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. As the accounting profession faces a growing succession challenge, we’re partnering with retiring practitioners and thoughtfully bringing their clients into Aardvark, preserving the trusted relationships and personal service those clients value.We’re looking for a Senior Tax Manager to own complex engagements, lead a team, and elevate the quality bar. 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 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 You'll 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.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 you’d put your own name on.Team LeadershipLead, mentor, and develop a team of tax professionals. Set expectations, give direct feedback, and hold people accountable.Run performance evaluations that are specific and useful. Know where the team is strong and where it isn’t, and build the training and processes to close those gaps.Practice Development & QualityIdentify 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.Work with technology and product teams to translate tax delivery problems into practical platform improvements. You don’t need to write code; you need to articulate what’s broken and what fixed looks like.RequirementsCore QualificationsCPA or EA, active or willing to reactivate.10+ 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. You’ve managed a book of business, juggled competing deadlines, and kept clients informed.Proficiency in professional tax software (UltraTax, CCH Axcess, Lacerte, or similar).Helpful additionsMaster’s 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: Cupertino, Santa Cruz, or Pleasanton, CA, North Bay locations possible.Extended hours during peak tax season and as needed to meet client deadlines.Occasional travel for client meetings or practice events.Estimated California.compensation for this role in estimated to be between $150,000 and 210,000/year.BenefitsMedicalDentalVision401k 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. As the accounting profession faces a growing succession challenge, we’re partnering with retiring practitioners and thoughtfully bringing their clients into Aardvark, preserving the trusted relationships and personal service those clients value.
We’re looking for a Senior Tax Manager to own complex engagements, lead a team, and elevate the quality bar. 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 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 You'll 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.
- 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 you’d put your own name on.
Team Leadership
- Lead, mentor, and develop a team of tax professionals. Set expectations, give direct feedback, and hold people accountable.
- Run performance evaluations that are specific and useful. Know where the team is strong and where it isn’t, and build the training and processes to close those gaps.
Practice Development & Quality
- Identify 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.
- Work with technology and product teams to translate tax delivery problems into practical platform improvements. You don’t need to write code; you need to articulate what’s broken and what fixed looks like.
Requirements
Core Qualifications
- CPA or EA, active or willing to reactivate.
- 10+ 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. You’ve managed a book of business, juggled competing deadlines, and kept clients informed.
- Proficiency in professional tax software (UltraTax, CCH Axcess, Lacerte, or similar).
Helpful additions
- Master’s 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: Cupertino, Santa Cruz, or Pleasanton, CA, North Bay locations possible.
- Extended hours during peak tax season and as needed to meet client deadlines.
- Occasional travel for client meetings or practice events.
Estimated California.compensation for this role in estimated to be between $150,000 and 210,000/year.
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.
