Tax Manager

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. Its a fundamentally new way of doing tax work and its 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-fileS and 1065 withand PPT coming for tax year 2026. Instead is a full replacement for CCH Axcess GoSystem UltraTax OneSource CorpTax Lacerte ProConnect Drake and more. No other tax startup will be able to offer these capabilities for years as we are two to three years ahead of everyone else in 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 Aprio and many of our partners and customers. Our team includes leaders from Intuit Gusto Zenefits Thomson Reuters Wolters Kluwer PwC BDO RSM and KPMG.

Insteads Tax Managers are experienced tax professionals who bring deep domain expertise to customer engagements. Youll work directly with accounting firms from onboarding through full adoption ensuring they understand how Insteads AI agent fits into their specific workflows entity types and filing processes. Youre the person who speaks the firms language earns their trust and makes sure the product delivers real value from day one.

Youll partner with Account Executives to support complex sales cycles leading discovery calls and running executive demos. Post-sale youll work alongside Engagement Managers to drive adoption configure the product run hands-on training and lead on-site and remote implementations.

• Lead high-impact customer discovery with tax firms to understand their preparation review advisory document collection and peak-season operating constraints
• Partner with Account Executives to win the tax and workflow case by translating customer needs into clear use cases demos and business outcomes
• Lead on-site implementation sessions and remote onboarding calls configuring Instead for each firms entity types jurisdictions review workflows and technology stack
• Deliver executive-level demos workshops and working sessions that show how Instead applies to a firms actual practice model and return volume
• Own priority customer use cases from discovery through pilot and go-live with clear success metrics and adoption milestones
• Serve as the domain expert throughout the customer lifecycle answering tax-specific questions and ensuring the product handles real-world scenarios correctly
• Act as the Voice of the Tax Professional internally feeding customer insights back to Product and Engineering to improve the platform
• Build and refine implementation playbooks training materials and best practices that scale across hundreds of firm engagements
• Stay current on US federal and state tax law changes IRS filing requirements and industry trends that impact how firms use Instead

• CPA EA or equivalent tax credential (active or previously held)
• 3 years of experience in public accounting tax preparation or tax technology
• Deep working knowledge of US individual and/or business entity tax returns (S)
• Experience working directly with accounting firm partners and staff. You can earn credibility quickly because youve lived the work
• Strong presentation and demo skills. You can run a room of skeptical tax professionals and win them over
• Willingness to travel for on-site engagements (estimated 30 to 50% travel)
• Experience with tax technology (CCH Axcess GoSystem OneSource CorpTax Lacerte ProConnect Drake) is a strong plus

• You can sit with a partner tax manager or reviewer and quickly earn trust because you understand the work not just the AI
• You can turn a messy customer workflow into a clear pilot plan adoption framework and product feedback loop
• You know when to customize when to standardize and when to tell a customer the product is not ready for a specific workflow yet
• You care about measurable outcomes: adoption time-to-value implementation quality and whether the firm can actually run the workflow after the engagement ends
• You are intense about quality without becoming slow. Tax work has consequences and you understand that speed only matters if the result can be trusted

Competitive base variable compensation and equity

Salt Lake Office or San Francisco Office (on-site with travel)

Instead is an equal opportunity employer. We evaluate candidates based on capability judgment ownership and fit for the roles responsibilities. We welcome candidates who can help us build a category-defining company in tax technology.