Team Lead, US Taxation

December 9, 2024

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Zeni

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Zeni is a financial technology company that offers AI-powered bookkeeping and financial operations services. The company provides automated solutions for bookkeeping, bill payments, reimbursements, business checking, and credit cards. Zeni enhances financial management efficiency through AI-driven tools and a dedicated team of financial experts, making it easier for businesses to manage their finances. Additionally, Zeni offers Fractional CFO services, tax support, and payroll management, catering to companies at various growth stages.

Bookkeeping • accounting • CFO Services • Startup finances

201 - 500 employees

💳 Fintech

☁️ SaaS

🤝 B2B

📋 Description

• 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. • 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.