Tax Senior

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 ), IRIS ) 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 this role

We're looking for a motivated Tax Senior to join our Bangalore & Hyderabad offices and play a key role in delivering strategic tax advisory services. In this client-facing role, you'll support individuals and businesses throughout the entire tax lifecycle—from kickoff calls, through tax planning and strategy implementation, to estimated payments and tax return filing.

You'll gain hands-on experience working directly with clients while collaborating closely with managers, partners, and our teams in the U.S. and India. This is a chance to go beyond traditional compliance work and help clients achieve real financial results through proactive tax strategies.

What you'll Do

• Participate in customer kickoff calls and help guide them through the tax advisory process.
• Prepare tax plans and support strategy implementation for individuals and businesses.
• Assist with calculating and preparing estimated tax payments utilizing Instead software.
• Prepare federal and multi-state tax returns (1040, 1041, 1120, 1120S, 1065 depending on your expertise).
• Research tax issues and draft clear, practical guidance for managers and clients.
• Collaborate with tax managers, partners, and cross-border teams to ensure a seamless client experience.
• Provide support and mentorship to junior staff and admins.

What you'll need

• 2–4 years of public accounting or tax experience, with strong exposure to compliance.
• Proficiency in preparing returns for some or all of: 1040, 1041, 1120, 1120S, 1065.
• Strong organizational and problem-solving skills.
• Comfortable working directly with clients and communicating complex topics in simple terms
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Nice to have

• CPA license active or in progress, or EA credential.
• Experience with tax planning or advisory services beyond compliance.
• Exposure to multi-state compliance requirements.
• Experience researching complex tax issues and preparing memos.

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.