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) and many of our 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, Bloomberg — 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 This Role As our HR Manager for the India office, you will play a crucial role in building and managing our growing presence in the region. This position requires a strategic mindset, cultural sensitivity, and a deep understanding of the Indian business landscape. You'll be responsible for developing and implementing HR strategies that align with our company's expansion goals while ensuring compliance with local regulations. You will also coordinate with US leadership and HR departments to help maintain global regulatory compliance. What You'll Do Drive Workplace Culture: Lead initiatives to foster a strong, inclusive, and high-performing culture, ensuring that Instead’s values are deeply embedded across the organization. Talent Strategy & Acquisition: Develop and execute strategic recruitment plans to attract, hire, and retain top talent, aligning with business objectives and growth targets. Performance Management: Lead the performance management process, including goal setting, feedback, and reviews, ensuring alignment with company goals and fostering a high-performance culture. Organizational Development: Design and implement organizational structures and talent strategies that support business needs and drive operational excellence. Employee Engagement : Implement targeted engagement programs and recognition initiatives to enhance employee satisfaction, proactively addressing concerns to maintain a motivated workforce. HR Operations & Compliance: Oversee HR operations, ensuring efficiency, accuracy, and compliance with all labor laws and regulations. Business Partnership & Stakeholder Management: Act as a strategic partner to senior leadership, providing HR insights and recommendations to support business decisions. Employer Branding: Own and enhance employer branding initiatives to attract top talent and position Instead as an employer of choice in the market. HR Systems & Technology: Manage and optimize HR systems and technology to improve HR service delivery and data-driven decision making. Policy Development: Develop, implement, and maintain HR policies and procedures that align with best practices and support a fair, inclusive workplace. What You'll Need 5-7 years of experience in human resource management Excel in aligning HR strategies with business goals, demonstrating strong business acumen and effective stakeholder management. Have a proven track record of driving DEI initiatives and building inclusive, positive workplace cultures. Are skilled in developing and implementing strategic recruitment plans that attract and retain top talent. Possess strong interpersonal and communication skills, capable of influencing senior leadership and driving HR initiatives across the organization. Have hands-on experience in HR operations, including compliance, HRIS management, and process optimization. Applicants must be willing to work in Hyderabad, India 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.

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 a motivated Tax Staff member to support our team in helping clients identify 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 learn to use Instead.com and collaborate 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. What you'll do Support clients in identifying tax savings opportunities and assist with Instead.com implementation of tax strategies throughout the advisory process Prepare and federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience Assist with tax planning engagements and perform research on relevant tax issues Work closely with managers and partners on client matters while building relationships with clients Support quarterly estimates preparation and tax return filing using Instead software What you'll need 1–3 years of public accounting experience with exposure to tax compliance Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Strong attention to detail and organizational skills Comfortable working collaboratively in a team environment Eagerness to learn and grow in tax advisory services Good communication skills for client interactions 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.

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 were 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. Insteads 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. Insteads 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 Were seeking an experienced Product Manager to facilitate and manage projects from start to finish for our Instead product teams. Instead is our innovative tax technology platform with over 100+ tax strategies that helps clients identify and implement tax savings opportunities, guiding users through eligibility determination, savings calculations, and step-by-step implementation processes. Youll work closely with engineers, designers, and other product stakeholders to drive key features and improvements, coordinating seamlessly between our US product teams and India-based designers and engineers while engaging directly with customers to understand their needs and translate them into actionable product requirements. What youll do Build and facilitate product requirements documents with key stakeholders involved in product decisions Run daily standups with the India team and join US standups to coordinate between global teams Manage sprint planning and retrospectives with India team while coordinating alongside US teams Review quality assurance processes, test features before launch, and monitor live production performance Review customer requests and bugs, prioritizing them based on impact and business value Track product timelines and ensure teams stay on track with committed deliverables Identify and escalate issues blocking teams or personnel who need additional help, training, or project reassignment Meet with customers to understand key needs and gather feedback alongside the support team What youll need Background in product management with hands-on experience in a product manager role Experience working at a company in a product management capacity Proven track record of working collaboratively with engineers and designers Strong project management and facilitation skills Excellent communication skills for coordinating across global teams Ability to prioritize competing demands and manage multiple projects simultaneously Nice to have Experience working in a startup environment Experience with agile methodologies and sprint management tools Background in SaaS or technology products Experience coordinating between distributed global teams Why join us Ability to work with cutting edge AI in all stages of the software development lifecycle Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits 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.

