Job Title: Tax Senior Associate or Tax Manager
Location: Remote (U.S. or India)
Compensation: INR 2.4–15 lakhs/year (based on experience)
Extras: Performance Bonus + Equity (Stock Options)
Type: Full-time
About Us
We are a Silicon Valley–backed AI startup transforming the accounting and tax landscape through intelligent automation. Backed by leading global investors and accelerators, we’re building the next-generation AI Financial Operating System for small businesses — combining bookkeeping, tax, and CFO services into one seamless experience.
This is a unique opportunity to join a fast-growing, high-impact startup where you’ll lead core tax operations, shape processes, and work closely with U.S.-based clients and a global team.
The Opportunity
We’re hiring a Tax Sr. Associate / Manager with strong experience in U.S. tax compliance across multiple entity types. You’ll manage the full tax cycle — from preparation and review to client delivery — while working closely with an offshore team of preparers. This role is ideal for someone who enjoys hands-on work, client interaction, and process leadership in a tech-driven environment.
What You’ll Do
- Tax Filings & Review: Manage and review U.S. federal and state tax returns, including:
- Individuals (Form 1040)
- C-Corporations (Form 1120-C)
- S-Corporations (Form 1120-S)
- Partnerships (Form 1065)
- Information Returns (Form 1099 series)
- Sales, Excise, and Franchise Taxes
- Entity Lifecycle Management: Support clients with incorporations, dissolutions, and annual franchise filings.
- Offshore Team Leadership: Collaborate with and review work from offshore preparers to ensure accuracy and compliance.
- Client Communication: Serve as a primary point of contact for U.S. clients — providing filing updates, resolving issues, and explaining outcomes.
- Tax Research & Advisory: Stay up-to-date with IRS and state developments and advise clients accordingly.
- AI & Automation: Leverage Otterz’s AI tools to streamline tax workflows, improve accuracy, and enhance efficiency.
- Process Ownership: Identify and implement best practices to scale tax operations.
What We’re Looking For
- 3–7 years of hands-on experience in U.S. tax preparation and review, ideally within CPA firms or BPOs.
- Strong knowledge of federal and multi-state filings for individuals, partnerships, C-corps, and S-corps.
- Experience with tax software such as Drake, ProConnect, or Lacerte.
- Exposure to multiple industries (e.g., tech, services, e-commerce, healthcare, real estate).
- Solid understanding of U.S. GAAP and IRS compliance standards.
- Excellent English communication and client management skills.
- Leadership experience overseeing a tax prep team is a plus.
- CPA, EA, or pursuing certification preferred but not required.
Why Join Us
- Career Growth: Clear path toward a senior manager or head of tax role.
- Equity Upside: Early employee stock options in a high-growth AI startup.
- Innovation: Work at the intersection of tax and technology.
- Global Exposure: Collaborate with U.S. clients and international teams.
- Remote Flexibility: Work from anywhere.
- Impact: Help redefine how small businesses manage their tax and compliance.
How to Apply
Send your resume, current CTC, and notice period, along with a short note highlighting your U.S. tax experience, to hello@otterz.co with the subject line:
“Tax Associate Manager – Remote.”
Job Type: Full-time
Projected Total Compensation: ₹240,000.00 - ₹1,500,000.00 per year
Benefits:
- Flexible schedule
- Provident Fund
- Work from home