Hiring: Document Specialist Company: Cynch AI Location: Soquel, CA Job Posted Time: 2026-09-17 05:36:08 Employment Type: Contract Target Skills & Keywords : HubSpot, Microsoft Excel, Microsoft Office, Salesforce About the job Experience: •1-2 years' experience in an accounting/tax practice (including peak season). •3+ years of experience in a fast-paced office or academic environment, or 1-2 years' experience in an accounting/tax practice (including peak season). Required Skills: •Triage documents received from clients (physical and via portal) and sort by document type. •Review and proofread documents for accuracy and completeness. •Scan documents into Aardvark systems. •Review and process Intake documents for assigned tickets in a timely manner, moving them through the Intake Pipeline so they're ready for Preparers. •Ensure client documents comply with legal and regulatory standards, especially regarding privacy and data protection. •Conduct drawer audits to determine what source documents are onsite. As needed, send source documents back to clients for completed returns. •Partner cross-functionally with Client Success and Tax teams to gather information needed to create or update documents. •Communicate with clients about any outstanding required documents in a professional manner and maintain confidentiality. Qualifications: •High school diploma or significant professional experience. Associate or Bachelor's degree in Business Administration, Accounting, or a related field is a plus. •Basic understanding of accounting principles and tax processes is a plus. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!