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Seasonal Document Specialist at Cynch AI

Pleasanton, California, United States -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

30.0

Posted On

26 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Document Triage, Document Sorting, Intake Pipeline Management, Document Review, Accuracy Checking, Privacy Compliance, Document Scanning, Client Communication, Logistics Management, Tax Package Assembly, Microsoft Office, CRM Platforms, Attention To Detail, Organization, Communication Skills

Industry

technology;Information and Internet

Description

We are an established and growing practice with offices in the Bay Area of California. We provide exceptional tax preparation, accounting, and advisory services to a diverse client base. Our team combines deep accounting expertise with proprietary technology that allows our professionals to focus on important decisions, client relationships, and ensuring timely and accurate outcomes. We are seeking a detail-oriented Seasonal Document Specialist who values precision, client service, and continuous improvement, to join us through April 15th. What You'll Do 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 Manage source document logistics Support Client Advocates with tax package assembly What We Need 3+ years in a fast-paced office environment OR 1-2 years in accounting/tax (including peak season) High school diploma minimum (accounting/business degree is a plus) Strong Microsoft Office skills and experience with CRM platforms (Salesforce/HubSpot preferred) Accounting/tax software experience (CCH, QuickBooks, Xero) is a bonus Ability to handle confidential information professionally Excellent attention to detail and organization; strong communication skills The Details $26-30/hour (California) 40 hrs/week through April 15th Office-based (hybrid possible during off-season) If you thrive in fast-paced environments and take pride in precision work, let's talk.

Responsibilities

The specialist will be responsible for triaging, sorting, and managing physical and digital client documents through the intake pipeline, ensuring accuracy and compliance. This includes reviewing documents, scanning them into systems, and professionally reaching out to clients for missing or incomplete information.