Associate Director, Tax — Lead Complex Clients (Hybrid)

Cynch, Inc.; California; Híbrido; USD 225.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Care Plan (Medical, Dental &amp

Retirement Plan (401k)

Life Insurance

Paid Time Off (Unlimited Vacation, etc

Disability Insurance

Work From Home (Hybrid)

Stock Option Plan

Descripción de la vacante

Aardvark Tax Advisors seeks an Associate Director, Tax to own our largest and most complex client relationships, lead high-stakes tax work, and drive advisory capabilities for individuals, partnerships, and entities. You will ensure top-quality outcomes and strategic value beyond compliance.

Based in California with a hybrid schedule across Pleasanton, Cupertino, or Santa Cruz, you will coach managers and senior staff, manage engagements, and help grow key client relationships while maintaining

Formación

• 15+ years in public accounting or tax, with deep experience in compliance, planning, and advisory for individuals, partnerships, S corporations, and closely held businesses.
• Proven experience managing and developing tax professionals.
• Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning.

Responsabilidades

• Own the practice’s higher-fee, more complex client relationships across planning, compliance, and consulting.
• Lead the preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
• Deliver multi-year tax planning that goes beyond compliance, including entity structure and owner compensation.
• Mentor managers and senior staff, sharing judgment and approach.

Conocimientos

Client relationship management

Tax advisory

Mentoring staff

Strategic planning

Educación

Active CPA or EA

Herramientas

UltraTax

CCH Axcess

Lacerte

Descripción del empleo

Aardvark Tax Advisors seeks an Associate Director, Tax to own our largest and most complex client relationships, lead high-stakes tax work, and drive advisory capabilities for individuals, partnerships, and entities. You will ensure top-quality outcomes and strategic value beyond compliance.

Based in California with a hybrid schedule across Pleasanton, Cupertino, or Santa Cruz, you will coach managers and senior staff, manage engagements, and help grow key client relationships while maintaining