Cynch AI

AI-native platform automating tax, accounting workflows

Tax Manager

Tax AccountingConfirmed live in the last 24 hours

Full-time

About the Job

Requirements

An active Certified Public Accountant or Enrolled Agent credential is required.
At least five years of experience 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, including managing multiple engagements, balancing competing deadlines, and keeping 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 beyond compliance by identifying tax-saving opportunities, developing tax-efficient strategies, and advising 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.
Manage, mentor, and develop tax professionals, providing clear expectations, practical feedback, and support.
Review work, help team members strengthen their technical skills, and identify recurring knowledge or process gaps.
Help manage workloads and priorities during busy periods to keep engagements moving and deadlines on track.
Identify opportunities to expand services with existing clients where the value is real.
Help identify and manage tax risk for the practice and for clients, ensuring positions are well-supported and defensible.
Contribute to improvements in tax processes, documentation, and quality standards.

Desired Qualifications

Experience taking over and maintaining client relationships through practice transitions.
Experience identifying opportunities to expand client relationships or introduce additional services.

Tax Manager

Cynch AI · Pleasanton, United States (Hybrid) · Full-time · Posted 2026-08-30

Salary: USD 140,000–170,000

Workplace: hybrid

Department: Accounting

Description

At Aardvark Tax Advisors, the client comes first. We’re a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. Our people are uniquely enabled to spend more of their time understanding clients, solving complex problems, and building lasting relationships.

Technology helps make that possible. As the accounting and client services practice of Cynch AI, we use proprietary AI to reduce routine tasks and free up time for higher-value client work. Our tools support the work. Our people remain accountable for the outcome.

We’re building an expanding practice with clear paths for career advancement. We're a fast-growing practice with clear paths for advancement. We grow organically and through strategic acquisitions, and as we grow so does our team's scope of responsibility. Each level has defined expectations and advancement criteria, with performance-based opportunities for greater responsibility and equity over time.

We’re looking for a Tax Manager to own complex engagements, lead a team, and elevate the quality bar. That means working across entity types, acting as a trusted advisor, and developing the people doing the work.

The role is hybrid, based out of our Pleasanton, Cupertino, or Santa Cruz offices, with additional potential work locations in the North Bay.

To ensure your application reaches the right team, please apply online rather than calling or visiting our offices.

What You’ll Do

Client Relationships & Tax Delivery

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.

Team Leadership

Manage, mentor, and develop tax professionals, providing clear expectations, practical feedback, and support.
Review work, help team members strengthen their technical skills, and identify recurring knowledge or process gaps.
Help manage workloads and priorities during busy periods to keep engagements moving and deadlines on track.

Practice Development & Quality

Identify opportunities to expand services with existing clients where the value is real.
Help identify and manage tax risk for the practice and for clients, ensuring positions are well-supported and defensible.
Contribute to improvements in tax processes, documentation, and quality standards.

Requirements

Core 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.

Helpful Additions

Experience taking over and maintaining client relationships through practice transitions.
Experience identifying opportunities to expand client relationships or introduce additional services.

Salary Range: $140,000 to $170,000

Benefits

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Work From Home (Hybrid)
Stock Option Plan

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About the Company

Cynch AI

AI-native platform automating tax, accounting workflows

Cynch AI builds an AI-native platform for tax and accounting in a vertical SaaS model. It automates financial tasks and provides deeper insights by integrating reasoning, machine learning, and generative AI. The platform helps accountants by handling repetitive work such as organizing client documents and communications, freeing them to act as financial advisors who offer strategic guidance. Core services include tax preparation, tax planning, bookkeeping, and financial consulting. The company differentiates itself with an acquisition-led growth strategy that partners with retiring CPAs to take over their client bases, addressing a sector-wide retirement wave and underserved small to midsize businesses. Its goal is to enable small business owners and accountants to succeed by automating processes, improving accuracy, and expanding access to financial expertise.

Company size: 11-50
Company stage: Early VC
Total funding: $34M
Headquarters: San Francisco, CA
Founded: 2022

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