Senior Tax Manager

Cynch AI

Senior Tax Manager at Aardvark Tax Advisors owning complex tax engagements and mentoring a team. Integrating AI tools for enhanced tax delivery in a hybrid work environment.

Posted 7/11/2026full-timePleasanton • California • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

- 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 savings, restructure positions, 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.
- 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.
- Identify opportunities to expand services with existing clients where the value is real.
- Monitor and manage tax risk for the practice and for clients. Positions taken should be defensible. Full stop.
- When the same issue keeps showing up across returns or clients, fix the entire process.
- Work with technology and product teams to translate tax delivery problems into practical platform improvements. You don’t need to write code; you need to articulate what’s broken and what fixed looks like.

Requirements

What you’ll need

- CPA or EA, active or willing to reactivate.
- 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, Axcess Tax, Lacerte, or similar).

Benefits

Comp & perks

- Medical
- Dental
- 401k with match

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Tax PlanningTax ComplianceComplex Returns PreparationMulti-Entity PlanningTax Risk ManagementLegislative Change AnalysisPerformance EvaluationTeam Development

Soft Skills

LeadershipMentoringDirect FeedbackAccountability

Certifications

CPAEA