CPA/Senior Tax Preparer

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.

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. 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.

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 elevate what’s above your level rather than guessing.

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.

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.

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).

Extended hours during peak tax season and as needed to meet client deadlines.

Occasional travel for client meetings or practice events.

Medical

Dental