Tax Manager: Lead Advisory & Client Relationships (Hybrid)

Cynch AI; Pleasanton (CA); Hybrid; USD 140,000 - 170,000; Full time

Benefits offered by this job

Health care plan

401k plan

Life insurance

Paid time off

Hybrid work arrangement

Stock option plan

Job summary

Aardvark Tax Advisors, the Cynch AI accounting and client services arm, is seeking a Tax Manager to lead complex engagements and a growing team. You’ll own client relationships, provide advisory tax planning, and ensure high-quality deliverables across entities in a collaborative, hybrid setting.

The role emphasizes tax expertise, leadership, and a client-first mindset, with opportunities to shape services and processes as the practice expands in the Bay Area.

Qualifications

• Active CPA or EA required.
• 5+ 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.

Responsibilities

• 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.

Job description

Aardvark Tax Advisors, the Cynch AI accounting and client services arm, is seeking a Tax Manager to lead complex engagements and a growing team. You’ll own client relationships, provide advisory tax planning, and ensure high-quality deliverables across entities in a collaborative, hybrid setting.

The role emphasizes tax expertise, leadership, and a client-first mindset, with opportunities to shape services and processes as the practice expands in the Bay Area.