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 were 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. Insteads 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. Insteads 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 Were seeking an experienced Tax Manager to help clients unlock significant tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll 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 youll 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 youll 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 thats 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.

Were seeking an experienced Tax Manager to help clients unlock significant tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll 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 youll 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 youll 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 thats 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.

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 were 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. Insteads 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. Insteads 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 looking for a detail-oriented and experienced U.S. Tax Analyst to join our growing product team. This unique role blends deep tax expertise with quality assurance to shape the next generation of U.S. tax software. You ll be responsible for creating and annotating tax forms, validating tax calculations, and performing rigorous QA to ensure our product meets IRS standards and delivers an exceptional user experience. Youll collaborate closely with product managers, software engineers, government liaisons, and prompt engineers to ensure compliance, accuracy, and performance across all supported entity types including 1040, 1041, 1120, 1120S, and 1065. What You ll Do Prepare, annotate, and review U.S. federal and state tax forms (1040, 1041, 1120, 1120S, 1065). Evaluate tax form design, specs, and calculations from an end-user perspective. Create and execute test plans to validate tax logic, printed form accuracy, and e-file readiness. Perform content-level QA and test results using real-world tax scenarios. Identify and investigate tax compliance and system issues; provide actionable feedback to developers. Assist in documenting tax standards, compliance expectations, and product behavior. Stay current on U.S. tax law updates and help assess their impact on the product. What you ll need 3+ years of hands-on U.S. tax preparation experience across multiple entity types. Experience in tax QA, product testing, or working with tax software companies Strong working knowledge of federal and state tax laws and compliance standards. Familiarity with e-filing requirements and IRS print guidelines. Exposure to Agile software development or QA processes. Nice to have Experience preparing 1040, 1041, 1120, 1120S, 1065 Experience reviewing 1040, 1041, 1120, 1120S, 1065 Experience working with GoSystem, UltraTax, CCH, Lacerte, Drake 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. Growth opportunities in product development, compliance, and technology. 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.

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 were 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. Insteads 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. Insteads 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 Were seeking a detail-oriented Senior Staff Accountant to support our financial operations as we continue to scale our tax technology business. Youll work closely with our VP of Accounting to handle daily bookkeeping, payroll processing, and financial reporting while supporting critical processes from sales operations to year-end tax preparation. This role is essential for maintaining accurate financial records, ensuring timely reporting, and building scalable financial processes that support our growing Instead platform and global team operations. What youll do Perform and review daily bookkeeping activities and account reconciliations Run weekly payroll processing and provide additional support with sales commission calculation processes Process travel and expense (TE) reimbursements for team members Monitor accounts receivable on a daily basis and follow up with past due accounts Assist with finance systems to ensure accurate and efficient financial reporting Provide operational support for processing new sales transactions Assist in supporting our year-end tax process with our VP of Accounting and third-party tax attorneys Support various ad hoc projects including research, data collection, analysis, and coordination to ensure timely project completion Partner with our VP of Accounting to build and refine a repeatable monthly financial close process What youll need 2+ years of bookkeeping experience required Bachelors degree in Accounting or Tax preferred Advanced Google Suite skills (Google Sheets, Google Slides, Google Docs, Gmail, Google Calendar, etc.) Technical competence in bookkeeping systems and ability to build and read financial metric reports Strong learning abilities and tech-savvy approach to data tools that maximize operational efficiency Detail-oriented and highly organized with strong attention to accuracy High level of integrity when handling confidential information including payroll and company financials Ability to work independently and manage multiple priorities effectively Nice to have 2+ years of experience working in a fast-paced, innovative environment Experience with Salesforce billing, CPQ, and Xero accounting software Experience supporting year-end tax processes and working with external tax professionals Background in technology or SaaS companies Experience with accounts receivable management and collections Knowledge of commission calculation processes and sales operations Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Growth opportunities in finance, accounting, and operations Opportunity to build scalable financial processes for a rapidly growing company Work with innovative technology and support meaningful business growth 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.

