Director of Tax and Accounting
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Hybrid, based out of offices in Cupertino, Pleasanton, or Santa Cruz, California, with potential additional work locations in the North Bay
Salary: $170,000–$220,000 per year
Company
Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs as the accounting and client services practice of . The practice uses proprietary AI to reduce routine work and support complex problem-solving, proactive planning, and lasting client relationships.
What you will do
- Own complex client tax relationships across planning, compliance, consulting, and urgent escalations.
- Lead the integration of new books of business, aligning tax operations, client service models, teams, and best practices.
- Prepare and review complex federal, state, and local returns for corporations, partnerships, individuals, trusts, and estates.
- Lead, mentor, evaluate, and develop managers and accounting and tax professionals.
- Manage practice capacity, priorities, quality, tax risk, and operating cadence during peak demand.
- Partner with technology, product, and the Head of Tax to turn recurring delivery issues into practical platform improvements.
Requirements
- Active CPA or EA required.
- 12+ years of experience in public accounting or tax, serving individuals, entrepreneurs, and small businesses across compliance, planning, and advisory.
- Experience managing and developing tax and accounting professionals.
- Strong knowledge of federal, state, and local tax regulations, complex returns, and multi-entity planning.
- Direct client relationship and book-of-business management experience.
- Proficiency with professional tax software such as UltraTax, Axcess Tax, Lacerte, or similar.
Nice to have
- Master’s degree in Taxation, Business Administration, or a related field.
- Experience growing client relationships and expanding practice areas through business development.
Culture & Benefits
- Hybrid work from the Santa Cruz, Cupertino, or Pleasanton offices.
- Extended hours during peak tax season and as needed to meet client deadlines.
- Occasional travel for client meetings or practice events.
- Medical, dental, vision, basic life, and long-term disability insurance.
- 401(k) with employer match.
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