Tax Preparer/Client Services
Cynch AI
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. 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
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 Build real 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
Requirements Core Qualifications Bachelor's degree in accounting, finance, or a related field
0-3 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
Familiarity 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
Benefits Medical
Dental
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- 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,...Suggested
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