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 professional expertise while always deferring to human 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 Document Specialist to review, organize, and confirm the accuracy of every client document that moves through the practice. That means meticulously reviewing documents to confirm they are accurate, properly formatted, and accessible to Client Success team members and Tax Preparers, and treating document accuracy as the foundation the whole engagement process stands on.
We have an open position in both our Soquel and Cupertino offices.
To ensure your application reaches the hiring team, please apply online only.
California hourly range: $28 - $34/hr
Most financial decisions are made without expertise, analysis, or data. Meanwhile, the most successful people and companies have access to expensive consultants with deep financial expertise. Our vision is to level the playing field. We’re combining reasoning, machine learning, and generative AI to capture financial expertise and make it available to everyone. We’re initially focused on small businesses, helping them to achieve better outcomes for their owners, their employees, and their communities.
How do you combine reasoning, machine learning, and generative AI? For us, this is the most interesting and challenging problem in AI today. Accounting is a “goldilocks” domain for tackling these problems — it’s sufficiently constrained to be tractable but sufficiently complex to require something new. Accountants will tell you that accounting is all about rules, judgement, and understanding your client — reasoning, learning, and generative AI.
We are a seasoned team that is excited to take on a big technical challenge with a big impact. We care about the ethical implications of our work and are excited to work with others that do too.
