Tax Specialist (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) 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.

We’re opening an office in Bengaluru and looking for talented team members to join us.

About the Role

We are seeking a skilled and detail-oriented U.S. Tax Specialist to drive tax form development and testing. You will play a vital role in creating and annotating tax forms, managing tax calculations, compliance, and contributing to the development of a cutting-edge tax software product. You will work with partners in government liaison, engineering, prompt engineering, and applied AI to achieve our annual goals to comply with U.S. government requirements. This role requires a deep understanding and familiarity with preparing and reviewing tax returns across all core U.S. tax entity types (1040, 1041, 1120, 1120S, 1065).

What You'll Do

• Leverage your expertise in preparing U.S. federal and state tax returns, including:
  • Form 1040 (Individual)
  • Form 1120 (C Corporation)
  • Form 1120S (S Corporation)
  • Form 1065 (Partnership)
  • Form 1041 (Trust and Estate)
• Drive the development of tax forms including annotating forms, and testing the accuracy of printed forms.
• Collaborate with the product team to design, develop, and test tax calculations for our cutting-edge U.S. tax software.
• Validate and test calculations to ensure accuracy, efficiency, and compliance with U.S. tax laws.
• Provide actionable feedback to developers to enhance the software’s tax preparation functionality.
• Stay updated on U.S. tax law changes and assess their impact on the software.

What You'll Need

• A minimum of 3+ years of U.S. tax preparation experience is required.
• Proficiency in preparing and reviewing the following U.S. tax forms: 1040, 1120, 1120S, 1065, 1041.
• Strong knowledge of U.S. federal and state tax regulations.
• Experience with tax software platforms such as Lacerte, UltraTax, Drake Tax, CCH, or similar.
• Excellent attention to detail and problem-solving skills.
• Strong English communication skills, both written and verbal.
• CPA/CA certification or equivalent

Nice to Have

• Experience with multiple tax preparation software products
• Experience from one of the top 25 U.S. accounting firms
• Familiarity with government E-file and print requirements
• Experience with an existing tax software company (Wolters Kluwer, Thomson Reuters, Intuit or similar)

Benefits

• Competitive salary and benefits package.
• Opportunity to work on an innovative tax software product.
• Collaborative and inclusive work environment.
• Career growth opportunities with a focus on professional development.

If you meet the qualifications and are passionate about U.S. tax compliance and innovation, we’d love to hear from you!