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