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Cynch AI
Pleasanton, CA, US
Source: Cynch AI careers · View original posting
From Cynch AI's posting. “We” and “our” refer to the employer.
At Aardvark Tax Advisors, the client comes first. We’re a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. Our people are uniquely enabled to spend more of their time understanding clients, solving complex problems, and building lasting relationships.
Technology helps make that possible. As the accounting and client services practice of Cynch AI, we use proprietary AI to reduce routine tasks and free up time for higher-value client work. Our tools support the work. Our people remain accountable for the outcome.
We’re building an expanding practice with clear paths for career advancement. We're a fast-growing practice with clear paths for advancement. We grow organically and through strategic acquisitions, and as we grow so does our team's scope of responsibility.
Each level has defined expectations and advancement criteria, with performance-based opportunities for greater responsibility and equity over time.We're looking for a Client Advocate to own the client experience for an assigned group of clients and step in when issues require additional attention. You'll guide clients through the tax and accounting process, keep engagements moving, resolve service issues, and make sure clients are well-informed, know what is needed from them, and what comes next.
This role is onsite, out of our Pleasanton office.
To ensure your application reaches the right team, please apply online rather than calling or visiting our offices.
Salary Range: $90,000 – $115,000, plus equity
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