Remote-Ready Tax Associate — AI-Enhanced Advisory

Cynch, Inc.; Northern (KY); 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 tax and advisory arm of Cynch AI, is seeking a Tax Associate to prepare returns, perform research, and build a solid tax foundation. The role spans entities from day one, emphasizing accuracy and proactive problem-solving for our California-leaning client base.

Work can be done remotely across the continental United States, with emphasis on meeting filing deadlines, handling client questions professionally, and expanding tax knowledge through internal training and

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 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 at different stages.
• 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.
• Turn complex tax information into accurate, review-ready returns.
• 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 be able to 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.
• Handle client questions on returns, notices, and general tax matters, and elevate what’s above your level rather than guessing.
• Collect what’s needed from clients to keep filings on schedule.
• Communicate professionally, protect confidentiality, and be someone clients are glad to hear from.
• Expand your depth in tax law, regulations, and how the work actually gets done.
• Use internal training and professional development to close the gaps you and your reviewer identify.
• Turn what you learn into better ways of working for everyone.

Skills

Attention to detail

Communication skills

Questioning mindset

Education

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

Tools

Excel

Word

Job description

Aardvark Tax Advisors, the tax and advisory arm of Cynch AI, is seeking a Tax Associate to prepare returns, perform research, and build a solid tax foundation. The role spans entities from day one, emphasizing accuracy and proactive problem-solving for our California-leaning client base.

Work can be done remotely across the continental United States, with emphasis on meeting filing deadlines, handling client questions professionally, and expanding tax knowledge through internal training and