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), IRIS (irisglobal.com) 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 the role

We're seeking a detail-oriented Senior Staff Accountant to support our financial operations as we continue to scale our tax technology business. You'll work closely with our VP of Accounting to handle daily bookkeeping, payroll processing, and financial reporting while supporting critical processes from sales operations to year-end tax preparation. This role is essential for maintaining accurate financial records, ensuring timely reporting, and building scalable financial processes that support our growing Instead platform and global team operations.

What you'll do

• Perform and review daily bookkeeping activities and account reconciliations
• Run weekly payroll processing and provide additional support with sales commission calculation processes
• Process travel and expense (T&E) reimbursements for team members
• Monitor accounts receivable on a daily basis and follow up with past due accounts
• Assist with finance systems to ensure accurate and efficient financial reporting
• Provide operational support for processing new sales transactions
• Assist in supporting our year-end tax process with our VP of Accounting and third-party tax attorneys
• Support various ad hoc projects including research, data collection, analysis, and coordination to ensure timely project completion
• Partner with our VP of Accounting to build and refine a repeatable monthly financial close process

What you'll need

• 2+ years of bookkeeping experience required
• Bachelor's degree in Accounting or Tax preferred
• Advanced Google Suite skills (Google Sheets, Google Slides, Google Docs, Gmail, Google Calendar, etc.)
• Technical competence in bookkeeping systems and ability to build and read financial metric reports
• Strong learning abilities and tech-savvy approach to data tools that maximize operational efficiency
• Detail-oriented and highly organized with strong attention to accuracy
• High level of integrity when handling confidential information including payroll and company financials
• Ability to work independently and manage multiple priorities effectively

Nice to have

• 2+ years of experience working in a fast-paced, innovative environment
• Experience with Salesforce billing, CPQ, and Xero accounting software
• Experience supporting year-end tax processes and working with external tax professionals
• Background in technology or SaaS companies
• Experience with accounts receivable management and collections
• Knowledge of commission calculation processes and sales operations

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
• Growth opportunities in finance, accounting, and operations
• Opportunity to build scalable financial processes for a rapidly growing company
• Work with innovative technology and support meaningful business growth

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.

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), IRIS (irisglobal.com) 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 the role

We're seeking an experienced IT Administrator to own and manage our complete IT infrastructure and support operations as we continue to scale our global team. You'll be responsible for ensuring seamless technology operations across our India and US offices, managing everything from user hardware deployment to security implementations and cloud administration. This role is critical to supporting our growing team's productivity and maintaining the robust technology foundation that powers our Instead platform and internal operations.

What you'll do

• Own our complete IT infrastructure and support operations including user hardware acquisition, imaging, deployment, and remote management
• Implement and maintain security measures including antivirus solutions and system updates
• Manage Single Sign-On implementation (Okta) and ongoing maintenance
• Administer gSuite and AWS for a limited set of services
• Provide comprehensive hardware and software support for internal users across global teams
• Develop and implement backup and recovery planning and procedures
• Administer additional tools including Slack, Zoom, Loom, Adobe, Microsoft Office, Tableau, and other business applications
• Collaborate with Legal, Finance, IT, Marketing, Sales, and product teams on technical requirements
• Manage release and environment deployments
• Create technical documentation and provide technical training to users
• Define requirements for technical projects and work directly with stakeholders

What you'll need

• Bachelor's degree or equivalent experience in IT or related field
• 4+ years of hands-on experience in IT Systems Administration and Support
• Strong expertise in gSuite Administration
• Experience with Single Sign-On implementations, particularly Okta
• Proficiency with both MacOS and Windows platforms (primarily MacOS environment)
• Experience with remote administration of hardware devices, including mobile devices
• Working knowledge of dynamic dashboards and report builders
• Proficiency in technical documentation and technical training
• Experience implementing and working within effective change management processes
• Ability to work on multiple high-priority projects simultaneously
• Ability to work with minimal supervision and define technical project requirements

Nice to have

• Experience with Salesforce administration
• Experience managing AWS resources and cloud infrastructure
• Background in supporting distributed global teams
• Experience in a startup or fast-growing technology company
• Knowledge of security compliance and best practices
• Familiarity with tax or financial technology environments

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
• Growth opportunities in technology infrastructure and operations
• Opportunity to build and scale IT operations for a rapidly growing global company
• Work with cutting-edge technology and support innovative product development

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.

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.

About the role

We’re seeking an experienced Head of Data & Analytics to lead the systems, data, and reporting infrastructure that power Instead’s global operations. This role directly oversees IT Administration and Salesforce Billing Engineering, ensuring our technology stack runs securely, reliably, and at scale.

You’ll be responsible for implementing, maintaining, and optimizing our data and analytics applications, ensuring teams have the insights, automation, and secure systems they need to execute effectively. This is a hands-on leadership role and will report to our SVP of business intelligence. You will collaborate closely with teams across product, finance, sales, marketing, and engineering in India and the US, while managing day-to-day execution out of our Bangalore office.

