Sobre esta vaga de Senior Tax Manager na Cynch AI

Cynch AI · Híbrido · Pleasanton, California, United States

Aardvark Tax Advisors is an AI-native tax, accounting, and advisory firm that combines startup speed with enterprise-grade rigor. We are the accounting and client services practice of Cynch AI, the platform democratizing access to financial expertise for small businesses and entrepreneurs. We have offices in Pleasanton, Cupertino and Santa Cruz.

Alongside our technology platform, our practice expansion strategy centers on partnering with retiring practitioners to provide their clients with a seamless transition to our practice. By helping address the profession’s succession challenge, we preserve the trusted relationships and personalized service that define exceptional accounting.

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 role sits inside a practice that is actively integrating AI-enabled tools into its tax delivery workflows. You don’t need a technical 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 or Pleasanton 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, Axcess Tax, 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. Additional potential work locations include the North Bay and Sacramento areas.
Extended hours during peak tax season and as needed to meet client deadlines.
Occasional travel for client meetings or practice events.

Benefits

Medical
Dental
Vision
401k with match
Basic Life
LTD

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Sobre a Cynch AI

Most financial decisions are made without expertise, analysis, or data. Meanwhile, the most successful people and companies have access to expensive consultants with deep financial expertise. Our vision is to level the playing field. We’re combining reasoning, machine learning, and generative AI to capture financial expertise and make it available to everyone. We’re initially focused on small businesses, helping them to achieve better outcomes for their owners, their employees, and their communities. How do you combine reasoning, machine learning, and generative AI? For us, this is the most interesting and challenging problem in AI today. Accounting is a “goldilocks” domain for tackling these problems — it’s sufficiently constrained to be tractable but sufficiently complex to require something new. Accountants will tell you that accounting is all about rules, judgement, and understanding your client — reasoning, learning, and generative AI. We are a seasoned team that is excited to take on a big technical challenge with a big impact. We care about the ethical implications of our work and are excited to work with others that do too.