About Instead

Instead is where tax work gets done. Our AI agent orchestrates the entirety of how work gets done in tax, from preparation and compliance to filing and advisory. It’s a fundamentally new way of doing tax work, and it’s why top 500 firms, Big Four teams, and enterprise corporate tax departments are choosing Instead.

What makes us unique: we hold full government approvals with the IRS, 48 states, and all cities to e-file 1040, 1041, 1120, 1120S, and 1065, with 706, 709, 990, 5500, and 2290 coming for tax year 2026. No one else can offer this, and no one else will for years as it takes that long to pass government approvals. This lets us build product experiences that are simply unmatched in the market.

Instead is backed by Conviction, IRIS (the largest tax software provider in the UK), Skylark, and many of our partners and customers. Our team includes leaders from Intuit, Thomson Reuters, Wolters Kluwer, Gusto, PwC, BDO, RSM, and KPMG.

The national publication Accounting Today, twice recognized me as one of the “Top 100 Most Influential People in the Accounting Profession - Ones To Watch”.

About the role

We're seeking an experienced Tax Manager to help clients unlock significant tax savings opportunities through strategic tax planning and implementation. In this client-facing role, you'll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. You'll collaborate closely with our US and India team alongside our US-based tax & accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work, handling both high-level strategic planning and hands-on preparation of complicated returns.

What you'll do

• Help clients identify tax savings opportunities through AI tax return analysis and utilize Instead.com to implement tax strategies throughout the full tax advisory process - from delivering tax plans, implementing tax strategies, and calculating estimated tax payments and filing tax returns
• Prepare and review federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience
• Support tax planning engagements, performing research and preparing memos on relevant tax issues
• Collaborate with tax managers and staff, owners of firms, and taxpayers to deliver seamless tax advisory services alongside US team and accounting firms
• Assist in tax seniors, staff, and admins while ensuring compliance with firm procedures and tax laws

What you'll need

• 3–5 years of public accounting experience with strong exposure to tax compliance
• Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 
• Proficient in reviewing returns for (some not all) 1040, 1041, 1120, 1120S, 1065
• Strong organizational, analytical, and communication skills
• Comfortable working both independently and collaboratively in a team environment
• Experience with client-facing interactions and relationship management
• Ability to manage multiple engagements and meet deadlines in a fast-paced environment

Nice to have

• CPA license active or pursuing
• EA (Enrolled Agent) license active or pursuing
• Experience with tax planning and advisory services beyond compliance
• Experience working with US-based accounting and tax firms
• Knowledge of multi-state tax compliance requirements
• Experience with complex tax research and memo writing

Why join us

• Work on a cutting-edge tax tech platform that's transforming the industry
• Be part of a collaborative, mission-driven team
• Competitive compensation and benefits
• Gain hands-on exposure to complex tax issues across diverse industries
• Work in a supportive environment with opportunities for mentorship and upward mobility
• Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance
• Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes
• Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065.

Equal Opportunity Employer - M/F/D/V

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

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