Tax Senior Manager

Overview

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.

This range is provided by Cynch AI. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$/yr - $/yr

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 and 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 ethical standards

Requirements

• 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 Ultra Tax 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

Benefits

• Impact and 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 will share in our success

• Comprehensive Benefits - Health, dental, vision, 401k 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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• IT Services and IT Consulting

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