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 and Pune, India
We are looking for people with proven work experience as a US Tax Expert. You'll be responsible for Preparing and filling corporation and partnership tax returns - Federal, State and City taxes. You will also be responsible for preparing, reviewing and analyzing financial reports for our clients. Our ideal candidate has in-depth knowledge of US Taxation, bookkeeping, accounting, auditing and budgeting procedures. You should have excellent knowledge of Quickbooks to manage accounting services. You should also be able to monitor daily transactions and recommend ways we can improve the financial health of clients.
Ultimately, you will play a vital role in providing ultimate financial services to our customers, ensuring compliance with the law and accuracy in accounting.
Responsibilities
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
Rigoursly follow tax timelines to ensure timely filing and avoid penalities
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)
Organize and update financial records as needed
Preparing and filling corporation and partnership tax returns - Federal, State and City taxes
Working on Delaware franchise tax return/ California franchise tax return
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
Minimum 6 years of experience in US tax domain
Have a Master's degree in accounting or business administration, or equivalent business experience
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)
Have 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
Ability to work with limited supervision in a dynamic small office environment
Must act independently and demonstrate effective conflict resolution skills
Can quickly learn to navigate current and new systems and tools
Open to working for night shifts is a must
Perks (India)
Work in a beautiful office space in the heart of Mohali/Pune
This is a full-time position
Yearly pay will be as per market standards for the profile
Meals and snacks are on us! Enjoy lunch/dinner with your amazing co-workers everyday
