Tax Manager

Aardvark Tax Advisors, LLC

We are a fast-growing accounting practice, with offices in the Bay Area of California. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous improvement, we are seeking an experienced Tax and Accounting Professional to join our dynamic team and help deliver the exceptional client service we strive to provide. If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you. 

This role will play a vital part in delivering high-quality tax services, managing client relationships, and driving effective tax planning and resolution strategies. Reporting to the Tax & Accounting Leader, this role will also collaborate closely with other management team members.

Responsibilities

Client Relationships:

• Build and maintain strong relationships by addressing complex tax matters and providing strategic financial and tax advice.

• Collaborate with colleagues to identify client challenges and opportunities.

Tax Services:

• Manage and oversee the preparation of individual, business, and estate tax filings.

• Ensure filings comply with regulations and are submitted on time.

• Research tax issues, stay updated on tax law changes, and develop strategies aligned with client goals.

• Help design, test, evaluate, and adopt new processes and technologies as they become available.

Collaboration & Development:

• Work closely with leadership and other team members to plan and execute client engagements.
• Share insights and best practices to support process improvements and the adoption of new technologies.
• Participate in training sessions to enhance professional knowledge and technical skills.

Requirements

• CPA, EA, or equivalent professional certification.

• Bachelor’s degree in Accounting, Finance, or a related field.

• 5+ years of tax or financial accounting experience, including client-facing roles.

• Strong knowledge of U.S. federal and state tax regulations.

• Proficiency in accounting software (e.g., QuickBooks) and Microsoft Office Suite.

• Excellent communication, leadership, and organizational skills.

Benefits

• Opportunity to work with a diverse portfolio of clients in a fast-growing firm. 

• Competitive compensation and benefits package that includes health, dental, and vision plans and a 401k match.

• A collaborative and supportive work environment focused on client success.

If you are passionate about supporting the financial well-being of clients and driving excellence in tax services, we’d love to hear from you.