Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. We’re the accounting and client services practice of Cynch AI.We build technology that amplifies your expertise, but defers to your judgement. By shifting routine work to AI, Cynch’s proprietary platform gives our accounting and tax teams more time to apply their judgment to complex problems and build relationships that last.We’re growing fast. By partnering with retiring practitioners and thoughtfully bringing their clients into Aardvark, we’re helping solve one of accounting’s biggest succession challenges while preserving the trusted relationships and personal service those clients value.We’re looking for a Deputy Tax & Accounting Leader to help lead that growth. You’ll continue to own complex engagements while helping lead the people, quality, and operating cadence of the practice. That means working across entity types, delivering planning that goes beyond compliance, developing the people doing the work, and having the instinct to fix recurring problems at the process level, not the return in hand.This is an AI-native practice, but you don’t need an AI or software development background. You do need to be the kind of practitioner who can review AI-assisted output, apply your expert professional judgment, and know the difference between work that’s ready for a client and work that isn’t.The role is hybrid, based out of our Cupertino, Pleasanton, or Santa Cruz offices, with additional potential work locations in the North Bay.What Youʼll DoClient Relationships & Tax DeliveryOwn client relationships on complex tax matters, including planning, compliance, and consulting, and be the person clients call when something is urgent or complicated.Play a key leadership role in the integration of acquired firms, aligning tax operations, client service models, teams, and best practices to ensure a seamless transition.Lead the preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.Deliver tax planning that goes beyond compliance; identify savings, restructure positions, and advise clients on the impact of legislative changes.Stay current on legislative changes and preemptively translate them into specific, actionable guidance.Ensure every return that leaves the practice meets the standard youʼd put your own name on.Team LeadershipLead, mentor, and develop managers and tax professionals across the practice. Set expectations, give direct feedback, and hold people accountable.Partner with the Head of Tax on performance evaluations that are specific and useful. Know where the team is strong and where it isnʼt, and build the training and processes to close those gaps.Practice Development & QualityHelp shape the direction of the practice while identifying opportunities to expand services with existing clients where the value is real.Monitor and manage tax risk for the practice and for clients. Positions taken should be defensible. Full stop.When the same issue keeps showing up across returns or clients, fix the entire process.Partner with technology, product, and the Head of Tax to translate tax delivery problems into practical platform improvements. You donʼt need to write code; you need to articulate whatʼs broken and what fixed looks like.RequirementsAn active CPA or EA credential.12+ years in public accounting or tax, with real depth in compliance, planning, and advisory across individuals, partnerships, and small-business entities.Proven experience managing and developing tax professionals—not just assigning work, but building people.Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning.Direct client relationship experience. Youʼve managed a book of business, juggled competing deadlines, and kept clients informed.Proficiency in professional tax software (UltraTax, Axcess Tax, Lacerte, or similar).What Will Make You EffectiveBrings sound judgment to ambiguous situations and doesn't let details slip.Communicates clearly across clients, colleagues, and technical partners without losing anything in translation.Looks at broken processes and fixes them across the practice, rather than working around them.Comfortable in an environment where not everything is figured out yet.Curious about how AI tools can improve tax delivery quality and efficiency.PreferredMasterʼs degree in Taxation, Business Administration, or a related field.Track record of growing client relationships and expanding practice areas through business development.Experience improving workflows, standardizing processes, or building quality systems in a tax delivery environment.Work EnvironmentHybrid: Santa Cruz, Cupertino, or Pleasanton, CA, North BayExtended hours during peak tax season and as needed to meet client deadlines.Occasional travel for client meetings or practice events.California Salary Range: $170,000 - $220,000BenefitsMedicalDentalVision401k with matchBasic LifeLTD
Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. We’re the accounting and client services practice of Cynch AI.
We build technology that amplifies your expertise, but defers to your judgement. By shifting routine work to AI, Cynch’s proprietary platform gives our accounting and tax teams more time to apply their judgment to complex problems and build relationships that last.
We’re growing fast. By partnering with retiring practitioners and thoughtfully bringing their clients into Aardvark, we’re helping solve one of accounting’s biggest succession challenges while preserving the trusted relationships and personal service those clients value.
