Cynch AI
Tax Manager
$140K–$170K
Pleasanton, California +2 · Manager · Full-time · Posted Aug 30, 2026
- Location
- Pleasanton, California
Cupertino, California
Santa Cruz, California - Experience
- 5+ years in public accounting or tax.
About the job
Manages complex tax engagements and client relationships, leads and develops tax professionals, and improves tax quality and practice processes.
What you'll do
- Manage client relationships and deliver tax planning, compliance, and consulting across individuals, businesses, trusts, and estates.
- Review complex tax returns and provide technical guidance on tax strategies, legislation, and risk.
- Mentor tax professionals, manage workloads, and contribute to practice development and quality improvements.
What they ask for
- Active CPA or EA.
- 5+ years in public accounting or tax, with compliance, planning, and advisory experience across individuals, partnerships, and small-business entities.
- Experience reviewing other tax professionals’ work and developing less-experienced team members.
- Strong federal, state, and local tax knowledge; direct client relationship experience; proficiency in professional tax software such as UltraTax, CCH Axcess, Lacerte, or similar.
Nice to have
- Experience maintaining client relationships through practice transitions.
- Experience expanding client relationships or introducing additional services.
Pay
$140,000 to $170,000 (base salary; currency not stated)
Tools
UltraTax, CCH Axcess, Lacerte
AI focus
Uses proprietary AI tools to reduce routine tasks and support higher-value client work; the role is accountable for client outcomes.
Model-written summary · the original posting is authoritative