Tax and Accounting Leader

1 week ago


Cupertino, California, United States Aardvark Tax Advisors Full time

About Us:

Aardvark Tax Advisors is a rapidly growing accounting practice with offices in the Bay Area of California. Our mission is to provide exceptional tax preparation, accounting, and advisory services to our diverse client base by embracing innovative technology.

We are seeking an experienced Tax Senior Manager to join our dynamic team and contribute to shaping the future of our practice. This role will play a key part in driving business growth, ensuring high-quality tax services, and fostering professional development within our team.

Responsibilities:

  • Client Relationships:
    • Build and maintain strong relationships with clients by addressing complex tax matters and providing strategic financial and tax advice.
    • Collaborate with colleagues to identify client challenges and opportunities.
  • Tax Services:
    • Manage and oversee the preparation of individual, business, and estate tax filings.
      • Ensure filings comply with regulations and are submitted on time.
        • Research tax issues, stay updated on tax law changes, and develop strategies aligned with client goals.
          • Help design, test, evaluate, and adopt new processes and technologies as they become available.
    • Leadership & Development:
      • Assist leadership in shaping the practice's tax and bookkeeping services and managing a large team of tax professionals.
        • Mentor and train junior team members, fostering professional growth.
          • Assist with hiring, onboarding, and cultivating a collaborative culture.
            • Lead initiatives to improve processes and adopt new technologies.

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