Senior Tax Associate

Cynch AI; Novato (CA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k with match

Basic Life

LTD

Job summary

Aardvark Tax Advisors, a full-service tax, accounting, and advisory firm, is seeking a Tax Associate to prepare returns and perform tax research. The role supports clients across entities and requires attention to detail and strong communication.

The position is hybrid, based in Cupertino, Pleasanton, or Santa Cruz offices, with North Bay travel. You will grow through learning, training, and professional development.

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 the organizational discipline to hold several returns at different stages at once
• Clear written and verbal communication with clients and colleagues
• Fearless about asking the right questions and getting to the right answers
• 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
• 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

Excel proficiency

Verbal and written communication

Tax research skills

Problem solving

Education

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

Tools

UltraTax

Lacerte

Drake Tax

Axcess Tax

Job description

Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. We're the accounting and client services practice of Cynch AI.

We're growing fast. As the accounting profession faces a growing succession challenge, we’re partnering with retiring practitioners and thoughtfully bringing their clients into Aardvark, preserving the trusted relationships and personal service those clients value.

We use proprietary AI to amplify your expertise while always deferring to your judgment. By shifting routine work to AI, Cynch's platform gives our accounting and tax teams more time for complex problem-solving, proactive planning, and building client relationships that last.

We're looking for a Tax Associate to prepare returns, do the research behind them, and build the technical foundation that carries a career in tax. That means working across entity types from day one, learning to find the answer rather than waiting for it, and treating accuracy as the baseline rather than the goal.

The role is hybrid, based out of our Cupertino, Pleasanton, or Santa Cruz offices, with additional work locations in the North Bay.

What You'll Do:

Tax Preparation & Compliance

• 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

Client Support

• Handle client questions on returns, notices, and general tax matters, and
• Collect what's needed from clients to keep filings on schedule
• Communicate professionally, protect confidentiality, and be someone clients are glad to hear from

Learning & Development

• 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

Requirements

Core 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 the organizational discipline to hold several returns at different stages at once
• Clear written and verbal communication with clients and colleagues
• Fearless about asking the right questions and getting to the right answers
• Proficiency in Excel and Word

Helpful additions

• Actively pursuing CPA or EA
• Internship or entry-level experience in a public accounting firm or an accounting department
• Experience with professional tax software (UltraTax, Axcess Tax, Drake, Lacerte, or similar)
• Strong research skills and the ability to read a regulation and interpret its meaning

Work Environment

• Hybrid: Cupertino, Santa Cruz, or Pleasanton, CA, North Bay
• Extended hours during peak tax season and as needed to meet client deadlines
• Occasional travel for client meetings or practice events

Benefits

• Medical
• Dental
• Vision
• 401k with match
• Basic Life
• LTD