What You'll Do

• Lead and mentor the IT Administrator and Salesforce Billing Engineer, ensuring strong performance, alignment, and growth.
• Build and manage all product reporting and dashboards through Metabase, ensuring consistency with Tableau and Salesforce reporting frameworks.
• Own the administration, optimization, and strategy for our data and analytics tools, including: Tableau, Mosyle, Dbt Cloud, Hevo Data & FiveTran, EasyDMARC, Splashtop, Zapier, Metabase, Salesforce, Zoom, Snipe-IT, Salesforce Billing & CPQ, Google G Suite, Twilio, Ninja, Slack, Docusign, Polly, Microsoft Office 365, Adobe, Loom and other apps as needed by company operations.
• Establish governance for data pipelines, reporting, and security across the company.
• Partner with finance, sales, and product to ensure accurate and integrated data flows between systems.
• Define KPIs and reporting standards, ensuring stakeholders have access to reliable, real-time insights.
• Implement and maintain strong information security measures, compliance processes, and backup/recovery protocols.
• Collaborate with US and India leadership to ensure IT, Salesforce, and analytics tools scale effectively with business growth.
  
  

What you'll need:

• 8+ years of experience in data, analytics, or systems leadership with hands-on ownership of data infrastructure and reporting tools.
• Proven experience managing and mentoring technical teams, including IT and Salesforce/RevOps roles.
• Strong technical expertise with at least several tools in our stack (Tableau, dbt, Hevo, FiveTran, Metabase, Zapier, Mosyle, EasyDMARC, Splashtop, Salesforce, Zoom, Snipe-IT, Salesforce Billing & CPQ, Google G Suite, Twilio, Ninja, Slack,
• Docusign, Polly, Microsoft Office 365, Adobe, and Loom).
• Solid background in data governance, integrations, and reporting best practices.
• Experience managing cross-functional stakeholders and aligning priorities with executive leadership.
• Excellent problem-solving, organizational, and communication skills.

Nice to have:

• Experience in fintech, SaaS, or accounting/tax technology environments.
• Familiarity with SOC 2, GDPR, or other compliance frameworks.
• Hands-on Salesforce CPQ/Billing experience.
• Prior experience in a startup or high-growth technology company.

Why join us

• Lead and scale the data, analytics, and systems foundation of a cutting-edge tax technology company.
• Oversee a critical global function spanning IT, Salesforce Billing, and business intelligence.
• Be part of a collaborative, mission-driven team.
• Competitive compensation and benefits.
• Growth opportunities in leadership, compliance, and advanced data strategy.
• Direct impact on how Instead runs, scales, and makes data-driven decisions.

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. 

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.

About the role

We're seeking an experienced Salesforce Billing Engineer to design, configure, and maintain our Salesforce environment with a focus on CPQ and Billing solutions. You'll be responsible for building robust API integrations between Salesforce and our Instead platform, optimizing our free trial product integration, and ensuring seamless billing operations. This technical role requires deep expertise in Salesforce development, particularly with Apex programming, while collaborating across Legal, Finance, IT, Marketing, Sales, and product teams to deliver comprehensive Salesforce solutions that support our growing tax technology business.

What You'll Do

• Develop using APEX language and build both sides of API endpoints to handle requests between Salesforce and our software
• Design, configure, test, and deploy robust Salesforce solutions while managing user setup, profiles, and roles
• Optimize and build custom integrations for our free trial product (instead.com) leveraging CPQ and Salesforce Billing
• Develop and maintain comprehensive documentation covering processes, policies, configurations, and user guides
• Create and manage validation rules and custom workflows to streamline operational processes
• Conduct intermediate user testing by developing test plans, creating user test cases, and coordinating testing efforts
• Perform regular audits to maintain high standards of data quality and integrity
• Stay current with latest Salesforce releases and AppExchange improvements to drive system enhancements
• Manage release and environment deployments across Salesforce instances

What you'll need:

• Deep understanding of Salesforce CPQ and working knowledge of Salesforce Billing
• Familiarity with Apex programming language
• Bachelor's degree or equivalent experience
• Salesforce Administrator certification or equivalent experience
• 4+ years of relevant hands-on Salesforce configuration experience
• Working knowledge of dynamic dashboards and report builder
• Experience with Lightning Apps, Process Automation, Integrations, Users (Permission Sets, Profiles, Roles), Fields, and Objects
• Experience with Salesforce configuration options, data model/architecture, and security model
• Experience with Salesforce change management and release management
• Ability to excel in a collaborative environment across multiple departments

Nice to have:

• Experience integrating Salesforce.com with other business applications
• Certified Salesforce Advanced Administrator
• Certified Salesforce Platform App Builder
• Certified Salesforce Platform Developer
• Experience with SOC II and other compliance programs
• Experience with Salesforce Billing Administration
• Experience with antivirus, threat detection, and MDM solutions
• Advanced proficiency with Salesforce Apex
• Proficiency with Windows, MacOS, and Linux systems

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
• Growth opportunities in technology development and Salesforce architecture
• Opportunity to build and scale critical billing and customer management systems
• Work with innovative technology and support rapid business growth

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.