We’re looking for a Deputy Tax & Accounting Leader to help lead that growth. You’ll continue to own complex engagements while helping lead the people, quality, and operating cadence of the practice. That means working across entity types, delivering planning that goes beyond compliance, developing the people doing the work, and having the instinct to fix recurring problems at the process level, not the return in hand.
This is an AI-native practice, but you don’t need an AI or software development background. You do need to be the kind of practitioner who can review AI-assisted output, apply your expert professional judgment, and know the difference between work that’s ready for a client and work that isn’t.
The role is hybrid, based out of our Cupertino, Pleasanton, or Santa Cruz offices, with additional potential work locations in the North Bay.
What Youʼll Do
Client Relationships & Tax Delivery
- Own client relationships on complex tax matters, including planning, compliance, and consulting, and be the person clients call when something is urgent or complicated.
- Play a key leadership role in the integration of acquired firms, aligning tax operations, client service models, teams, and best practices to ensure a seamless transition.
- Lead the preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
- Deliver tax planning that goes beyond compliance; identify savings, restructure positions, and advise clients on the impact of legislative changes.
- Stay current on legislative changes and preemptively translate them into specific, actionable guidance.
- Ensure every return that leaves the practice meets the standard youʼd put your own name on.
Team Leadership
- Lead, mentor, and develop managers and tax professionals across the practice. Set expectations, give direct feedback, and hold people accountable.
- Partner with the Head of Tax on performance evaluations that are specific and useful. Know where the team is strong and where it isnʼt, and build the training and processes to close those gaps.
Practice Development & Quality
- Help shape the direction of the practice while identifying opportunities to expand services with existing clients where the value is real.
- Monitor and manage tax risk for the practice and for clients. Positions taken should be defensible. Full stop.
- When the same issue keeps showing up across returns or clients, fix the entire process.
- Partner with technology, product, and the Head of Tax to translate tax delivery problems into practical platform improvements. You donʼt need to write code; you need to articulate whatʼs broken and what fixed looks like.
Requirements
- An active CPA or EA credential.
- 12+ years in public accounting or tax, with real depth in compliance, planning, and advisory across individuals, partnerships, and small-business entities.
- Proven experience managing and developing tax professionals—not just assigning work, but building people.
- Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning.
- Direct client relationship experience. Youʼve managed a book of business, juggled competing deadlines, and kept clients informed.
- Proficiency in professional tax software (UltraTax, Axcess Tax, Lacerte, or similar).
What Will Make You Effective
- Brings sound judgment to ambiguous situations and doesn't let details slip.
- Communicates clearly across clients, colleagues, and technical partners without losing anything in translation.
- Looks at broken processes and fixes them across the practice, rather than working around them.
- Comfortable in an environment where not everything is figured out yet.
- Curious about how AI tools can improve tax delivery quality and efficiency.
Preferred
- Masterʼs degree in Taxation, Business Administration, or a related field.
- Track record of growing client relationships and expanding practice areas through business development.
- Experience improving workflows, standardizing processes, or building quality systems in a tax delivery environment.
Work Environment
Hybrid: Santa Cruz, Cupertino, or Pleasanton, CA, North Bay
Extended hours during peak tax season and as needed to meet client deadlines.
Occasional travel for client meetings or practice events.
California Salary Range: $170,000 - $220,000
Benefits
- Medical
- Dental
- Vision
- 401k with match
- Basic Life
- LTD
We build technology that amplifies accounting expertise. By taking on routine work, Cynch AI’s proprietary platform gives our accounting and tax teams more time to apply their judgment to complex problems and build relationships that last. The Cynch platform serves our accounting firm, Aardvark Tax Advisors.For our accountants: Cynch AI was quite literally built to support you. Your expertise, judgment, and relationships amplified by AI engineered for accounting.For our engineers: Build the technology that makes it possible. With a supportive team and modern tooling, you’ll build solutions right alongside the people who use them.
We build technology that amplifies accounting expertise. By taking on routine work, Cynch AI’s proprietary platform gives our accounting and tax teams more time to apply their judgment to complex problems and build relationships that last. The Cynch platform serves our accounting firm, Aardvark Tax Advisors.
For our accountants: Cynch AI was quite literally built to support you. Your expertise, judgment, and relationships amplified by AI engineered for accounting.
For our engineers: Build the technology that makes it possible. With a supportive team and modern tooling, you’ll build solutions right alongside the people who use them.
