US Taxation - Team Lead

Job description: Team Lead
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
Tax Team Lead to join our Tax team.
We work with growth-
stage technology startups; usually, Seed through Series C funded. As Tax Team Lead, you will
help clients identify the best tax planning and strategy to support them in their growth stage.
You will be responsible for income tax compliances to complete in a timely manner and
mentoring the team.
Our ideal candidate has in-depth knowledge of US Taxation,
bookkeeping, accounting, auditing and budgeting procedures.
Responsibilities
● Ensure compliance of R&D tax credit and file R&D taxes for clients.
●
Review Federal and Multi-State Corporate tax returns including foreign reporting
5471/5472/8858/FBARs, and R&D Tax credit reporting.
● 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.
● Rigorously
follow tax timelines to ensure timely filing and avoid penalties.
● 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)
● Preparing and filling corporation and partnership tax returns -
Federal, State and City taxes.
● Working on Delaware franchise tax return/ California franchise tax return.
● Conduct periodic reconciliations of all accounts to ensure their accuracy.
●
Manage the workflow and interaction with various teams to ensure the timely filing of tax
returns and other deliverables.
● Analyse
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.
● Stay informed on industry developments and changes in regulations.
Requirements
● Minimum 6 years of experience in US tax domain.
● 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)
● 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