US Taxation - Associate​/Sr. Associate

Job description:

Associate / Sr. Associate - Tax
Zeni
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.

• 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 Quick Books and Zeni Dashboard for accounting services/ Tax services.
• 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

• 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 experience.
• Value add if the candidate has professional qualification such as a CA/CPA(pursuing)
• Excellent knowledge of US Taxes.
• Excellent knowledge of accounting software – Quick Books.
• Experience working with US clients/ Start-ups is MUST.
• Knowledge about accounting tools like , 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)
• Excellent 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