Head of Tax Operations

Job Description About Aardvark Tax AdvisorsAardvark Tax Advisors is an AI-native tax, accounting, and advisory firm that combines startup speed with enterprise-grade rigor. We are the accounting arm of Cynch AI, the AI-native platform democratizing access to financial expertise for small businesses and entrepreneurs.The OpportunityThis is a builder role. We're looking for a senior leader who brings deep technical expertise, strong client instincts, and a genuine interest in building something new: someone comfortable operating at multiple altitudes, from advising clients on complex tax matters to designing the workflows and systems that make consistent, high-quality delivery possible at scale.What You'll DoDrive Practice Innovation and GrowthPartner with the Tax & Accounting Leader to hire, develop, and manage a high-performing team delivering tax and accounting services to a diverse client baseHelp shape how we work by contributing to the automation tools, planning systems, and technology behind our AI-native approach to tax and accountingDesign and implement scalable workflows that reduce variability, improve quality, and enable team leverageIdentify breakdowns in current processes and rebuild them into repeatable systemsTranslate complex tax work into standardized, auditable workflowsContribute to firm strategy around client experience and how we scale service deliveryOwn Client RelationshipsServe as a strategic advisor to a portfolio of clients, including high-net-worth individuals, entrepreneurs, and closely held businessesDeliver proactive tax planning, compliance, and advisory servicesBuild client relationships that are genuinely personal, with deep understanding of their business, goals, and history.About youYou're motivated by building a firm that can scale rapidly without breaking, where quality, consistency, and client experience improve as we grow, not degrade.Core QualificationsCPA or Enrolled Agent (EA) required; Master's in Taxation or related field preferred10+ years of leadership experience, including managing other managers and building high-performing teams12+ years total experience in tax and accounting, managing complex client engagementsStrong technical command of individual, partnership, and corporate taxationExperience with high-net-worth clients, entrepreneurs, or complex equity, real estate, or investment structuresExperience in trust and estate taxation is a plusLeadership & Work StyleNatural team leader: builds high-performing teams and establishes culture and expectations in newly acquired practicesExceptional communicator: able to translate complex tax and financial matters into clear, actionable guidance for non-expert clientsProcess-oriented: has redesigned workflows around new toolsSelf-directed: able to make sound decisions in a fast-moving environment where processes are still being builtWhy Join UsWe're building something rare: a firm that honors the rigor of traditional accounting while embracing the speed and tools of the future.Work with proprietary AI systems that automate the most error-prone parts of tax preparation and reporting, producing consistent, reliable outputsJoin a small, senior team with direct access to firm leadership: your decisions shape how we grow, how we serve clients, and how we build the practiceSolve a real, industry-wide problem: millions of small businesses are losing their trusted advisorsNeuro-symbolic AI with purpose: our AI creates auditable, repeatable, and explainable resultsWant to help define how a modern, AI-native tax firm operates at scale.Career opportunities grow with the firm, and we're growing fast.Work EnvironmentHybrid based in Cupertino or Pleasanton, CA (3+ days/week in office)Occasional extended hours during peak periods; occasional local travelCalifornia Salary Range: $195,000 - 265,000