Tax Director



Lehi, UT, USA
Posted on Sunday, May 26, 2024

Position Title: Director of Tax

Position Summary: *THIS IS NOT YOUR AVERAGE TAX ROLE!* Zeni offers both tech (AI-powered financial dashboard) + financial services, focused primarily on small to medium-sized businesses. This role is a mix of in-house tax and client consulting (20-80 spread). Manage a portfolio of 200+ clients, a team of 10 staff, and take Zeni’s tax services to the next level!

Position Location: This is a hybrid role based out of the growing Lehi, UT office.

About Zeni

Our Mission

Zeni’s all-in-one financial platform is born from the passion of our founders who have weathered the storm of financial chaos. Our mission is simple: to streamline financial operations so founders can get back to what they do best – growing their business. We consolidate everything from bookkeeping, banking, payroll, to bill payments and more onto one intuitive platform. Powered by a state-of-art AI that grows smarter with every user and a team of human intelligence, we're redefining financial accuracy.

Culture Is At Our Core

Check out our Zeni Values:

  1. #zenivision - We innovate on intelligence, both artificial and human
  2. #zenisuccess - We help our clients succeed with passion and empathy
  3. #zenilove - We care deeply about our clients and each other
  4. #trustzeni - We build trust with our clients and with each other
  5. #onezeni - We are one team, one mission, one heart

About the Role

Position Summary

As the Tax Director at Zeni, you will play a pivotal role in expanding our portfolio of tax customers, both in terms of revenue and client base. You will be responsible for managing a team of tax professionals, providing strategic direction, and ensuring the delivery of high-quality tax services to our customers. In addition, you will collaborate closely with our sales and marketing teams to develop and execute effective strategies to drive business growth.

Key Responsibilities:

1. Develop and execute strategies to grow the firm's tax services division, focusing on both revenue and client acquisition.

2. Lead and manage a team of tax professionals, providing guidance, mentorship, and support to ensure optimal performance and professional development.

3. Oversee the preparation and review of complex tax returns, including state filings and R&D tax returns, ensuring accuracy and compliance with relevant regulations.

4. Serve as a trusted advisor to customers, providing expert guidance on tax planning, compliance, and other strategic tax matters.

5. Collaborate with sales and marketing teams to identify opportunities for business development and lead generation, and actively participate in client meetings and presentations.

6. Stay abreast of changes in tax laws and regulations, and assess their impact on customers' businesses, providing proactive recommendations and solutions.

7. Foster strong relationships with customers, stakeholders, and industry partners to enhance the firm's reputation and drive client satisfaction and retention.

8. Monitor key performance metrics and financial targets for the tax services division, and provide regular updates and reports to senior management.


  1. Ideally 5+ years of experience consulting a variety of businesses in tax-related fields.
  2. Minimum of 10 years of experience in tax, with a proven track record of success in a leadership role.
  3. Strong leadership and management skills, with the ability to inspire and motivate a team of professionals to achieve goals and objectives.
  4. Excellent communication and interpersonal skills, with the ability to build rapport and trust with customers, colleagues, and stakeholders.
  5. Strategic thinker with a results-driven mindset, capable of developing and executing effective business development strategies.
  6. Proven ability to prioritize and manage multiple projects and deadlines in a fast-paced environment.
  7. Expertise in state tax filings and R&D tax returns, with a deep understanding of relevant laws, regulations, and compliance requirements.
  8. High level of integrity, professionalism, and commitment to delivering exceptional client service.
  9. Bachelor's degree in Accounting, Finance, or related field; CPA or advanced degree preferred.

[US Only] 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.

[Us Only] Benefits & Perks

  • $175K - $190K base
  • 20% bonus
  • Significant stock options
  • Medical, dental and vision with a generous company contribution strategy
  • 401(k)
  • Hybrid with work-from-home flexibility
  • Home office set up stipend
  • Flexible PTO
  • Generous sick and parental leave programs
  • Quarterly team offsites geared toward learning and having fun together

Time Zone Requirements: This team operates on the West Coast time zones.

[US Only] Travel Requirement: 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. All candidates must be willing to travel for these events.

[US Only] 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.