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Zeni
Posted on Dec 6, 2024
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
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
- 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
- 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