{"id":3432537,"url":"https://alion.io/job/cynch-ai-associate-director-tax","title":"Tax Director","company":{"id":6303,"name":"Cynch AI","domain":"cynch.ai","url":"https://alion.io/company/cynch-ai","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pleasanton, United States","Cupertino, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":225000,"max":250000,"currency":"USD","period":"year","gross":null,"usd_annual":250000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-28T00:00:00Z","employer_posted_date":"2026-10-28","last_verified_at":"2026-11-15T00:57:42Z","board_verified":true,"closed_at":null,"days_open":18,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":18},"description":"At Aardvark Tax Advisors, the client comes first. We’re a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. Our people are uniquely enabled to spend more of their time understanding clients, solving complex problems, and building lasting relationships.\nTechnology helps make that possible. As the accounting and client services practice of Cynch AI, we use proprietary AI to reduce routine tasks and free up time for higher-value client work. Our tools support the work. Our people remain accountable for the outcome.\nWe’re building an expanding practice with clear paths for career advancement. We're a fast-growing practice with clear paths for advancement. We grow organically and through strategic acquisitions, and as we grow so does our team's scope of responsibility. Each level has defined expectations and advancement criteria, with performance-based opportunities for greater responsibility and equity over time.\nWe’re looking for an Tax Director to own our largest and most complex client relationships. You’ll handle the higher-fee, higher-complexity engagements, be the person other managers turn to when an issue is hard, and play a direct role in growing the revenue of the practice.\nThe role is hybrid, based out of our Pleasanton, Cupertino, or Santa Cruz offices, with additional potential work locations in the North Bay.\nWhat You'll Do\nComplex Clients & Tax Delivery\nOwn the practice’s higher-fee, more complex client relationships across planning, compliance, and consulting.\nLead the preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.\nDeliver multi-year tax planning that goes beyond compliance, including entity structure, owner compensation, and the impact of legislative changes on the client’s business and personal picture.\nBring a business owner’s perspective to the work: understand a client’s operations and finances well enough to advise on decisions, not just file what happened.\nEnsure every return that leaves the practice meets the standard you’d put your own name on.\nTeam Leadership & Senior Escalation Point\nServe as the go-to resource for managers and staff on complex client, tax technical, and engagement issues.\nStep in on difficult client situations and see them through to resolution.\nMentor managers and senior staff, sharing judgment and approach, not just answers.\nRevenue & Engagement Management\nGrow existing client relationships where the added value is real.\nPlan engagements for your client base, including timing, staffing, and fees, ahead of peak season.\nIdentify out-of-scope work early, scope it, and make sure it is priced and billed appropriately.\nMonitor and manage tax risk for the practice and for clients, ensuring positions are defensible.\nRequirements\nCore qualifications\nActive CPA or EA required.\n15+ years in public accounting or tax, with deep experience in compliance, planning, and advisory for individuals, partnerships, S corporations, and closely held businesses.\nA track record of managing a substantial book of higher-complexity, higher-fee clients.\nProven experience managing and developing tax professionals-not just assigning work, but building people.\nStrong technical knowledge of federal, state, and local tax regulations, including complex returns and multi-entity planning.\nExperience scoping engagements, identifying out-of-scope work, and driving fee realization.\nProficiency in professional tax software (UltraTax, CCH Axcess, Lacerte, or similar).\nHelpful additions\nExperience in a CFO, controller, or other finance leadership role inside an operating business.\nExperience running your own practice or client book.\nExperience taking over and maintaining client relationships through practice transitions.\nWork Environment\nHybrid: 3 days/week in Cupertino, Santa Cruz, or Pleasanton, CA; North Bay locations possible.\nExtended hours during peak tax season and as needed to meet client deadlines.\nOccasional travel for client meetings or practice events\nCalifornia salary range: $225 - $250k\nBenefits\nHealth Care Plan (Medical, Dental & Vision)\nRetirement Plan (401k)\nLife Insurance (Basic)\nPaid Time Off (Unlimited Vacation, plus Sick & Public Holidays)\nShort Term & Long Term Disability\nWork From Home (Hybrid)\nStock Option Plan","description_format":"text","description_chars":4361,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Life insurance","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial AI","Accounting & Tax Software","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-29T01:17:36Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-11-14T07:33:33+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":75,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.838,"p_room":0.9,"age_days":17,"expected_fill_days":49,"reasons":["conf:6","win:mid"],"computed_at":"2026-11-14T05:58:10Z"},"pay":{"stated_usd_annual":250000,"is_top_pay":true},"html_url":"https://alion.io/job/cynch-ai-associate-director-tax","json_url":"https://alion.io/job/cynch-ai-associate-director-tax.json","meta":{"generated_at":"2026-11-15T04:56:16Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":197,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":6303},"rest":"https://alion.io/mcp/rest/get_company?id=6303"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcynch-ai-associate-director-tax"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcynch-ai-associate-director-tax"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcynch-ai-associate-director-tax"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cynch-ai-associate-director-tax\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcynch-ai-associate-director-tax"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3432537}},{"tool":"search_jobs","arguments":{"company":"cynch.ai","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3432537},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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