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 were 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. Insteads 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. Insteads 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 Were seeking an experienced Salesforce Billing Engineer to design, configure, and maintain our Salesforce environment with a focus on CPQ and Billing solutions. Youll be responsible for building robust API integrations between Salesforce and our Instead platform, optimizing our free trial product integration, and ensuring seamless billing operations. This technical role requires deep expertise in Salesforce development, particularly with Apex programming, while collaborating across Legal, Finance, IT, Marketing, Sales, and product teams to deliver comprehensive Salesforce solutions that support our growing tax technology business. What youll do Develop using APEX language and build both sides of API endpoints to handle requests between Salesforce and our software Design, configure, test, and deploy robust Salesforce solutions while managing user setup, profiles, and roles Optimize and build custom integrations for our free trial product (instead.com) leveraging CPQ and Salesforce Billing Develop and maintain comprehensive documentation covering processes, policies, configurations, and user guides Create and manage validation rules and custom workflows to streamline operational processes Conduct intermediate user testing by developing test plans, creating user test cases, and coordinating testing efforts Perform regular audits to maintain high standards of data quality and integrity Stay current with latest Salesforce releases and AppExchange improvements to drive system enhancements Manage release and environment deployments across Salesforce instances What youll need Deep understanding of Salesforce CPQ and working knowledge of Salesforce Billing Familiarity with Apex programming language Bachelors degree or equivalent experience Salesforce Administrator certification or equivalent experience 4+ years of relevant hands-on Salesforce configuration experience Working knowledge of dynamic dashboards and report builder Experience with Lightning Apps, Process Automation, Integrations, Users (Permission Sets, Profiles, Roles), Fields, and Objects Experience with Salesforce configuration options, data model/architecture, and security model Experience with Salesforce change management and release management Ability to excel in a collaborative environment across multiple departments Nice to have Experience integrating Salesforce.com with other business applications Certified Salesforce Advanced Administrator Certified Salesforce Platform App Builder Certified Salesforce Platform Developer Experience with SOC II and other compliance programs Experience with Salesforce Billing Administration Experience with antivirus, threat detection, and MDM solutions Advanced proficiency with Salesforce Apex Proficiency with Windows, MacOS, and Linux systems Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Growth opportunities in technology development and Salesforce architecture Opportunity to build and scale critical billing and customer management systems Work with innovative technology and support rapid business growth 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.

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 were 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. Insteads 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. Insteads 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 Were seeking a motivated Tax Staff member to support our team in helping clients identify tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll learn to use Instead.com and collaborate 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. What youll do Support clients in identifying tax savings opportunities and assist with Instead.com implementation of tax strategies throughout the advisory process Prepare and federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience Assist with tax planning engagements and perform research on relevant tax issues Work closely with managers and partners on client matters while building relationships with clients Support quarterly estimates preparation and tax return filing using Instead software What youll need 1 3 years of public accounting experience with exposure to tax compliance Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Strong attention to detail and organizational skills Comfortable working collaboratively in a team environment Eagerness to learn and grow in tax advisory services Good communication skills for client interactions 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 thats 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.

