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 are seeking a detail-oriented Bookkeeper who values precision, client service, and continuous improvement.
The role is hybrid, based out of our Pleasanton, Cupertino, or Santa Cruz offices, with additional potential work locations in the North Bay.
To ensure your application reaches the right team, please apply online rather than calling or visiting our offices.
Requirements
Core Bookkeeping & Transaction Management
- Maintain accurate client financial records, including general ledger entries and account maintenance.
- Manage accounts payable and receivable, including vendor bills, invoicing, payment tracking, and overdue accounts.
- Record payroll transactions, expenses, and reimbursements.
- Perform monthly bank and credit card reconciliations.
Financial Reporting & Close
- Prepare monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow statements.
- Support month-end and year-end close and prepare financial information for tax filings and internal review.
Client Support
- Serve as a primary point of contact for bookkeeping-related client needs.
- Gather financial documentation and help clients use accounting platforms such as QuickBooks and Xero.
Collaboration & Technology
- Partner with accountants and tax professionals to keep bookkeeping and tax work accurate and coordinated.
- Maintain organized client records and documentation in firm systems.
- Adopt tools and workflow improvements that increase accuracy and efficiency.
Core Qualifications
- Associate degree or higher in Accounting, Finance, or related field
- 2+ years of bookkeeping experience
- Proficiency in QuickBooks, Xero, or similar accounting platforms
- Strong understanding of accounts payable, accounts receivable, and general ledger management
Preferred Skills
- Payroll processing experience
- Familiarity with U.S. tax regulations
- Experience supporting multiple clients in a fast-paced environment
- Accounting or bookkeeping certification
Work Environment
- Hybrid: generally three days per week onsite, in our Cupertino office
- Overtime may be required during peak tax seasons
- Remote or in-office work depending on firm needs
- Tax season requires full-time in-office
- Occasional client site visits may be required
Salary Range (Bay Area): $65,000 - $85,000
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k))
- Life Insurance (Basic)
- Paid Time Off (Unlimited Vacation, plus Sick & Public Holidays)
- Short Term & Long Term Disability
- Work From Home (Hybrid)
- Stock Option Plan