Tax Associate

Location: Hybrid, based in Cupertino, Pleasanton, or Santa Cruz, California, with additional work locations in Santa Rosa, Novato, and the North Bay. Occasional travel for client meetings or practice events is required.

Company

Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs as the accounting and client services practice of hirify.global. Proprietary AI is used to reduce routine work and support complex tax and accounting problem-solving.

What you will do

• Prepare federal, state, and local returns for individuals, corporations, partnerships, and other entities.
• Gather, organize, and review client financial information, identifying missing details before review.
• Research tax regulations, open questions, and savings opportunities, documenting authoritative sources.
• Track changes in tax law and apply them to current engagements while meeting filing and extension deadlines.
• Answer client questions about returns, notices, and general tax matters, escalating issues beyond your level.
• Maintain accurate, confidential, audit-ready client files and records.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• At least 3 years of experience in tax, accounting, or a related field.
• Working knowledge of federal, state, and local tax laws and regulations.
• Strong attention to detail, organization, written communication, and verbal communication.
• Ability to manage multiple returns at different stages and ask questions to reach accurate answers.
• Proficiency in Excel and Word.

Nice to have

• Active pursuit of a CPA or EA qualification.
• Internship or entry-level experience in public accounting or an accounting department.
• Experience with UltraTax, Axcess Tax, Drake, Lacerte, or similar professional tax software.
• Strong tax research skills and the ability to interpret regulations.

Culture & Benefits

• Hybrid work from the Cupertino, Santa Cruz, or Pleasanton offices, with North Bay locations also available.
• Extended hours during peak tax season and as needed to meet client deadlines.
• Medical, dental, and vision coverage.
• 401(k) with company match.
• Basic life and long-term disability insurance.