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 were 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. Insteads 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. Insteads 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 Were seeking a motivated Tax Staff member to support our team in helping clients identify tax savings opportunities through strategic tax planning and implementation. In this client-facing role, youll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. Youll learn to use Instead.com and collaborate 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. What youll do Support clients in identifying tax savings opportunities and assist with Instead.com implementation of tax strategies throughout the advisory process Prepare and federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience Assist with tax planning engagements and perform research on relevant tax issues Work closely with managers and partners on client matters while building relationships with clients Support quarterly estimates preparation and tax return filing using Instead software What youll need 1 3 years of public accounting experience with exposure to tax compliance Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 Strong attention to detail and organizational skills Comfortable working collaboratively in a team environment Eagerness to learn and grow in tax advisory services Good communication skills for client interactions 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 thats 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.

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 were 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. Insteads 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. Insteads 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 Were seeking an experienced IT Administrator to own and manage our complete IT infrastructure and support operations as we continue to scale our global team. Youll be responsible for ensuring seamless technology operations across our India and US offices, managing everything from user hardware deployment to security implementations and cloud administration. This role is critical to supporting our growing teams productivity and maintaining the robust technology foundation that powers our Instead platform and internal operations. What youll do Own our complete IT infrastructure and support operations including user hardware acquisition, imaging, deployment, and remote management Implement and maintain security measures including antivirus solutions and system updates Manage Single Sign-On implementation (Okta) and ongoing maintenance Administer gSuite and AWS for a limited set of services Provide comprehensive hardware and software support for internal users across global teams Develop and implement backup and recovery planning and procedures Administer additional tools including Slack, Zoom, Loom, Adobe, Microsoft Office, Tableau, and other business applications Collaborate with Legal, Finance, IT, Marketing, Sales, and product teams on technical requirements Manage release and environment deployments Create technical documentation and provide technical training to users Define requirements for technical projects and work directly with stakeholders What youll need Bachelors degree or equivalent experience in IT or related field 4+ years of hands-on experience in IT Systems Administration and Support Strong expertise in gSuite Administration Experience with Single Sign-On implementations, particularly Okta Proficiency with both MacOS and Windows platforms (primarily MacOS environment) Experience with remote administration of hardware devices, including mobile devices Working knowledge of dynamic dashboards and report builders Proficiency in technical documentation and technical training Experience implementing and working within effective change management processes Ability to work on multiple high-priority projects simultaneously Ability to work with minimal supervision and define technical project requirements Nice to have Experience with Salesforce administration Experience managing AWS resources and cloud infrastructure Background in supporting distributed global teams Experience in a startup or fast-growing technology company Knowledge of security compliance and best practices Familiarity with tax or financial technology environments Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Growth opportunities in technology infrastructure and operations Opportunity to build and scale IT operations for a rapidly growing global company Work with cutting-edge technology and support innovative product development 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.

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 were 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. Insteads 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. Insteads 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 In this role, you will get the chance to build innovative tax software alongside a dynamic team in our office. Youll work on exciting projects such as developing barcode systems for tax forms, processing XSD/XML schemas, and creating features that empower our tax analysts. Enjoy a fast-paced environment where youll refine tax return rules and collaborate closely with both local and US teams. If youre a quick learner with at least 3 years of software development experience and a keen eye for detail, youll thrive as you help us drive innovation in tax technology. What youll do Develop tax form barcode generation in accordance with US government published guidelines and specifications Parse, process and update data structures based on XSD/XML schemas issued by US government jurisdictions Aid our growing team of tax analysts, based in Hyderabad, on tax form calculation development Develop new features in our in house development tool to enable our tax analysts to do more in less time Review and refine tax return business rules Additional projects as needed by the internal tax team and US based engineering team What youll need 3 years of software development experience High attention to detail Fast learner Enjoy working in a fast pace, innovative environment Nice to have Experience developing tax software Experience developing barcode generation Experience with Javascript and modern web frameworks Experience with XML, JSON and other data structures Experience programming using AI copilots such as Github copilot, Cursor, ChatGPT, Claude, Windsurf, etc Why join us Ability to work with cutting edge AI in all stages of the software development lifecycle 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. Growth opportunities in product development, compliance, and technology. 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.

