Cynch AI
Associate Director, Tax
$250K
Pleasanton, California +2 · Director · Full-time · Posted Oct 28, 2026
- Location
- Pleasanton, California
Cupertino, California
Santa Cruz, California - Experience
- 15+ years in public accounting or tax.
About the job
Own complex, high-value client tax relationships while leading tax delivery, advising on planning, mentoring tax professionals, and growing practice revenue.
What you'll do
- Lead complex tax return preparation and review, multi-year tax planning, and consulting across client types and jurisdictions.
- Serve as a senior escalation point, resolve difficult client issues, and mentor managers and senior staff.
- Manage engagement scope, staffing, timing, fees, risk, and client relationship growth.
What they ask for
- Active CPA or EA.
- 15+ years in public accounting or tax, with deep compliance, planning, and advisory experience for individuals, partnerships, S corporations, and closely held businesses.
- Track record managing a substantial book of complex, higher-fee clients and developing tax professionals.
- Strong federal, state, and local tax knowledge; experience scoping engagements and driving fee realization; proficiency in professional tax software.
Nice to have
- Experience in a CFO, controller, or other finance leadership role inside an operating business.
- Experience running a practice or client book, or maintaining client relationships through practice transitions.
Pay
$225 – $250k (base salary; currency not specified in the posting)
Tools
UltraTax, CCH Axcess, Lacerte
AI focus
The practice uses proprietary AI to reduce routine tasks and support higher-value client work; the role's specific AI responsibilities are not stated.
Model-written summary · the original posting is authoritative