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.
