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