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 were 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. Insteads 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. Insteads 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 In this role, you will get the chance to build innovative AI-powered tax software alongside a dynamic team. Youll work on both our customer-facing product Instead (instead.com) and our backend internal tooling that empowers our teams to build cutting-edge features. This role is at the forefront of leveraging AI to drive innovation across our platform, working on exciting high-value features for our customers. If youre passionate about working on real production use cases utilizing LLMs and want to contribute to groundbreaking AI applications in a fast-paced environment, youll thrive as you help us drive innovation in tax technology. Here is the tech you will get the change to utilize: Front End: Vue, Nuxt, TypeScript, Tailwind CSS Back End: Go, Docker on AWS ECS/Fargate, PostgreSQL on AWS RDS AI: Cursor with Sonnet 3.5, Langchain, Helicone, Gemini, OpenAIs API utilizing 4o (still exploring best use cases for o1 pro) and any other piece of AI tech that we can get our hands on What youll do Ship full-stack product features end to end for our live customer platform Make key product improvements based on customer feedback and usage analytics Understand and solve critical product bugs across the full stack Build and integrate components for infrastructure, supporting production-level inference and advanced prompt engineering Create tools and internal platforms to enhance the productivity and capabilities of Insteads teams Additional projects as needed by the internal engineering team and US-based product teams What youll need Proficiency in full-stack development, with a strong understanding of web frameworks, backend systems, and cloud infrastructure Experience building backend systems and infrastructure that can support live products 3+ years of software development experience High attention to detail Fast learner who enjoys working in a fast-paced, innovative environment Nice to have A track record of working on full-stack projects, end-to-end Experience with AI/ML frameworks and prompt engineering Experience programming using AI copilots such as Cursor, GitHub Copilot, ChatGPT, Claude, Windsurf, etc. Experience with the technologies in our current stack Experience building customer-facing products at scale Why join us Ability to work with cutting edge AI in all stages of the software development lifecycle Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Growth opportunities in product development, compliance, and technology Opportunity to work with cutting-edge AI technology in production environments 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.

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 were 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. Insteads 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. Insteads 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 At Instead, we re unlocking millions in tax savings for businesses and individuals and we re looking for a creative and talented Product Designer who is eager to contribute to our mission. You ll join forces with our Head of Design and US-based design team, product managers, and engineers to design and refine our flagship Instead platform guiding taxpayers and tax advisors from tax strategy discovery through to filing their tax returns. As you follow and contribute to our design system to craft intuitive, user-friendly interfaces that balance user needs with engineering requirements and sprint timelines. You ll also collaborate closely with customer support, cross-functional product teams, and our US-based design team to ensure every interaction effortlessly empowers our users navigating a complex domain. What youll do Design user-friendly interfaces for the Instead platform that guide taxpayers through complex tax-saving strategies through rapid iterations Showcase your designs through rapid prototyping to stakeholders and customers Follow and evolve our design system, ensuring consistency across the product and simplify the design process Work closely with cross-functional teams (engineering, product, marketing) to create designs that are both user-friendly and technically feasible Coordinate with customer support and product teams to ensure designs meet user needs and customer expectations Regularly meet and collaborate with our US-based design team to to ideate, uphold design quality and maintain consistency Ensure engineering team output matches the quality and specifications of your designs Utilize a design toolkit to connect-the-dots across different product areas to solve design challenges What youll need 2+ years of experience in Product Design, UI, or a related visual design field An innovative portfolio demonstrating Product Design, UX/UI design, problem-solving, and successful project outcomes through a keen eye for detail An interest and exploration of AI design tools and practices Expert knowledge of UI design principles and techniques Knowledge of design systems and component libraries The ability and desire to keep learning, fail fast, and pivot Strong attention to detail and ability to defend user-centric design thinking Excellent communication and collaboration skills Proficient in Figma and knowledgeable or eager to use emerging AI design tools. Nice to have Experience working with distributed global teams User research and testing methodologies Knowledgeable about front-end UI frameworks Experience designing for financial or tax-related products Familiarity with tax processes or financial services Why join us Ability to work with next-gen AI in all stages of the design and software development lifecycle Direct design to code tooling for faster exploration Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Opportunity to directly impact how users interact with complex tax strategies Work with innovative technology and contribute to meaningful user experiences 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.

