Hybrid Tax Associate - AI-Driven Growth & Client Focus

Cynch AI; Cupertino (CA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k with match

Basic Life

LTD

Job summary

Aardvark Tax Advisors, the Cynch AI accounting and client services arm, seeks a Tax Associate to prepare returns, conduct research, and build the technical foundation for a tax career. You’ll work across entity types from day one and learn to find answers, with senior practitioners reviewing your work.

This hybrid role is based in Cupertino, Pleasanton, or Santa Cruz, CA, with growth opportunities in the North Bay. Expect feedback and a path to becoming highly proficient in tax.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 0–3 years in tax, accounting, or a related field.
• Working understanding of federal, state, and local tax laws and regulations.
• Attention to detail and the ability to manage multiple returns.
• Clear written and verbal client communication.
• Proficiency in Excel and Word.

Responsibilities

• Prepare federal, state, and local returns for individuals, corporations, partnerships, and other entities.
• Gather and organize client financial information and flag missing items.
• Build workpapers, supporting schedules, and documentation.
• Hit filing deadlines for returns and extensions.
• Research tax issues and cite sources.
• Track changes in tax law and apply them to engagements.
• Maintain client files to audit-ready standards.
• Handle client questions on returns and notices with appropriate escalation.

Skills

Attention to detail

Client communication

Team collaboration

Education

Bachelor’s degree in accounting, finance, or related field

Tools

Excel

Word

UltraTax

Drake

Lacerte

Axcess Tax

Job description

Aardvark Tax Advisors, the Cynch AI accounting and client services arm, seeks a Tax Associate to prepare returns, conduct research, and build the technical foundation for a tax career. You’ll work across entity types from day one and learn to find answers, with senior practitioners reviewing your work.

This hybrid role is based in Cupertino, Pleasanton, or Santa Cruz, CA, with growth opportunities in the North Bay. Expect feedback and a path to becoming highly proficient in tax.