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US Tax Expert

Zeni is on a mission to build the world's most advanced CFO-As-A-Service platform, build from the ground up using AI and ML. Built by the founders of Mezi, an AI-powered Travel-As-A-Service platform, you'll be working with a team that has spent the last five years building and scaling one of the most successful human-assisted AI platforms.

What we're looking for

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 FinanceExperts 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 USTax Expert. You’ll be responsible for Preparing and filling corporation and partnership tax returns - Federal, State and City taxes. You will be also 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 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.


●     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 of1099 forms with IRS and states

●     Ability to solve IRS and StateTax notice requests and handle clients tax requests 

●     Liaise with Tax Accountants to track tax payments and returns

●     Rigorously follow tax-time lines 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)

●     Organize and update financial records as needed

●     End to end Management ofQuickbooks 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


●     Proven work experience as a TaxExpert for US accounting

●     Have a Master’s degree in accounting or business administration, or equivalent business experience

●     Professional qualification such as a CA/CPA (added advantage)

●     Excellent knowledge of USTaxes

●     Excellent knowledge of accounting software - QuickBooks

●     Experience working with US clients/ Start-ups is MUST

●     Knowledge about accounting tools like, 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 start-up 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 nightshifts is a must

Sounds like the role for you? Hit 'Apply Now' and let's get started!

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