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 were 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. Insteads 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. Insteads 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 have recently opened an office and are scaling our India team. Were looking for an exceptional Office Manager and Executive Assistant to help run our office operations and provide comprehensive support to key leadership both onsite and in coordination with leadership in the United States. This dual role combines hands-on office management with high-level executive support, requiring someone who can seamlessly manage day-to-day operations while supporting strategic initiatives and cross-border collaboration. What youll do Office management: Assist in day-to-day site management activities and operational tasks Support hiring coordination efforts with the HR team Organize and replenish office supplies and maintain inventory systems Manage headcount vs. laptop assignment tracking and IT assets inventory for India office Coordinate with US Executive Assistant on weekly meal ordering and office supplies for US HQ team Assist with special projects and on-site activities for both India and US teams Support implementation of administrative processes and systems Executive assistant: Provide comprehensive support to key office leadership and US leadership on various projects and tasks Liaise with internal teams, business partners, and external vendors/service providers as needed Handle routine inquiries and provide information to staff and service providers Assist with engagement events and activities from preparation through execution to post-event actions Take detailed meeting minutes and manage follow-up actions Support key office leadership with calendar and meeting management Perform various administrative and support tasks as required What youll need Bachelors degree in any field Relevant working experience in office management or executive assistant roles Excellent communication skills with strong stakeholder relationship management abilities Strong organizational and multitasking capabilities Ability to work effectively across different time zones with US-based teams Must be willing to work in Bengaluru, India Proficiency in office management software and administrative tools Nice to have Experience working with international or distributed teams Background in supporting C-level executives Experience coordinating events and special projects Knowledge of IT asset management and inventory systems Experience in a startup or fast-growing company environment Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Growth opportunities in operations and administration Opportunity to work with both India and US leadership teams Play a key role in building and scaling our India office operations 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.

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 were 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. Insteads 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. Insteads 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 Were seeking a detail-oriented Tax Strategy Analyst to join our India-based team and collaborate with our US colleagues to build innovative tax strategies for our product, Instead. With over 100+ strategies already in our platform, youll play a crucial role in expanding our offerings by researching, developing, and deploying new tax strategies on a weekly basis. If youre passionate about tax law, enjoy working with AI tools, and want to make tax strategies accessible to non-sophisticated users, this role offers an exciting opportunity to shape the future of tax technology. What youll do Build new tax strategies and deploy them into the product on a weekly basis Research tax code per IRS and state legislation to identify viable tax strategies Build calculations utilizing AI to create easy-to-understand breakdowns of how strategies are calculated Utilize AI to build user-friendly UI experiences, making complex processes into simple point-and-click workflows Build instructions to teach AI chat systems how to respond when users ask questions about tax strategies Work with our US team to review customer feedback and make enhancements to new and existing tax strategies Take on additional projects as further development of strategies occurs What youll need Experience in tax preparation (prepared returns, reviewed returns) Experience in tax research High attention to detail Excitement for understanding how tax law translates into practical tax strategies Ability to translate complex tax concepts into user-friendly language Comfort working with AI tools and technology Nice to have CPA license or EA license Bachelors degree in Accounting Familiarity with AI copilots and prompt engineering Experience working with US teams Why join us Work on a cutting-edge tax tech platform thats transforming the industry Be part of a collaborative, mission-driven team Competitive compensation and benefits Growth opportunities in product development, compliance, and technology Opportunity to work with innovative AI technology in the tax space 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.

