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US Tax Expert

Zeni is on a mission to build the world's most advanced CFO-As-A-Service platform, built 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

Culture and Perks

We approach work with a calm focus and a sense of humor, while keeping sane working hours. At Zeni, we also have a culture where ideas come from the bottom up! Ownership, trust and support will be afforded to you in a setup that will allow you to be yourself and add value like never before. You’ll receive a competitive salary package and stock, plus perks, with flexible and remote working hours. Social responsibility is something we believe in and regularly volunteer with our community partners with the full support of the company.


  • Medical, dental & vision insurance coverage
  • 401K
  • Unlimited PTO
  • Education/CPE reimbursement
  • WFH stipend to support your home office needs
  • Parental Leave

About Zeni - Champions of Customer Service

Zeni began the Startup FinOps revolution in 2019 by enabling founders to scale their business without ever building an internal finance team. With just the right mix of Human + AI + Machine Learning, Zeni gives founders +40 hours of their time back each month so they can spend more time with their teams and scale faster. Zeni is a Series B company and has raised $47.5M in venture capital. The company is based in Palo Alto, California but has an office in Pune, India as well as a distributed remote workforce. Learn more at

Zeni is an equal opportunity employer, and we’re proud of our ongoing efforts to foster global diversity, equity, & inclusion in the workplace. Individuals seeking employment and employees at Zeni are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law.

Zeni endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to with your specific accommodation request.

By submitting your application, you agree that Zeni may collect your personal data for recruiting, global organization planning, and related purposes.

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