Tax Manager (AI)

Location: On-site in Santa Cruz, Pleasanton, Cupertino, or Novato, California, United States; additional North Bay work locations may be possible.

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 hirify.global.

What you will do

• Manage client relationships across tax planning, compliance, and consulting.
• Review complex federal, state, and local returns for corporations, partnerships, individuals, trusts, and estates.
• Identify tax-saving opportunities, develop tax-efficient strategies, and advise clients on legislative changes.
• Manage, mentor, and develop tax professionals while reviewing their work and addressing knowledge gaps.
• Manage workloads and priorities during busy periods to keep engagements on track.
• Improve tax processes, documentation, quality standards, and risk management.

Requirements

• Active CPA or EA required.
• 7+ years of experience in public accounting or tax, including compliance, planning, and advisory work.
• Experience with individuals, partnerships, small-business entities, complex returns, and multi-entity planning.
• Experience reviewing tax professionals’ work and developing less-experienced team members.
• Direct client relationship experience with multiple engagements and competing deadlines.
• Proficiency with UltraTax, CCH Axcess, Lacerte, or similar professional tax software.

Nice to have

• Experience maintaining client relationships through practice transitions.
• Experience expanding client relationships or introducing additional services.

Culture & Benefits

• Proprietary AI tools shift routine work away from accounting and tax teams, supporting complex problem-solving and proactive planning.
• Medical, dental, and vision coverage.
• Retirement plans, including 401(k) and IRA options.
• Life insurance and short- and long-term disability coverage.
• Paid vacation, sick leave, and public holidays.
• Stock option plan and work-from-home flexibility listed among the benefits.