As a Tax Staff member at Instead, you will play a crucial role in assisting clients to identify tax savings opportunities through strategic tax planning and implementation. Your responsibilities will involve working closely with individuals and businesses year-round, guiding them in identifying tax strategies, assisting with implementation, and ensuring seamless execution from planning to filing. Additionally, you will collaborate with the US and India teams, as well as US-based tax and accounting firm partners, to provide comprehensive tax advisory services that extend beyond traditional compliance work. Your key responsibilities will include supporting clients in identifying tax savings opportunities, preparing federal and multi-state tax returns for various forms such as 1040, 1041, 1120, 1120S, and 1065, assisting with tax planning engagements, conducting research on relevant tax issues, working closely with managers and partners on client matters, and aiding in quarterly estimates preparation and tax return filing using Instead software. To excel in this role, you should have a minimum of 3 years of public accounting experience with exposure to tax compliance, proficiency in preparing tax returns for specific forms, strong attention to detail, excellent organizational skills, the ability to work collaboratively in a team setting, a willingness to learn and grow in tax advisory services, and effective communication skills for client interactions. While not mandatory, it would be advantageous if you possess an active or pursuing CPA license, an EA (Enrolled Agent) license, experience with tax planning and advisory services beyond compliance, familiarity with US-based accounting and tax firms, knowledge of multi-state tax compliance requirements, and experience in complex tax research and memo writing. Joining Instead will offer you the opportunity to work on a cutting-edge tax tech platform, be part of a collaborative and mission-driven team, receive competitive compensation and benefits, gain hands-on exposure to complex tax issues across diverse industries, work in a supportive environment with mentorship opportunities and upward mobility, build lasting client relationships, and make a meaningful impact on their financial outcomes. As an Equal Opportunity Employer, Instead values diversity and inclusion. Please note that all candidates who receive and accept employment offers are required to complete a background check before joining our team.,

As an experienced IT Administrator at Instead, you will play a vital role in owning and managing our complete IT infrastructure and support operations to facilitate the continued growth of our global team. Your responsibilities will encompass ensuring seamless technology operations across our India and US offices, ranging from user hardware deployment to security implementations and cloud administration. Your contribution is crucial in enhancing our team's productivity and sustaining the robust technology foundation that drives our Instead platform and internal operations. Your key responsibilities will include: - Taking ownership of our entire IT infrastructure and support operations, encompassing user hardware acquisition, imaging, deployment, and remote management - Implementing and maintaining security measures like antivirus solutions and system updates - Managing Single Sign-On implementation (Okta) and ensuring ongoing maintenance - Administering gSuite and AWS for a limited set of services - Offering comprehensive hardware and software support to internal users across global teams - Developing and executing backup and recovery planning and procedures - Managing additional tools such as Slack, Zoom, Loom, Adobe, Microsoft Office, Tableau, and other business applications - Collaborating with various teams including Legal, Finance, IT, Marketing, Sales, and product teams on technical requirements - Overseeing release and environment deployments - Creating technical documentation and providing technical training to users - Defining requirements for technical projects and working closely with stakeholders To excel in this role, you should possess: - A Bachelor's degree or equivalent experience in IT or a related field - 4+ years of hands-on experience in IT Systems Administration and Support - Strong expertise in gSuite Administration - Experience with Single Sign-On implementations, particularly Okta - Proficiency in both MacOS and Windows platforms (primarily MacOS environment) - Experience in remote administration of hardware devices, including mobile devices - Working knowledge of dynamic dashboards and report builders - Proficiency in technical documentation and technical training - Experience in implementing and working within effective change management processes - Ability to handle multiple high-priority projects simultaneously - Capability to work with minimal supervision and define technical project requirements Desired qualifications that would be advantageous: - Experience with Salesforce administration - Experience in managing AWS resources and cloud infrastructure - Background in supporting distributed global teams - Experience in a startup or fast-growing technology company - Knowledge of security compliance and best practices - Familiarity with tax or financial technology environments Join Instead to: - Work on a cutting-edge tax tech platform that is revolutionizing the industry - Be part of a collaborative, mission-driven team - Avail competitive compensation and benefits - Access growth opportunities in technology infrastructure and operations - Contribute to building and scaling IT operations for a rapidly growing global company - Work with cutting-edge technology and support innovative product development Instead is an Equal Opportunity Employer - M/F/D/V. We entrust our team with sensitive information; therefore, all candidates who receive and accept employment offers must undergo a background check before joining us.,

