Tax Manager, R&D Tax Credit

Zeni

Zeni

Palo Alto, CA, USA
Posted on Oct 24, 2023
About Zeni

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.

About The Role

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 the 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 periods, 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 the 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 the R&D process.

Requirements

  • 5+ years overall experience working with R&D Tax Issues within a CPA firm, law firm or corporation. Note this is a HARD requirement.
  • Bachelor's degree in accounting/ finance/taxation/business administration
  • 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
  • P ast 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.

Base Salary

Your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below stated range. Your actual base pay will depend on your geographic location. Zeni uses compensation regions that vary depending on location. Pay is also determined by job-related skills, experience, and relevant education or training. Additionally, Zeni leverages current market data to determine compensation, so posted compensation figures are subject to change as new market data becomes available. The salary, other compensation, and benefits information is accurate as of the date of this posting. Zeni reserves the right to modify this information at any time, subject to applicable law.

Range: $102,000-$139,000

Benefits & Perks

  • Medical, dental and vision with a generous company contribution strategy
  • 401(k)
  • Work from home flexibility
  • Home office set up stipend
  • Employee stock options
  • Flexible PTO policy
  • Generous sick and parental leave programs
  • Quarterly team offsites geared toward learning and having fun together

Travel Requirements - The team participates in quarterly offsites in various locations across the US to plan, collaborate, learn and celebrate with each other. All standard travel expenses are covered by Zeni.

Position Location: This role is considered remote and is available in any US location.

Zeni is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Zeni is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email hr@zeni.ai