Tax Associate

Aardvark Tax Advisors, LLC, is the fast-growing accounting practice of Cynch AI, with offices located in the SF Bay Area. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing innovative technology. With a commitment to professionalism, reliability, and continuous improvement, we are seeking experienced Tax Associates to join our dynamic team and help deliver the exceptional client service we strive to provide. If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you.

Job Description:

Tax Associates are responsible for assisting in the preparation of tax returns, conducting tax research, and supporting the tax team in delivering high-quality service to clients. This entry-level role is ideal for individuals looking to build a solid foundation in tax compliance and consulting within a professional accounting environment. Our Tax Associates collaborate closely with senior team members to ensure accurate and timely tax filings, gaining exposure to various industries and working closely with our clients.

Key Responsibilities

• Tax Preparation & Compliance:
• Assist in the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Gather and organize client financial information, ensuring all relevant data is included for accurate tax filings.
• Prepare workpapers, supporting schedules and documentation for tax returns and assist with tax provisions.
• Ensure timely filing of tax returns and extensions.
• Conduct tax research on various federal, state, and local tax issues, including regulations and potential tax savings opportunities.
• Stay updated on changes in tax laws and regulations, applying relevant knowledge to client engagements.
• Assist in maintaining accurate client files and records for audit readiness.

• Client Support:
• Assist with client inquiries regarding their tax returns, notices, and general tax matters.
• Collaborate with clients to collect necessary information, ensuring compliance with filing deadlines.
• Communicate with clients in a professional manner, maintaining confidentiality and fostering positive relationships

• Learning & Development:
• Develop a strong understanding of tax laws, regulations, and industry best practices.
• Participate in internal training and professional development opportunities to enhance technical tax skills.
• Take the initiative to develop problem-solving and analytical skills related to tax issues.

• Bachelor’s degree in accounting, finance, or a related field (master’s in taxation or accounting is a plus).
• 0-5 years of experience in tax, accounting, or related fields.
• Basic understanding of federal, state, and local tax laws and regulations.
• Strong attention to detail, with excellent organizational and time management skills.
• Effective communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
• Proficiency in Microsoft Office Suite (Excel, Word) and familiarity with tax software (e.g., UltraTax, Axcess Tax, Drake, Lacerte) is a plus.

Preferred Skills

• Actively pursuing Certified Public Accountant (CPA) or Enrolled Agent (EA) designation.
• Internship or entry-level experience in a public accounting firm or accounting department.
• Strong analytical and research skills with the ability to interpret tax laws and regulations.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Working Conditions

• Office-based role with the potential for hybrid or remote work depending on company policies.
• Flexibility to work extended hours during peak tax season.
• Occasional travel may be required for client meetings or company events.

What We're Offering

• Impact & Influence – A key leadership role shaping the future of our company and industry.
• A Culture of Collaboration – Transparency, inclusiveness, and a team where every voice matters.
• Flexible Work Environment – Remote and hybrid work options to attract the best talent, regardless of location.
• Competitive Compensation – A strong salary and equity package—you’ll share in our success.
• Comprehensive Benefits – Health, dental, vision, 401(k) with match, and more.

If you're ready to be a pioneer in the accounting industry, eager to put your skills to work, and excited about making a significant impact in a dynamic team, we're eager to meet you. Let's reinvent accounting with AI.