Hybrid Tax Associate — AI-Driven Growth Path

Cynch AI; Santa Cruz (CA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k with match

Basic Life

LTD

Job summary

Aardvark Tax Advisors, part of Cynch AI, is hiring a Tax Associate to prepare returns across entities, perform research, and build the foundation for a tax career. The role is hybrid and based in Cupertino, Pleasanton, or Santa Cruz, CA, with some North Bay options.

You will work with senior practitioners, meet deadlines, and develop depth in tax law through internal training. The position emphasizes accuracy, client service, and proactive problem solving in a fast-growing firm.

Qualifications

• Bachelor’s degree in accounting, finance, or a 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 ability to manage multiple returns.
• Clear written and verbal communication with clients and colleagues.
• 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 notice when something is missing before it becomes a problem at review.
• Build workpapers, supporting schedules, and documentation that others can pick up and follow.
• Hit filing deadlines for returns and extensions. Deadlines are not a negotiation.
• Research federal, state, and local tax issues—regulations, open questions, and savings opportunities—and show your source.
• Track changes in tax law and apply them to the engagements in front of you.
• Maintain client files and records to a standard that holds up under audit.

Skills

Attention to detail

Strong communication

Organizational skills

Team collaboration

Education

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

Tools

Excel

Word

Job description

Aardvark Tax Advisors, part of Cynch AI, is hiring a Tax Associate to prepare returns across entities, perform research, and build the foundation for a tax career. The role is hybrid and based in Cupertino, Pleasanton, or Santa Cruz, CA, with some North Bay options.

You will work with senior practitioners, meet deadlines, and develop depth in tax law through internal training. The position emphasizes accuracy, client service, and proactive problem solving in a fast-growing firm.