Tax Senior Manager, Cynch AI, CA, US

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.

Job Overview

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 our 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.

Key Responsibilities

• 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.