Cynch AI
Overview
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now. 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.
Base pay range $140,000.00/yr - $170,000.00/yr
Responsibilities Tax Senior Managers are responsible for ensuring the delivery of high-quality tax services to clients. This individual will work closely with a team of tax professionals and client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the practice's tax practice. The ideal candidate is a CPA with 10+ years of experience in tax, a proven track record of working across large teams, and strong technical expertise in tax law and compliance.
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 & 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's ethical standards
Qualifications
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 (e.g., UltraTax, 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 & 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'll share in our success
Comprehensive Benefits - Health, dental, vision, 401(k) 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
Referrals increase your chances of interviewing at Cynch AI by 2x
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now. 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.
Base pay range $140,000.00/yr - $170,000.00/yr
Responsibilities Tax Senior Managers are responsible for ensuring the delivery of high-quality tax services to clients. This individual will work closely with a team of tax professionals and client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the practice's tax practice. The ideal candidate is a CPA with 10+ years of experience in tax, a proven track record of working across large teams, and strong technical expertise in tax law and compliance.
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 & 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's ethical standards
Qualifications
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 (e.g., UltraTax, 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 & 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'll share in our success
Comprehensive Benefits - Health, dental, vision, 401(k) 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
Referrals increase your chances of interviewing at Cynch AI by 2x
Get notified about new Senior Tax Manager jobs in Santa Cruz, CA.
Marina, CA $85,000.00-$95,000.00 1 month ago
Cupertino, CA $140,000.00-$170,000.00 1 month ago
Santa Cruz, CA $180,000.00-$200,000.00 6 days ago
Cupertino, CA $175,000.00-$210,000.00 4 weeks ago
Tax Manager – Pleasure Point, Santa Cruz
Pleasure Point, CA $120,000.00-$150,000.00 1 month ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr