Cynch AI
Lead, Special Projects
$95K–$125K
Pleasanton, California +2 · Full-time · Posted Oct 28, 2026
- Location
- Pleasanton, California
Cupertino, California
Santa Cruz, California - Experience
- 3–7 years.
- Education
- A bachelor’s degree or equivalent experience.
About the job
Supports the executive team by owning operational problems, coordinating planning and projects, and building repeatable processes for a growing tax and accounting practice.
What you'll do
- Turn priorities into plans with owners, milestones, and budgets, and track progress.
- Investigate practice needs and recommend improvements to capacity, staffing, systems, workflows, and client experience.
- Coordinate operating routines and special projects, including acquisitions, vendor contracts, licensing, and process development.
What they ask for
- 3–7 years in a fast-paced role such as operations, consulting, banking, a startup, or a professional services firm.
- Track record of owning ambiguous projects from start to finish.
- Strong analytical skills and comfort using AI tools in day-to-day work.
- Bachelor’s degree or equivalent experience.
Nice to have
- Experience at a CPA, tax, or accounting firm.
- Exposure to M&A, due diligence, post-acquisition integration, business insurance, vendor management, or HR operations.
Pay
$95k–$125k (USD, base salary)
Tools
AI tools
AI focus
Use AI tools in day-to-day work; the practice also uses proprietary AI to reduce routine tasks and support client services.
Model-written summary · the original posting is authoritative