US Taxation - Team Lead

Job description : Team Lead

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
• Tax Team Lead to join our Tax team.
• We work with growth -
• stage technology startups; usually, Seed through Series C funded. As Tax Team Lead, you will
• help clients identify the best tax planning and strategy to support them in their growth stage.
• You will be responsible for income tax complianc es to complete in a timely manner and
• mentoring the team.

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

Responsibilities

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

• ●
• Review Federal and Multi - State Corporate tax returns including foreign reporting

5471/5472/8858/FBARs, and R&D Tax credit reporting .

● 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 .

• ● Rigorously
• follow tax timelines to ensure timely filing and avoid penalties .

● Must be able to advice clients on tax requirements and need to timely file taxes .

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

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

● Working on Delaware franchise tax return/ California franchise tax return .

● Conduct periodic reconciliations of all accounts to ensure their accuracy .

• ●
• Manage the workflow and interaction with various teams to ensure the timely filing of tax

returns and other deliverables.

• ● Analyse
• 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 .

● Stay informed on industry developments and changes in regulations .

Requirements

● Minimum 6 years of experience in US tax domain .

● Master’s degree in accounting or business administration, or equivalent business

e xperience .

● Professional qualification such as a CA/CPA .

● 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