About Instead
Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.
Instead's investors include Sarah Guo from Conviction (conviction.com), IRIS (irisglobal.com) the largest tax software provider in the UK and many of our partners and customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.
Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.
About the role
We're seeking an experienced Tax Manager to help clients unlock significant tax savings opportunities through strategic tax planning and implementation. In this client-facing role, you'll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. You'll collaborate closely with our US and India team alongside our US-based tax & accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work, handling both high-level strategic planning and hands-on preparation of complicated returns.
What you'll do
- Help clients identify tax savings opportunities through AI tax return analysis and utilize Instead.com to implement tax strategies throughout the full tax advisory process - from delivering tax plans, implementing tax strategies, and calculating estimated tax payments and filing tax returns
- Prepare and review federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience
- Support tax planning engagements, performing research and preparing memos on relevant tax issues
- Collaborate with tax managers and staff, owners of firms, and taxpayers to deliver seamless tax advisory services alongside US team and accounting firms
- Assist in tax seniors, staff, and admins while ensuring compliance with firm procedures and tax laws
What you'll need
- 3–5 years of public accounting experience with strong exposure to tax compliance
- Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065
- Proficient in reviewing returns for (some not all) 1040, 1041, 1120, 1120S, 1065
- Strong organizational, analytical, and communication skills
- Comfortable working both independently and collaboratively in a team environment
- Experience with client-facing interactions and relationship management
- Ability to manage multiple engagements and meet deadlines in a fast-paced environment
Nice to have
- CPA license active or pursuing
- EA (Enrolled Agent) license active or pursuing
- Experience with tax planning and advisory services beyond compliance
- Experience working with US-based accounting and tax firms
- Knowledge of multi-state tax compliance requirements
- Experience with complex tax research and memo writing
Why join us
- Work on a cutting-edge tax tech platform that's transforming the industry
- Be part of a collaborative, mission-driven team
- Competitive compensation and benefits
- Gain hands-on exposure to complex tax issues across diverse industries
- Work in a supportive environment with opportunities for mentorship and upward mobility
- Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance
- Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes
- Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065.
Equal Opportunity Employer - M/F/D/V
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.
Top Skills
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.
