Job Description
Job Description
About us
Aardvark Tax Advisors is the fast-growing accounting practice of Cynch AI, with offices in the SF Bay Area. We provide superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing innovative technology. We're committed to professionalism, reliability, and continuous improvement—and we're looking for someone to join our Client Success team who cares about delivering exceptional service.
What You'll Do
- Triage and sort client documents (physical and digital) by type and manage them through our intake pipeline
- Review documents for accuracy, completeness, and compliance with privacy standards
- Scan documents into our systems so preparers can actually work with them
- Reach out to clients professionally when documents are missing or incomplete
- Conduct drawer audits and manage source document logistics
- Support Client Advocates with tax package assembly
What We Need
- 3+ years in a fast-paced office environment OR 1-2 years in accounting/tax (including peak season)
- High school diploma minimum (accounting/business degree is a plus)
- Strong Microsoft Office skills and experience with CRM platforms (Salesforce/HubSpot preferred)
- Accounting/tax software experience (CCH, QuickBooks, Xero) is a bonus
- Ability to handle confidential information professionally
- Excellent attention to detail and organization; strong communication skills
The Details
- $26-30/hour (California)
- 40 hrs/week during tax season; 30-35 hrs/week off-season
- Office-based (hybrid possible during off-season)
- Health/dental/vision, 401(k) match
If you thrive in fast-paced environments and take pride in precision work, let's talk.