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 a detail-oriented Tax Strategy Analyst to join our India-based team and collaborate with our US colleagues to build innovative tax strategies for our product, Instead. With over 100+ strategies already in our platform, you'll play a crucial role in expanding our offerings by researching, developing, and deploying new tax strategies on a weekly basis. If you're passionate about tax law, enjoy working with AI tools, and want to make tax strategies accessible to non-sophisticated users, this role offers an exciting opportunity to shape the future of tax technology. What you'll do Build new tax strategies and deploy them into the product on a weekly basis Research tax code per IRS and state legislation to identify viable tax strategies Build calculations utilizing AI to create easy-to-understand breakdowns of how strategies are calculated Utilize AI to build user-friendly UI experiences, making complex processes into simple point-and-click workflows Build instructions to teach AI chat systems how to respond when users ask questions about tax strategies Work with our US team to review customer feedback and make enhancements to new and existing tax strategies Take on additional projects as further development of strategies occurs What you'll need Experience in tax preparation (prepared returns, reviewed returns) Experience in tax research High attention to detail Excitement for understanding how tax law translates into practical tax strategies Ability to translate complex tax concepts into user-friendly language Comfort working with AI tools and technology Nice to have CPA license or EA license Bachelor's degree in Accounting Familiarity with AI copilots and prompt engineering Experience working with US teams 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 Growth opportunities in product development, compliance, and technology Opportunity to work with innovative AI technology in the tax space 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.

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 looking for a detail-oriented and experienced U.S. Tax Analyst to join our growing product team. This unique role blends deep tax expertise with quality assurance to shape the next generation of U.S. tax software. You’ll be responsible for creating and annotating tax forms, validating tax calculations, and performing rigorous QA to ensure our product meets IRS standards and delivers an exceptional user experience. You'll collaborate closely with product managers, software engineers, government liaisons, and prompt engineers to ensure compliance, accuracy, and performance across all supported entity types — including 1040, 1041, 1120, 1120S, and 1065. What You’ll Do Prepare, annotate, and review U.S. federal and state tax forms (1040, 1041, 1120, 1120S, 1065). Evaluate tax form design, specs, and calculations from an end-user perspective. Create and execute test plans to validate tax logic, printed form accuracy, and e-file readiness. Perform content-level QA and test results using real-world tax scenarios. Identify and investigate tax compliance and system issues; provide actionable feedback to developers. Assist in documenting tax standards, compliance expectations, and product behavior. Stay current on U.S. tax law updates and help assess their impact on the product. What you’ll need 3+ years of hands-on U.S. tax preparation experience across multiple entity types. Experience in tax QA, product testing, or working with tax software companies Strong working knowledge of federal and state tax laws and compliance standards. Familiarity with e-filing requirements and IRS print guidelines. Exposure to Agile software development or QA processes. Nice to have Experience preparing 1040, 1041, 1120, 1120S, 1065 Experience reviewing 1040, 1041, 1120, 1120S, 1065 Experience working with GoSystem, UltraTax, CCH, Lacerte, Drake 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. Growth opportunities in product development, compliance, and technology. 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.