Leads US tax compliance and planning for startup clients, including federal, state, city, corporate, partnership, R&D credit, foreign reporting, 1099, and franchise tax filings. Reviews books, reconciliations, transactions, and accounts payable/receivable; resolves tax notices; manages filing workflows and client support; mentors tax staff; collaborates with engineering on bookkeeping processes; and monitors regulatory changes.

Prepare and file U.S. federal, state, city, Delaware, and California tax returns; manage R&D tax credits, 1099 filings, tax notices, and compliance deadlines. Maintain accurate books for U.S. startup clients using QuickBooks and Zeni Dashboard, reconcile accounts, analyze transactions, manage payables and receivables, and prepare reports. Advise clients, support tax accountants, maintain confidentiality, follow accounting policies, and collaborate with engineering to improve bookkeeping processes.

Conduct high-volume outbound outreach to generate and qualify leads, research accounts, book demos for account executives, maintain CRM data, meet metrics, and support account relationships.