Head of Tax Operations

About Aardvark Tax Advisors

Aardvark Tax Advisors is an AI-native tax, accounting, and advisory firm that combines startup speed with enterprise-grade rigor.  We are the accounting and client services arm of Cynch AI , the platform democratizing access to financial expertise for small businesses and entrepreneurs.

The Opportunity

This is a builder role.  Sitting at the center of Aardvark’s AI-enabled tax delivery model, you will lead the human judgment layer that turns platform-assisted tax work into accurate, consistent, filing-ready client outcomes.

You will operate at multiple altitudes: reviewing and signing select returns, communicating tax outcomes to clients, developing the delivery team, and designing the workflows, standards, and quality systems that allow the practice to scale without sacrificing rigor.

We are looking for someone with the tax judgment to own signing responsibility, the operating instincts to improve delivery at the system level, and the leadership presence to build trust across clients, practitioners, product, and technology teams.

What You’ll Do

Own Tax Delivery Quality

Serve as signing practitioner of record for select client returns

Own the human-in-the-loop tax quality system, including what the platform can automate, what requires human review, when work must escalate, what documentation is required, and when a return is ready for signature

Diagnose why work comes back from reviewers, and work with technology, tax, and product partners to fix root causes

Translate operational friction into workflow, process, and platform improvements that deliver measurable results

Continuously train the team so issues become non-repeating

Reduce reviewer time spent cleaning up prep work by improving upstream quality

Drive Practice Innovation and Growth

Partner with the Tax & Accounting Leader to hire, develop, and manage a high-performing team delivering tax and accounting services to a diverse client base

Help shape how we work by contributing to the automation tools, planning systems, and technology behind our AI-native approach to tax and accounting

Design and implement scalable workflows that reduce variability, improve quality, and enable team leverage

Identify breakdowns in current processes and rebuild them into repeatable systems

Translate complex tax work into standardized, auditable workflows

Contribute to firm strategy around client experience and how we scale service delivery

Own Client and Internal Relationships

Serve as a strategic advisor to internal teams, bringing tax and advisory expertise that helps shape how we serve clients at scale

Personally review a select group of returns and communicate outcomes directly to clients

Build internal and external relationships that are genuinely personal, with deep understanding of each team’s work, each client’s goals, and the history behind both