We’re seeking a Tax Analyst to bring accuracy and innovation to our tax software. In this role, you’ll dive into tax form annotations, prep, and quality assurance, ensuring our software goes beyond meeting expectations. Working with a dedicated, cross-functional team, you’ll play a key role in validating state schemas and perfecting seamless mapping and print accuracy across our Instead’s products.

Note: We are open to full-time, contracting and also contractor roles that can become full-time. Just depends on your background/expertise and flexibility needed in the role. 

Key Responsibilities:

• Conduct technical reviews of tax form annotations, verifying accurate alignment with state schema requirements.
• Review unit tests to ensure mappings are accurate and aligned with federal and state guidelines.
• Perform print accuracy reviews, ensuring data presentation and functionality meet standards of precision and usability.
• Support the development team by verifying that all annotations and calculations are functional and error-free.
• Collaborate closely with managers, engineers, and other analysts to provide actionable feedback, maintaining high standards for quality control.

What You’ll Need to Get the Job Done

• Bachelor's degree or a minimum of 5 years tax-related experience
• EA or CPA, or extensive knowledge of tax law is strongly preferred.
• Tax return review experience
• Experience with professional tax software products
• Knowledge of tax research products and techniques

What You'll Love About Us

• Unlimited PTO
• Company equity
• 401k with contributions
• 100% paid health insurance
• Paid parental leave
• Fun office perks…and more!

Our Software

We've developed multi-entity, multi-year tax planning software used by business owners aiming to stop overpaying taxes each year.

Our software addresses two key challenges:

• Corvee Tax Planning: Strategically identifying opportunities to save on taxes, enabling better financial decision-making with a clear understanding of tax implications. (Demo at corvee.com).
• Instead Implementation & Preparation: Simplifying the complex tax code for small business owners. (Live at instead.com).

Additional Perks

• Unlimited PTO Package
• Company equity
• 401k with company contributions
• 100% Paid Health Insurance
• Maternity and paternity leave
• Paid Parental Leave
• In-person office perks
• And more!

Keep in mind: Our main headquarters in in San Francisco. If you are in the area, great! Come on by! If not, a majority of our team works remotely and you can be easily setup to succeed from home!

Equal Opportunity Employer - M/F/D/V

We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.