Tax Senior Manager

New Yesterday

Overview Aardvark Tax Advisors, LLC, the fast-growing accounting practice of Cynch AI, is seeking an experienced Tax Senior Manager to join our team in the SF Bay Area. We provide superior tax preparation, accounting, and advisory services to a diverse client base, leveraging cutting-edge technology. We are committed to professionalism, reliability, and continuous improvement, and we are looking for a CPA with 10+ years of tax experience to help deliver high-quality client service. Base pay range $140,000.00/yr - $170,000.00/yr Key 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 and addressing client concerns Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client business Tax Compliance & 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 to minimize liabilities and optimize positions 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; lead and manage tax professionals, provide mentorship, and support professional development Monitor and manage tax risks for the practice and clients, ensuring defensible positions aligned with ethical standards Requirements Certified Public Accountant (CPA) designation or Enrolled Agent (EA) required 10+ years of experience in public accounting or tax, focusing 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 returns Excellent communication and client relationship management skills, with the ability to manage multiple clients and projects simultaneously Demonstrated leadership abilities, including mentoring and staff development Proficiency in tax software (e.g., UltraTax, Axcess Tax, Lacerte) and Microsoft Office Suite Preferred Skills Master’s degree in Business Administration, Taxation, or related field Strong business development and networking skills with a track record of growing client relationships Familiarity with project management tools to streamline workflow and improve team efficiency Working Conditions Office-based position in Santa Cruz or Cupertino with 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 & Influence: A key leadership role shaping the future of our company and industry Culture of Collaboration: Transparency, inclusiveness, and a team where every voice matters Flexible Work Environment: Remote and hybrid work options Competitive Compensation: Salary and equity package Comprehensive Benefits: Health, dental, vision, 401(k) with match, and more We look forward to hearing from you if you are passionate about making a difference in the financial well-being of individuals and businesses and are eager to contribute to a dynamic team leveraging AI in accounting.
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Location:
Pleasanton, CA, United States
Salary:
$250,000 +
Category:
Finance