About Instead

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes and file tax returns. 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.

What You'll Do

• Own and manage our AWS infrastructure across environments (staging, production, internal tools) for a high-availability tax platform
• Design, implement, and maintain secure, scalable cloud architectures aligned with SOC 2 and other compliance requirements
• Build and maintain infrastructure-as-code (primarily Terraform) for repeatable, auditable deployments
• Implement and improve CI/CD pipelines to streamline build, test, and release processes for our engineering teams
• Monitor, troubleshoot, and resolve production issues across our services, networking, and data layers
• Drive observability and reliability through logging, metrics, alerting, and incident response practices
• Collaborate with engineering to design systems that are secure, cost-effective, and easy to operate in production
• Take ownership of core infrastructure components (VPCs, IAM, networking, storage, containers, etc.) and continuously improve them

What You'll Need

• 3+ years of hands-on experience managing production infrastructure in AWS
• Strong experience with Terraform and infrastructure-as-code workflows
• Solid understanding of AWS core services (EC2, RDS, ECS/EKS or similar, S3, IAM, networking, security groups, load balancers)
• Experience operating and hardening Linux-based systems in production
• Familiarity with containerization (Docker) and deploying containerized workloads
• Experience working within security/compliance frameworks (SOC 2, ISO 27001, or similar)
• Proven track record of owning systems end-to-end rather than isolated tasks
• Ability to diagnose and resolve complex infrastructure and performance issues
• Strong communication skills and comfort collaborating closely with engineers and leadership

Nice to Have

• AWS certifications (e.g., Solutions Architect, DevOps Engineer, SysOps Administrator)
• Experience with Kubernetes in production environments
• Experience in at least one programming language (ideally Python) for tooling, automation, and integrations
• Background supporting SaaS or fintech products with high security and uptime requirements
• Experience setting up and tuning observability stacks (e.g., Prometheus, Grafana, Datadog, CloudWatch)
• Experience with secrets management, key management, and identity management at scale

Benefits

• Own core infrastructure at a product-critical layer instead of being a ticket taker on a giant platform team
• Work on a modern stack at the intersection of tax, fintech, and AI, where reliability and security really matter
• Help shape DevOps/Platform practices, tooling, and standards from an early stage, with real influence on architecture decisions
• Partner directly with experienced engineers, tax experts, and leadership
• Join a well-funded company with strong industry investors and partners, building the first new IRS-approved e-file platform for major return types in decades
• Grow your career in a role that blends cloud engineering, security, and reliability while shipping visible, meaningful work

Equal Opportunity Employer - M/F/D/V

We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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 motivated Tax Staff member to support our team in helping clients identify 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 learn to use Instead.com and collaborate 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.

What you'll do

• Support clients in identifying tax savings opportunities and assist with Instead.com implementation of tax strategies throughout the advisory process
• Prepare and federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience
• Assist with tax planning engagements and perform research on relevant tax issues
• Work closely with managers and partners on client matters while building relationships with clients
• Support quarterly estimates preparation and tax return filing using Instead software

What you'll need

• 1–3 years of public accounting experience with exposure to tax compliance
• Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 
• Strong attention to detail and organizational skills
• Comfortable working collaboratively in a team environment
• Eagerness to learn and grow in tax advisory services
• Good communication skills for client interactions

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.

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 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. 

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 Director of Talent Acquisition to lead and scale our global recruiting function at Instead. You’ll be responsible for overseeing the entire end-to-end recruiting process—from workforce planning and sourcing strategy through to offer acceptance and onboarding—across all departments and regions.

This role leads a growing talent team, currently including two junior recruiters, and will be directly responsible for ensuring we attract, assess, and hire exceptional talent for every position across the organization. You’ll partner closely with executive leadership and department heads in the US and India to build scalable recruiting systems, deliver an outstanding candidate experience, and ensure our hiring goals align with Instead’s rapid growth.

This is a high-impact, leadership role based in our Bangalore office, working closely with both India and US teams.

What you'll do

• Lead, manage, and mentor a growing team of recruiters responsible for full-cycle hiring across all departments.
• Design and execute a global talent acquisition strategy that supports current and future hiring needs.
• Own the end-to-end recruiting process—including sourcing, interviewing, selection, offers, and onboarding.
• Partner with hiring managers and executives to define role requirements, success profiles, and hiring plans.
• Implement data-driven recruiting processes, ensuring clear metrics on time-to-fill, pipeline health, and quality of hire.
• Build and maintain a robust candidate pipeline through proactive sourcing, networking, and partnerships.
• Oversee ATS management, recruiting operations, and compliance with global hiring policies and standards.
• Champion a world-class candidate experience, ensuring professionalism, transparency, and consistency at every stage.
• Drive employer branding initiatives to strengthen Instead’s reputation as a destination for top global talent.
• Continuously improve interview processes, scorecards, and recruiter enablement through training and tools.

What you'll need

• 8+ years of experience in talent acquisition or recruiting leadership, preferably in a technology, SaaS or Tax services environment.
• Proven experience managing and developing recruiters and building scalable hiring processes.
• Strong understanding of end-to-end recruiting across multiple disciplines (engineering, product, tax, marketing, G&A).
• Demonstrated ability to partner with senior leadership and hiring managers globally.
• Experience with modern recruiting platforms, sourcing tools, and applicant tracking systems (ATS).
• Excellent organizational and communication skills with strong attention to detail.
• Ability to operate in a fast-paced, high-growth environment while maintaining quality and consistency

Nice to have

• Experience building recruiting operations in a startup or high-growth global company.
• Familiarity with AI or tech recruiting and global hiring strategies.
• Prior experience scaling teams across India and the US.
• Background in employer branding and recruiting analytics.

Why join us

• Lead the global recruiting function for a cutting-edge AI-powered tax technology company.
• Build, scale, and shape the future of Instead’s hiring process and talent strategy.
• Be part of a collaborative, mission-driven team transforming an entire industry.
• Competitive compensation and benefits.
• Growth opportunities in leadership, people strategy, and global operations.
• Direct impact on company success through hiring the best talent across every function.

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.