Head of Tax Operations

Aardvark Tax Advisors is an AI-native tax, accounting, and advisory firm that combines startup speed with enterprise-grade rigor. We are the accounting arm of Cynch AI, the AI-native platform democratizing access to financial expertise for small businesses and entrepreneurs.

This is a builder role. We're looking for a senior leader who brings deep technical expertise, strong client instincts, and a genuine interest in building something new: someone comfortable operating at multiple altitudes, from advising clients on complex tax matters to designing the workflows and systems that make consistent, high-quality delivery possible at scale.

• Partner with the Tax & Accounting Leader to hire, develop, and manage a high-performing team delivering tax and accounting services to a diverse client base
• Help shape how we work by contributing to the automation tools, planning systems, and technology behind our AI-native approach to tax and accounting
• Design and implement scalable workflows that reduce variability, improve quality, and enable team leverage
• Identify breakdowns in current processes and rebuild them into repeatable systems
• Translate complex tax work into standardized, auditable workflows
• Contribute to firm strategy around client experience and how we scale service delivery

• Serve as a strategic advisor to a portfolio of clients, including high-net-worth individuals, entrepreneurs, and closely held businesses
• Deliver proactive tax planning, compliance, and advisory services
• Build client relationships that are genuinely personal, with deep understanding of their business, goals, and history.

You're motivated by building a firm that can scale rapidly without breaking, where quality, consistency, and client experience improve as we grow, not degrade.

• CPA or Enrolled Agent (EA) required; Master's in Taxation or related field preferred
• 10+ years of leadership experience, including managing other managers and building high-performing teams
• 12+ years total experience in tax and accounting, managing complex client engagements
• Strong technical command of individual, partnership, and corporate taxation
• Experience with high-net-worth clients, entrepreneurs, or complex equity, real estate, or investment structures
• Experience in trust and estate taxation is a plus

• Natural team leader: builds high-performing teams and establishes culture and expectations in newly acquired practices
• Exceptional communicator: able to translate complex tax and financial matters into clear, actionable guidance for non-expert clients
• Process-oriented: has redesigned workflows around new tools
• Self-directed: able to make sound decisions in a fast-moving environment where processes are still being built

• Hybrid based in Cupertino or Pleasanton, CA (3+ days/week in office)
• Occasional extended hours during peak periods; occasional local travel

California Salary Range: 195,000 - 265,000