Instead is reinventing tax technology. We are the first company in decades to receive IRS approval to e-file for Individuals, C Corps, S Corps, Partnerships, and Estates & Trusts. Our platform empowers tax professionals with AI-driven workflows, automated compliance, and seamless integrations.
About the RoleWe are looking for a Tax Engineer — a unique hybrid of tax expertise and technical implementation. Think of it as the tax equivalent of a legal engineer at Harvey or Legora. You will work directly with accounting firms to help them implement Instead, design tax workflows, integrate their systems, and ensure they get maximum value from our platform.
What You Will Do- Go onsite to firm offices to lead Instead implementation and onboarding
- Design and configure tax workflows tailored to each firm's processes
- Help firms integrate Instead with their existing tech stack (Google Drive, OneDrive, Box, and 20+ integrations)
- Bridge the gap between our product team and our clients' tax operations
- Become a trusted advisor to firm leadership on tax technology strategy
- CPA or equivalent tax credential preferred
- 3-7 years of experience in public accounting, tax technology, or tax consulting
- Comfort with technology — you do not need to code, but you should be fluent in SaaS tools and workflows
- Exceptional communication and client relationship skills
- Willingness to travel to client sites
- Entrepreneurial mindset — this is a new role and you will help define it
Skills Required
- CPA or equivalent tax credential
- 3-7 years of experience in public accounting, tax technology, or tax consulting
- Exceptional communication and client relationship skills
- Willingness to travel to client sites
What We Do
Instead is revolutionizing the tax industry with our AI-powered software, designed to simplify and optimize tax strategies, calculations, and filings for businesses and accountants. Our platform leverages artificial intelligence to streamline the entire tax process, making it more efficient and cost-effective for companies of all sizes. Our current focus areas include: Tax Strategy Optimization: We offer AI-powered analysis to identify potential tax savings opportunities across U.S. tax strategies. Our system automatically applies relevant strategies based on each user's unique financial situation, maximizing tax benefits. Tax Calculations (Coming Soon): Our platform will provide precise tax calculations based on taxpayer scenarios, covering 63 U.S. income tax jurisdictions. This feature aims to reduce the time required for tax return preparation from 8-24 hours to less than 10 minutes. Tax Filing (Coming Soon): We're developing a streamlined, AI-driven tax filing process that will simplify this complex task for businesses and tax professionals alike. Our vision extends beyond the U.S. market, with plans to expand our services to cover tax strategies and calculations in most countries worldwide. At Instead, we believe in making sophisticated tax management accessible and affordable. Our pricing structure starts at just $16 per month for businesses, with options tailored for sole proprietors, various business entities, and specialized needs. For accounting firms, Instead Pro offers a powerful tool to expand services and deliver greater value to clients. Our AI-driven approach enables tax professionals to focus on complex issues and client relationships while automating routine tasks. Join us in revolutionizing the tax industry. Whether you're a growing startup, an established enterprise, or a tax professional, Instead is designed to maximize your tax efficiency and fuel your financial growth. Experience the future of tax management with Instead.
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