All Open Positions

R&D Tax Manager

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 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.

We are currently seeking a talented R&D Tax Manager to join our Tax team.  This role is designed to support our startup clients who need R&D Tax help. We work with growth-stage technology startups; usually, Seed through Series C funded. As R&D Tax Manager, you will help clients identify eligible R&D activities and prepare effective supporting documentation for several clients. In this role, you will develop a standardized approach that includes the use of various analyzer and optimization tools. 

Responsibilities

  • Researching, gathering data and analyzing R&D tax matters and financial reports. 
  • Leading interaction with client’s Subject Matter Experts (SME) to understand and identify qualified activities to substantiate the R&D tax credit in accordance with IRC Sections 41 and 174.
  • Preparing documents as required. 
  • Performing quantitative and qualitative research, including project write-ups, base period, department overviews, and methodology memos.
  • Analyzing client data to compute Federal and State R&D tax credits.
  • Managing projects including scheduling and client correspondence.
  • Developing and sustaining excellent client relationships during delivery of R&D tax credit services
  • Assisting with Audit representation including drafting responses and working with the IRS to resolve client matters.
  • Assist with automation of R&D process.

Requirements

  • Bachelor's degree in Accounting/ Finance/Taxation/Business Administration 
  • 5+ years overall experience working with R&D Tax Issues within a CPA firm, Law firm or corporation - THIS IS A MUST!
  • Practical knowledge of R&D tax issues handling projects including tax credit studies and related activities
  • Prior experience managing engagements working with R/D deductions and credits including - but not limited to - IRS Code sections 174 & 41
  • Past experience dealing directly with taxing authorities including the IRS and State Comptroller's office
  • Excellent oral and written communication skills. 
  • Strong computer skills and proficiency in Microsoft Office.

Culture

Zeni’s culture is based on a foundation of trust. Zeni was founded by founders for founders. We lead with technology enabled through our innovative DNA. Zeni builds relationships by supporting founders on their journey of financial enlightenment. Zeni values humility and knowledge as we work to grow customer confidence in their financial acumen, enabling them to focus on growing their business.

Zeni encourages ownership as you provide value-added services to Zeni’s customers. We provide you the support you need to develop as a professional while also developing mindfulness beyond finance. Although the Controller role is primarily remote, we value community, connection and working together. Additionally, we provide you flexibility in driving customer success and expanding services to our customers. You are accountable for the financial performance of the customers you serve and you are rewarded accordingly. Zeni values responsibility to communities and the environment. We will support you in balancing physical and emotional health, while also balancing family and community commitments.

Compensation

Zeni provides a competitive compensation package, including: regionally adjusted salary, equity and an annual bonus based on key objectives, personal development and financial performance.

Benefits

  • Medical, dental & vision insurance coverage
  • 401K
  • Unlimited PTO
  • Education and CPE reimbursement
  • Reimbursement of home office needs, including chair and desk
  • Parental Leave

About Zeni

Zeni’s mission is to guide founders across the lake of financial uncertainty and into a state of mindfulness to key financial insights for their businesses. Zeni enables financial enlightenment through Zeni’s AI powered platform that is supported by a thoughtful finance team. Zeni is a Series B company and has raised $47.5M in venture capital. The company is based in Palo Alto, California with offices in Lehi, Utah and a distributed remote workforce across the United States. Zeni has offices in Pune and Mohali, India.  Learn more at www.zeni.ai

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 hello@zeni.ai 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.

Sounds like the role for you? Hit 'Apply Now' and let's get started, or email careers@zeni.ai!

apply now

Looking for other opportunities?

Check out all the open job positions in our careers section.

All job Positions