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$170k–$220k/yr
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Aardvark Tax Advisors is an AI-native tax, accounting, and advisory firm that combines startup speed with enterprise-grade rigor. We are the accounting and client services practice of Cynch AI, the platform democratizing…
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Cupertino, California, United States · On-site
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Cupertino, California, United States · On-site
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Cupertino, California, United States · On-site
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Lead a rapidly growing AI-native tax practice by managing complex engagements and overseeing the quality and operating cadence of the team. Responsibilities include managing client relationships, integrating acquired firms, and partnering with technology teams to improve AI-enabled tax delivery workflows.
Requires an active CPA or EA credential and over 12 years of experience in public accounting with deep expertise in compliance and advisory. Candidates must have a proven track record of managing tax professionals and proficiency in professional tax software.
Aardvark Tax Advisors is an AI-native tax, accounting, and advisory firm that combines startup speed with enterprise-grade rigor. We are the accounting and client services practice of Cynch AI, the platform democratizing access to financial expertise for small businesses and entrepreneurs. We have offices in the East and South Bay areas of California.
Alongside our technology platform, we are executing a practice expansion strategy to rapidly scale the business. By acquiring books of business from retiring CPAs and partnering with them through the transition, we solve an industry-wide bottleneck while preserving the client relationships and personalized service that define exceptional accounting.
Weʼre looking for a Deputy Tax & Accounting Leader to help lead a rapidly growing AI-native tax practice. Youʼll continue to own complex engagements while helping lead the people, quality, and operating cadence of the practice. That means working across entity types, delivering planning that goes beyond compliance, developing the people doing the work, and having the instinct to fix recurring problems at the process level, not the return in hand.
This role sits inside a practice that is actively integrating AI-enabled tools into its tax delivery workflows. You donʼt need a technical background. You do need to be the kind of practitioner who can review AI-assisted output, apply professional judgment, and know the difference between work thatʼs ready for a client and work that isnʼt.
The role is hybrid, based out of our Santa Cruz, Cupertino, or Pleasanton offices, and potentially situated in the North Bay.
What Youʼll DoClient Relationships & Tax Delivery
Team Leadership
Practice Development & Quality
Hybrid: Santa Cruz, Cupertino, or Pleasanton, CA.
Extended hours during peak tax season and as needed to meet client deadlines.
Occasional travel for client meetings or practice events.
California Salary Range: $170,000 - $220,000
Combining reasoning, machine learning, and generative AI to change the way people make financial decisions.
Most financial decisions are made without expertise, analysis, or data. Meanwhile, the most successful people and companies have access to expensive consultants with deep financial expertise. Our vision is to level the playing field. We’re combining reasoning, machine learning, and generative AI to capture financial expertise and make it available to everyone. We’re initially focused on small businesses, helping them to achieve better outcomes for their owners, their employees, and their communities. How do you combine reasoning, machine learning, and generative AI? For us, this is the most interesting and challenging problem in AI today. Accounting is a “goldilocks” domain for tackling these problems — it’s sufficiently constrained to be tractable but sufficiently complex to require something new. Accountants will tell you that accounting is all about rules, judgement, and understanding your client — reasoning, learning, and generative AI. We are a seasoned team that is excited to take on a big technical challenge with a big impact. We care about the ethical implications of our work and are excited to work with others that do too.
Offices: San Francisco, CA 94111, US
There are currently 216 open management & leadership positions in Cupertino, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Apple, Amazon, Cynch AI, HSBC, Lucky Strike Entertainment, among others. Browse the listings above to see every active employer.
Yes — 16 of the 216 open management & leadership positions offer remote or hybrid work (0 remote, 16 hybrid).
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