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
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
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
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 –
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)
● 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