meet you. Let's reinvent accounting with AI.
