US Taxation - Associate / Sr. Associate

Job description: Associate / Sr. Associate - Tax

Zeni

• is a new age, full - service finance firm, built from the ground up using AI & ML, for
• startups and small businesses. Zeni’s AI and Finance Experts collaborate together to deliver
• 100% accurate accounting. We are based in Palo Alto, USA ,
• Pune

& Mohali

• in
• India .

• We are currently seeking a talented
• Sr Associate -
• Tax
• to join our Tax team.
• We work with
• growth - stage technology startups; usually, Seed through Series C funded. You will be
• responsible for income tax compliances to complete in a timely manner.

• Our ideal candidate
• has in - depth knowledge of US Taxation, bookkeeping, accounting, auditing and budgeting
• procedures.

Responsibilities

• Preparing and filling corporation and partnership tax returns -
• Federal, State, and City taxes

• Working
• on Delaware franchise tax return/ California franchise tax return

Ensure compliance of R&D tax credit and file R&D taxes for clients

Review W9’s and filling of 1099 forms with IRS and states

• Ability
• to solve IRS and State Tax notice requests and handle clients' tax requests

Liaise with Tax Accountants to track tax payments and returns

Rigourously follow tax timelines to ensure timely filing and avoid penalties

Must be able to advise clients on tax requirements and need to timely file taxes

Deliver high - quality books efficiently for our customers (Specifically for US - based clients)

Organize and update financial records as needed

End to end Management of QuickBooks and Zeni Dashboard for accounting services/ Tax

s ervices .

Conduct periodic reconciliations of all accounts to ensure their accuracy

Analyze transactions and prepare reports

Oversee ledger reconciliation and manage accounts payable/receivable

Delight customers with expert guidance and support

Work with engineering to define and evolve our bookkeeping processes

Keep company financial information confidential

Follow accounting policies and procedures

• Stay
• informed on industry developments and changes in regulations

Requirements

• ● At
• least 2 - 3 years’ experience
• in US tax domain (business tax returns / state tax returns)

• ● Prefer master’s degree in accounting
• or business administration, or equivalent business

e xperience .

● Value add if the candidate has p rofessional qualification such as a CA/CPA (pursuing)

● Excellent knowledge of US Taxes .

• ● Excellent knowledge of accounting software –
• QuickBooks .

● Experience working with US clients/ Start - ups is MUST .

● Knowledge about accounting tools like Bill.com, Expensify will be an added advantage

● Thorough knowledge of accounting and financial procedures for US (GAAP)

● Advanced MS Excel knowledge (familiarity with formulas, VLOOKUPs and pivot tables)

● E xcellent communication skills, both in person and in writing .

● Excellent analytical skills with an attention to detail .

● Integrity, with an ability to handle confidential information

● Experience and comfort with phone support a plus

● Experience working in a fast - paced, multi - context startup environment