[Hiring] Tax Manager @Cynch AI

Role Description

We’re looking for a Tax Manager to own complex engagements, lead a team, and elevate the quality bar. This role can be fully remote in the United States. Please note that most clients are in the Pacific time zone.

• Client Relationships & Tax Delivery:
  • Manage client relationships across tax planning, compliance, and consulting, serving as a primary point of contact and helping clients navigate complex tax questions.
  • Review complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
  • Deliver tax planning that goes beyond compliance; identify tax-saving opportunities, develop tax-efficient strategies, and advise clients on the impact of legislative changes.
  • Stay current on legislative changes and translate them into specific, actionable guidance for clients.
  • Maintain a high standard of accuracy and quality across client deliverables.
• Team Leadership:
  • Manage, mentor, and develop tax professionals, providing clear expectations, practical feedback, and support.
  • Review work, help team members strengthen their technical skills, and identify recurring knowledge or process gaps.
  • Help manage workloads and priorities during busy periods to keep engagements moving and deadlines on track.
• Practice Development & Quality:
  • Identify opportunities to expand services with existing clients where the value is real.
  • Help identify and manage tax risk for the practice and for clients, ensuring positions are well-supported and defensible.
  • Contribute to improvements in tax processes, documentation, and quality standards.

Qualifications

• Active CPA or EA required.
• 7+ years in public accounting or tax, with strong experience in compliance, planning, and advisory across individuals, partnerships, and small-business entities.
• Experience reviewing the work of other tax professionals and helping develop less-experienced team members.
• Strong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning.
• Direct client relationship experience. You’ve managed multiple engagements, balanced competing deadlines, and kept clients informed.
• Proficiency in professional tax software such as UltraTax, CCH Axcess, Lacerte, or similar.

Requirements

• Experience taking over and maintaining client relationships through practice transitions.
• Experience identifying opportunities to expand client relationships or introduce additional services.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long Term Disability
• Work From Home (Hybrid)
• Stock Option Plan