Cynch AI · 10 hours ago
Document Specialist
Pleasanton, CA
Full-time
Hybrid
Mid Level
$26/hr - $30/hr
3+ years expCynch AI, through its Aardvark Tax Advisors division, is a fast-growing accounting practice in the SF Bay Area. They are seeking a Document Specialist to manage client documents, ensuring accuracy and compliance, while supporting the Client Advocates with tax package assembly.
Financial ServicesFinTechGenerative AI
Responsibilities
Triage and sort client documents (physical and digital) by type and manage them through our intake pipeline
Review documents for accuracy, completeness, and compliance with privacy standards
Scan documents into our systems so preparers can actually work with them
Reach out to clients professionally when documents are missing or incomplete
Conduct drawer audits and manage source document logistics
Support Client Advocates with tax package assembly
Qualification
Required
3+ years in a fast-paced office environment OR 1-2 years in accounting/tax (including peak season)
High school diploma minimum
Strong Microsoft Office skills
Ability to handle confidential information professionally
Excellent attention to detail and organization
Strong communication skills
Preferred
Accounting/business degree is a plus
Experience with CRM platforms (Salesforce/HubSpot preferred)
Accounting/tax software experience (CCH, QuickBooks, Xero) is a bonus
Benefits
Health/dental/vision
401(k) match
Company
Cynch AI
Cynch AI is a fintech company that offers reasoning, machine learning, and generative AI to help people make financial decisions.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$33.98MKey Investors
True Global Ventures (TGV)
2025-12-10Series Unknown· $9M
2024-11-01Series Unknown· $18.75M
2023-03-13Series Unknown· $6.23M
Recent News
2025-12-16
2024-12-16
Company data provided by crunchbase