# Tax Manager

**Company:** [Cynch AI](http://jobs.workable.com/companies/cP12psitsuGNuosLK6BFCr.md)
**Location:** Cupertino, United States
**Workplace:** on site
**Employment type:** Full-time
**Department:** Accounting

[Apply for this job](http://jobs.workable.com/view/2943180e-4428-447e-a1fb-67cb68dde9b1)

## Description

**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’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 use proprietary AI to amplify your expertise while always deferring to your judgment.** By shifting routine work to AI, Cynch’s platform gives our accounting and tax teams more time for complex problem-solving, proactive planning, and building client relationships that last.

**We’re looking for a Tax Manager to own complex engagements, lead a team, and elevate the quality bar.** That means working across entity types, acting as a trusted advisor, and developing the people doing the work.

This role can be based in our **Pleasanton**, **Cupertino**, or **Santa Cruz** offices, with additional work locations possible in the North Bay.

### **What You’ll Do**

### **Client Relationships & Tax Delivery**

-   Manage client relationships across tax planning, compliance, and consulting, serving as a primary point of contact and helping clients navigate complex tax questions.
-   Review complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
-   Deliver tax planning that goes beyond compliance; identify tax-saving opportunities, develop tax-efficient strategies, and advise clients on the impact of legislative changes.
-   Stay current on legislative changes and translate them into specific, actionable guidance for clients.
-   Maintain a high standard of accuracy and quality across client deliverables.

### **Team Leadership**

-   Manage, mentor, and develop tax professionals, providing clear expectations, practical feedback, and support.
-   Review work, help team members strengthen their technical skills, and identify recurring knowledge or process gaps.
-   Help manage workloads and priorities during busy periods to keep engagements moving and deadlines on track.

### **Practice Development & Quality**

-   Identify opportunities to expand services with existing clients where the value is real.
-   Help identify and manage tax risk for the practice and for clients, ensuring positions are well-supported and defensible.
-   Contribute to improvements in tax processes, documentation, and quality standards.

## Requirements

### **Core Qualifications**

-   Active CPA or EA required.
-   7+ years in public accounting or tax, with strong experience in compliance, planning, and advisory across individuals, partnerships, and small-business entities.
-   Experience reviewing the work of other tax professionals and helping develop less-experienced team members.
-   Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning.
-   Direct client relationship experience. You’ve managed multiple engagements, balanced competing deadlines, and kept clients informed.
-   Proficiency in professional tax software such as UltraTax, CCH Axcess, Lacerte, or similar.

### **Helpful Additions**

-   Experience taking over and maintaining client relationships through practice transitions.
-   Experience identifying opportunities to expand client relationships or introduce additional services.

## Benefits

-   Health Care Plan (Medical, Dental & Vision)
-   Retirement Plan (401k, IRA)
-   Life Insurance (Basic, Voluntary & AD&D)
-   Paid Time Off (Vacation, Sick & Public Holidays)
-   Short Term & Long Term Disability
-   Work From Home (Hybrid)
-   Stock Option Plan