Review Team Manager

Location: Hybrid, based out of the Pleasanton, Cupertino, or Santa Cruz, California offices

California salary range: $140,000–$165,000 annually

Company

Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs, with accounting and client services supported by hirify.global’s proprietary AI tools.

What you will do

• Own review assignments, priorities, daily standups, turnaround tracking, and queue aging.
• Participate in capacity planning with tax preparation and operations leadership to balance workload ahead of demand.
• Manage approximately five reviewers, with seasonal reviewers, acquired-practice staff, and transitioning practice owners joining as the team grows.
• Set expectations, conduct 1:1s, provide feedback, manage performance conversations, and onboard reviewers.
• Track review hours against budget, identify return-back patterns, coordinate quality sampling, and improve work at the source.
• Report weekly metrics, route technical questions through the established path within 24 hours, and resolve operational issues within the team.

Requirements

• 5+ years managing teams of approximately 5–15 skilled professionals in deadline-driven production work, such as tax or accounting operations, legal operations, insurance claims or underwriting, or a professional-services project office.
• Experience running work through queues, service levels, and capacity plans, with comfort using ticketing or workflow systems.
• Experience leading people who have deeper subject-matter expertise, earning their respect by removing obstacles.
• Ability to conduct direct performance conversations and remain calm and organized near deadlines.
• Comfort working with data and monitoring the key numbers that show whether the team is on track.
• No tax credential is required.
• This role is unsuitable for candidates who need to be the subject-matter expert or who add process for its own sake.

Nice to have

• Experience managing a seasonal crunch, such as tax season, audit busy season, or insurance renewals.
• Familiarity with HubSpot, CCH Axcess, or similar tax and workflow software.
• Project management background or certification.

Culture & Benefits

• Full-time hybrid work; contract-to-hire may be considered.
• Daily review standups during season, weekly capacity reviews, and a weekly leadership scorecard.
• Tools include HubSpot, CCH Axcess, Notion, Guru, and AI-assisted reporting.
• Extended hours are required during peak tax season.
• Medical, dental, and vision coverage; 401(k); life insurance; paid time off with unlimited vacation, sick leave, and public holidays; short- and long-term disability coverage; and a stock option plan.