Cynch AI
Senior Tax Associate
$85K–$115K
Pleasanton, California +2 · Senior · Full-time · Posted Aug 28, 2026
- Location
- Pleasanton, California
Cupertino, California
Santa Cruz, California - Experience
- 3+ years in tax, accounting, or a related field.
- Education
- Bachelor’s degree in accounting, finance, or a related field.
About the job
Prepares and researches tax returns across entity types, supports clients with tax questions, and maintains accurate, deadline-ready filings.
What you'll do
- Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
- Research tax issues, track law changes, and maintain accurate client files and records.
- Respond to client questions and gather information needed to complete filings on schedule.
What they ask for
- 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.
Nice to have
- Actively pursuing CPA or EA.
- Experience with professional tax software (UltraTax, Axcess Tax, Drake, Lacerte, or similar).
Pay
USD 85000 - 115000 (base salary); USD 85,000 - 115,000 (base salary)
Tools
Excel, Word, UltraTax, Axcess Tax, Drake, Lacerte
AI focus
Uses proprietary AI tools to reduce routine tasks and free time for higher-value client work; people remain accountable for outcomes.
Model-written summary · the original posting is authoritative