# Senior Tax Manager

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

[Apply for this job](http://jobs.workable.com/view/3bf92c9f-eb64-4376-adbe-59f9d77cfe87)

## 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 Senior 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.

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 tax-saving opportunities, develop tax-efficient strategies, 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, ensuring positions are defensible.

## Requirements

### Core qualifications

-   Active CPA or EA required.
-   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**

-   Experience taking over and maintaining client relationships through practice transitions.
-   Track record of growing client relationships and expanding practice areas through business development.

### Work Environment

-   **Hybrid**: Flexible and manager-led. Home office in either 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