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Lead, Special Projects

Cynch AI · Santa Cruz, CA · Aardvark Tax Advisors executive and practice operations

Compensation

$95k – $125k /yr

Employment type

Full-time

Work setting

Hybrid

Location

Santa Cruz, CA

Schedule

Day shift

Posted

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Job overview

The Lead, Special Projects role is hybrid in Cupertino, Santa Cruz, or Pleasanton, CA. The preliminary salary range is $95,000–$125,000 per year. The role supports Aardvark Tax Advisors, the accounting and client-services practice of Cynch AI, which uses proprietary AI to reduce routine work and free time for higher-value client service. Reporting to the Managing Director and supporting the executive team, this role takes ownership of operational problems and special projects, moving them from ambiguity to resolution. It helps leadership focus on priorities by coordinating plans, improving repeatable processes, and keeping projects and operating routines on track.

What you'll do

  • Turn team priorities into plans with owners, milestones, and budgets
  • investigate practice needs and recommend solutions
  • prepare agendas and pre-reads, capture decisions, and follow up on action items
  • unblock projects with practice managers
  • document repeatable processes
  • take on unowned projects such as acquisitions, data analysis, vendor contracts, licensing, registrations, and policy development.

What we're looking for

Skills & competencies
lead, special projects
hybrid
cupertino ca
santa cruz ca
pleasanton ca
cynch ai
aardvark tax advisors
operations
project management
process improvement
ai tools
$95k–$125k/year
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, and vision
  • 401(k)
  • basic life insurance
  • unlimited vacation plus sick and public holidays
  • short- and long-term disability
  • hybrid work-from-home arrangement
  • stock option plan.

Why this role

The role combines chief-of-staff perspective with hands-on execution and includes hybrid work in Cupertino, Santa Cruz, or Pleasanton.

About the employer

Cynch AI is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.

Additional details

Industry sector
54
Industry
Offices of Certified Public Accountants
Occupation code
13-1082.00
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