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
Skills Required
- At least 2–3 years of experience in U.S. taxation, including business and state tax returns
- Excellent knowledge of U.S. taxes
- Experience working with U.S. clients and startups
- Excellent knowledge of accounting software, specifically QuickBooks
- Thorough knowledge of U.S. GAAP accounting and financial procedures
- Advanced Microsoft Excel knowledge, including formulas, VLOOKUPs, and pivot tables
- Excellent written and verbal communication skills
- Excellent analytical skills and attention to detail
- Integrity and ability to handle confidential information
- Master’s degree in accounting, business administration, or equivalent business experience
- Professional qualification such as CA or CPA, including pursuing candidates
- Knowledge of Bill.com or Expensify
- Experience or comfort with phone support
- Experience working in a fast-paced, multi-context startup environment
What We Do
Zeni is AI accounting and AI bookkeeping software for startups, small businesses and accounting firms. Two AI agents do the work of a finance team, and CPAs and finance experts review the results. The AI Accountant handles day-to-day accounting. It categorizes transactions, posts journal entries, reconciles bank and card accounts, matches receipts and runs audit checks before every month-end close. The AI CFO turns those always-current books into financial reports, forecasts, runway projections and what-if scenarios, and answers financial questions on demand. What Zeni does: • AI accounting: journal entries, reconciliations and month-end close • AI bookkeeping: transactions categorized and receipts matched as they come in • AI financial reporting: P&L, balance sheet and cash flow, always current • AI CFO: forecasting, runway and scenario modeling • AI accounts payable, bill pay and reimbursements in one platform • Expert review: CPAs, CAs and CFOs keep books GAAP-compliant and audit-ready • Optional services: fractional CFO, business tax and payroll Zeni works with QuickBooks Online and NetSuite, manages $20B in transactions a year, and saves customers 70+ hours a month on average. Founded in 2019, Zeni is headquartered in Palo Alto, California.
Why Work With Us
At Zeni, we're building the AI Accountant and AI CFO that change how businesses run their finances. We move fast, think big and lift each other up. You'll work alongside engineers, designers and CPAs, innovating on intelligence both artificial and human, as one team with one mission.
